Now, once we start booking calls, the biggest bottleneck now becomes is who actually do we transfer the calls over to.

We want to make sure this is seamless, so we’ll build:

• The sales org chart to ensure that we when we actually book in calls, who do they get passed off to
• A simple a repetable sales process to consistently close deals
• A simple CRM & Tracking sheet to ensure that we are actually forecasting deal flow
• A dashboard to ensure that we are meeting KPIs across the entire board

Example Sales Org Chart

[Example] - call script

[Example] - Daily Dashboard Updated