1. Pre Lead Stage
1.1. Initial Inquiry "Seller Q & A List"
1.1.1. Once lead determined to be a "lead". continue to next step Definition of Lead: Prospect showing interest in valuing and/or selling their business. NOT a lead: "I maybe interested in 5 years."
1.1.1.1. 1. Person is created in Pipedrive 2. Deal is created – NEW Lead column in “Sales: Sellers” 3. Deal Title format: State-Brand/Company Name-City or 2 Pack-Name or Corporate 4. Connect Email Thread to Deal (within the PD Sales Inbox) 5. Find them in LinkedIn and connect via Theodore's account 6. Find them on Zoominfo and change status to "Interested and moved to PD" & stop any Salesflows
1.1.1.1.1. Continue to "Stage: New Lead" and send out the appropite Introduction Email
2. Stage: New Lead
2.1. Introduction Email
2.1.1. Follow Up Email & SMS 4 Days later
2.1.1.1. Follow up call& SMS + email 2 weeks later
2.1.1.1.1. Follow up call & SMS + email 1 month later
3. Stage: Initial Consult Completed - Waiting for Q/F
3.1. Post Consult Financial Request Email
3.1.1. Follow Up Email & SMS 4 days later
3.1.1.1. Follow Up Call & SMS + email 2 weeks later
3.1.1.1.1. Follow Up Email & SMS 1 month later
4. Stage: Recast Q/A In Progress
4.1. Reviewing finances
4.2. Create Recast
4.3. Recast completed & moved to pipeline "OOV in Progress"
4.4. Recast reviewed & OOV created
5. Stage: Recast completed - Follow Through
5.1. Valuation email sent
5.1.1. Follow up email 4 days later
5.1.1.1. Follow up email 2 weeks later
5.1.1.1.1. General follow up 1-6 months
6. Resale Agreement + Payment Link Email
6.1. Create Resale Agreement
6.1.1. Send email
6.1.1.1. Payment received
6.1.2. Resale Agreement signed
7. Onboarding
7.1. Introduction to Client Manager
7.1.1. Inquire more details
7.1.1.1. Onboard Listing in PD
7.1.1.1.1. Communication about ads
8. Post ads
8.1. BizBuySell.com
8.1.1. BusinessesForSale.com
8.1.1.1. BusinessBroker.net
8.1.1.1.1. DealStream
8.2. Send Information to Kristal for Business Summary
9. Business Summary
9.1. Making changes
10. Record Interview with Seller
11. Client Manager Management
11.1. Communication with potential buyers
11.1.1. Update Recast over time
11.1.1.1. Amend/Extend Agreements
12. GOAL: Business SOLD
12.1. Mark Listing WON in Pipedrive
12.1.1. Close down all ads
12.1.1.1. Move folder in Dropbox to INACTIVE
12.1.1.1.1. Order Enstrom Toffees
13. Responsibility:
13.1. Theodore
13.1.1. Veronika
13.1.1.1. Client Managers
13.1.1.1.1. Eric
14. Valuation only
14.1. Create Recast
14.1.1. Create Valuation document
15. No response
15.1. Franchisee
15.1.1. Follow Through every 3 months
15.2. Business Owner
15.2.1. Follow Through every 3 months
15.3. Buyers
15.3.1. Follow up emails
15.3.1.1. Mark Lost
15.3.1.1.1. Other Opportunities Emails
15.3.2. New Franchise Interest Emails
15.3.2.1. No Response
15.3.2.1.1. Mark Lost
16. Buyers
16.1. Inquiries
16.1.1. Buyer Registration
16.1.1.1. CM introduces them to Seller
16.1.1.2. No Response
16.1.1.2.1. No Interest
16.1.1.3. Not enough capital?
16.1.2. Goal: Seller finds Buyer