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HOW TO USE THIS TEMPLATE:

1. Duplicate This Template:

   Click on the "copy" icon in the top right corner to make a fresh copy each time you need to document a new process to keep things organized and standardized.

2. Customize the Sections:

   Fill in placeholders [like this] with your team’s specific names, roles, tools, and other details relevant to your workflow.

3. Be Concise & Clear:

   Avoid unnecessary details - focus on essential steps, clear responsibilities, and reasons behind tasks to ensure your team understands both what and why.

4. Review & Update Regularly:

   Assign clear ownership for regular maintenance (ideally quarterly) to keep this document up-to-date and effective.

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SOP Title

[Add title] * Neel’s Sales Call Process*

1. Objective

[Add objective] Convert qualified leads into product demos and, ultimately, paying customers.

2. Scope

[Add scope] **

This SOP applies to all SDRs, Account Executives, and anyone involved in the sales call process.

3. Roles & Responsibilities

• Responsible (R): [Add] SDR hosting the call
• Accountable (A): [Add] Sales Manager who oversees call metrics
• Consulted (C): [Add] Marketing team (for feedback on channels), Product team (for feature queries)
• Informed (I): [Add] Executive team (weekly pipeline updates)

4. Pre-Call Prep

[Add Instructions] **

• Research the Prospect (website, LinkedIn, tools used)
• Check existing docs/videos to see how Clueso could enhance them
• Set up a demo environment with their branding

5. During the Sales Call