MarketingXLSX
Sales opportunity follow-up
Record the next action for each opportunity.
Business managementEstimated time: 25 minutesVersion: 1.0
How to use
1. Record opportunity and stage. 2. Capture a confirmed need and decision owner. 3. Set next action, owner and deadline. 4. Review opportunities missing a next action.
Completed example
This is a fictional example, not client data or a pricing recommendation.
Opportunity: Sales training for a fictional firm Client: Fictional company A Stage: Discovery Need: Standardize customer follow-up Decision owner: Sales manager Previous action: Discovery meeting Next step: Send program scope Follow-up owner: Account owner Deadline: Within two working days Blocker: Confirm participant count