VMX - Sales Funnel

1. Need Analysis

1.1. Send MOM of the meeting on mail

1.2. Propose solution to the client with pricing

2. Proposal/Price Quotation

2.1. Till the time we don't get any response on quote, send mails that why organization should work on VMX and value it can add value.

3. Negotiation/Review

3.1. Send the revised quote if, any.

3.2. write how easily TRIAD can solve there problem

4. PO/Agreement

4.1. Send a standard or customized email of PO/Agreement to client.

5. Closed Won

5.1. Now the deal moves to Tech Team for development

6. Initial Interest

7. Demo Setup

7.1. Thank You! mail and send available calendar slots

8. Demo Delivered

8.1. Send Thank you! mail to client for attending the demo.

8.2. Share company deck, product deck with client.

9. Meeting MOM

9.1. Send MOM to the client immediately after the meeting.

9.2. Also, ask client when can we connect next.

10. Follow Up Emails

10.1. Emails "Why VMX and its features with story line"

11. Closed Lost

11.1. Send newsletter and case studies on weekly or monthly basis