SalesFlow

Stage
Activities
Output
Momentum Activities
Next Step
Stage 1

Who are we going after

Stage 2

Get Executive Excited

Case Study Video
Commit to meeting with broader group
Calendar Invite for meeting
Stage 3

Get Broader Group excited

Pitch Deck
NDA
Discovery Doc
Meeting for deeper Dive
Chasing
Stage 4

Get Broader Group bought in

Arcade/Demos
Get Broader Group excited
Stage 5

Get Broader Group excited

Material Library

Communication

Initial Email

Email

Follow-up Call

Call

LinkedIn Message

Message

Chasing

Action

Calendar Invite for meeting

Action

Presentation

Product Demo

Demo

Pitch Deck

Deck

Case Study Video

Video

Arcade/Demos

Demo

Documentation

Proposal Document

Document

Contract

Document

Security Whitepaper

Document

NDA

Document

Discovery Doc

Document

Meetings

Commit to meeting with broader group

Meeting

Meeting for deeper Dive

Meeting

Get Broader Group excited

Action