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02

Sales

Owner: Teddy Galloway

Engage the prospect, prepare a customized quote, and close the deal. Includes qualification gate and proposal revision loop.

EvaluationDecision
Lane 01

Client Experience

💬 What the Prospect Experiences
  • Books a discovery/sales call with Teddy
  • Participates in discovery call: shares vision, goals, budget, timeline
  • Receives a customized proposal within 48 hours
  • Reviews, negotiates, or requests revisions (max 2 rounds)
  • Signs agreement and makes initial payment to close
📍 Sales Touchpoints
  • Pre-call reminder and prep materials
  • Live sales/discovery call (video or phone)
  • Custom proposal document via email
  • Follow-up if no response in 48-72 hours
  • Contract signing and payment confirmation
High-frequency touchpoints
Lane 02

Teammate Workflow

👥 Team Assignments
🎥 Teddy Galloway: Leads all sales conversations
📄 Sales Funnel (8 steps)
  • Intro call: 30-min discovery (goals, audience, budget, timeline)
  • Needs assessment: Scope, pricing tier, service fit confirmation
  • Qualification check: New Decision gate: is this lead qualified?
  • Proposal creation: VP Bot + Copywriter Bot draft, Teddy finalizes
  • Proposal delivery: Custom quote sent within 48 hours
  • Client review: Client evaluates, asks questions, negotiates
  • Proposal revision: New If rejected, revise and re-deliver (max 2 rounds)
  • Contract signed: Agreement + deposit. Triggers Discovery handoff
Lane 03

AI Agent Workflow

🔄 Human-Bot Collaboration
VP Bot drafts proposal scope→Teddy reviews & approves
Copywriter Bot writes proposal copy→Teddy refines messaging
VP Bot scores lead qualification→Teddy makes final go/no-go
Lane 04

Feedback & Decisions

⚖️ Decision Gates
Qualified? Is this prospect a fit for VP?
Yes: Proceed to proposal No: Nurture or archive
Proposal accepted?
Yes: Sign contract Revise: Adjust scope/price (max 2x) No: Graceful decline
↺ Proposal revision loop: rejected proposal returns to revision, max 2 rounds before escalation call.
⌛ Timeframe

🕑 Quote delivered within 48 hrs of call

🔄
Handoff: Sales → Discovery
Materials: Call recordings, signed contract, notes, pricing, client preferences