Brillopak

What do you want to accomplish?

What has to be true when this project is finished?

What’s the biggest difference this will make?

What does the completed project look like?

Best Result if you do take action?

Worst Result if you don’t take action?

Process

New Enquiry (8%)

Qualification Process

Key Criteria

Budget

Capex

Range

offer range of price

Project Type

Packing

Top Down Packing

Timescale

Explicit Date

Speak to Contact

Qualification Stage

Diary Activity

Schedule Meeting

Automation

Rotting

Engagement

Approval

Budgetary Proposal Sent

Value

File

Video Trial

More Details

Offered

Accepted

Declined

Reference Site Visit

Which Customer did they visit

Factory Tour

Key Data

Visit Date

Offered

Accepted

Declined

Proposal Sent (25%)

Key Data

Expected Close

Value £

Advancement (90%)

Won

Process in Place

Key Data

Order

Full Specification

Word

Meeting Sales Handover Meeting

Lost

Lost Reason

Dormant

Project Abadondon

Criteria Capability to delivery - meet our requirements

Development

More Details

Checkbox (Standard)

e.g. Packs Apple

Ratio Process

Leads/Customer

Data Capture

nothing in place

Velocity

Capital Sales

Average Sales Cycle

9 Months

Rotting Process

CPQ?

Sales People

2x

Clean Up Process

Organization

Address 1
+ Add value
Address 2



Address 3



Town (Address 4)



County (Address 5)



Post code

Subtopic

Subtopic

People

Deals

Products

12x

MG

Install

Subtopic

Data

3 Spreadsheets

need combining and dedupe

Subtopic

Screen

layout

Subtopic

best practice

Communication

migrate yes or no

Relationship

update label on Org