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> G3 quote stage of client journey
G3 quote stage of client journey
Preparation
Review client requirements and project scope
Confirm project budget and timeline
Gather necessary documentation and resources
Identify key stakeholders involved in the project
Quote Development
Draft the initial quote based on client specifications
Include detailed pricing for all services and products
Ensure clarity and transparency in terms and conditions
Review the quote for accuracy and completeness
Internal Review
Present the quote to the internal team for feedback
Make necessary adjustments based on team input
Obtain final approval from management or relevant authority
Here are some additional steps that could be included in the Internal Review section of the checklist
Review the quote for accuracy and completeness
Ensure all pricing and terms are in line with company policies
Verify that all client requirements and specifications are addressed
Conduct a risk assessment to identify potential issues
Prepare a summary report highlighting key points of the quote
Ensure that all relevant documentation and attachments are included
Confirm that the quote aligns with the overall sales strategy
Schedule a follow-up meeting for any unresolved feedback or concerns
Document any changes made during the review process for future reference
Share the finalized quote internally before presenting to the client
Client Presentation
Schedule a meeting with the client to present the quote
Clearly explain each component of the quote
Address any client questions or concerns
Take notes on client feedback for potential revisions
Follow-Up
Send a follow-up email summarizing the quote discussion
Provide additional information or clarifications if needed
Set a timeline for the client to respond with questions or approval
Finalization
Incorporate any final changes based on client feedback
Send the finalized quote for client approval
Confirm receipt of the quote and establish next steps
Document the quote in the project management system for tracking
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