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Colours M@tter plan

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System Analysis

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VFX DIGITAL ASSET CREATION

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Brillopak

Relationship

update label on Org

Communication

migrate yes or no

Screen

layout

best practice

Data

3 Spreadsheets

need combining and dedupe

MG

Install

Clean Up Process

Products

12x

Deals

People

Organization

Address 1 + Add value Address 2 Address 3 Town (Address 4) County (Address 5) Post code

Sales People

2x

CPQ?

Rotting Process

Velocity

Capital Sales

Average Sales Cycle

9 Months

Data Capture

nothing in place

Process

Ratio Process

Leads/Customer

New Enquiry (8%)

Engagement

Criteria Capability to delivery - meet our requirements

e.g. Packs Apple

Checkbox (Standard)

Development

Approval

Proposal Sent (25%)

Advancement (90%)

Lost

Lost Reason

Project Abadondon

Dormant

Won

Process in Place

Meeting Sales Handover Meeting

Full Specification

Word

Order

Value £

Expected Close

Factory Tour

Key Data

Visit Date

Reference Site Visit

Which Customer did they visit

Video Trial

Declined

Accepted

Offered

More Details

Budgetary Proposal Sent

File

Value

Rotting

Diary Activity

Schedule Meeting

Automation

Qualification Stage

Speak to Contact

Qualification Process

Key Criteria

Timescale

Explicit Date

Project Type

Top Down Packing

Packing

Budget

Capex

Range

offer range of price

Recommendations

Challenges

Future

Exploratory

Worst Result if you don’t take action?

Best Result if you do take action?

What does the completed project look like?

What’s the biggest difference this will make?

What has to be true when this project is finished?

What do you want to accomplish?

Current

Project Outcomes

Describe your typical sales process

What are your best past marketing initiatives?

Current Software

GSuite

Operational

ERP

Subtopic

Dynamic NAV

Accounts

MAP

CRM

Pipedrive

What is your main product/services?

Target Market

Industry

Contacts

Operations

Marketing

Sales

Management

Peter Newman

Technical Director

Company

+44 1622 872907