WORK IT:
Convert to Deal
Discovery
Decision Makers Identified
Fact Finder Completed
Sales Qualified
NO
KILL IT / DISQUALIFY
YES with
Timing
Exception
Qualified Nurture
Task needed as
reminder to
review every 30 days
YES
Appointment
Set - Move
to Stage 2
Final
Negotiations
No Competition
CLOSED: WON
CLOSED: LOST
Competition
CLOSED: WON
CLOSED: LOST
Reported & Reviewed
NO
KILL IT / DISQUALIFY
RECYCLE NURTURE
YES
Meeting
With
Prospect
YES with
Timing
Exception
Qualified Nurture
Task needed as
reminder to
review every 30 days
NO
KILL IT / DISQUALIFY
YES
Proposal
Requested-
Move
to Stage 3
Marketing Qualified
(Criteria Met)
Proposal
NO
KILL IT / DISQUALIFY
YES with
Timing
Exception
Qualified Nurture
Task needed as
reminder to
review every 30 days