Give the opportunity context
Use a sample enquiry to identify the information your team needs before a proposal: service expectations, locations and next steps.
BUSINESS / CRM & SALESFrom a first hello.
From a first hello.
To the next contract.
Keep the customer conversation in view as an opportunity moves towards a proposal and operational handover.
Make the proposal practical
Discuss how your quotations are prepared and reviewed, especially where delivery and commercial teams need to agree the scope.
Think beyond the sale
A signed contract starts another conversation. Use your demo to explore the customer information that operations needs next.
Make the conversation
concrete.
Choose a stage to explore an illustrative scenario. These are discussion examples, not live product screens.
Understand the opportunity
An illustrative enquiry starts with the service and customer need.
ILLUSTRATIVE WORKFLOW · SAMPLE DATA
01Customer: sample business
02Service: office cleaning
03Next step: discovery call
BRING THESE TO YOUR DEMOA better starting
A better starting
conversation.
- 01How does our quotation process fit?
- 02Which reports will our sales team use?
- 03What information can move into site and client workflows?
BRING YOUR BUSINESS INTO THE CONVERSATION
Put your workflow in the picture.
Explore the fit, configuration and next steps with the Glidesk team.