SOP: Sales Workflow - Basalt University | Basalt CMS

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SOP: Sales Workflow
Lead Management Workflow

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SOP: Sales Workflow

Sales Workflow SOP

Standard Operating Procedure for handling new leads.

Lead Qualification: Review the lead score in the CRM.

Initial Contact: Use the Voice Agent or email template #1.

Demo Scheduling: If positive, book a demo via the calendar integration.

Follow-up: Set a task for 2 days later if no response.

Your 24/7 AI workforce. Sales, Support, and Growth on autopilot.

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