Stage
1
Stage 0 - Backburner
2
Stage 1 - Enquiry Recieved
3
Stage 2a - Need to Call back
4
Stage 3a - Initial Contact made - Waiting to hear back
5
Stage 3b - Arranged to See
6
Stage 4 - Post Site Visit - Prepare Fee
7
Stage 5 - Waiting to hear back
8
Stage 6a - Awaiting Feedback
9
stage 6b - Assume we have lost
10
Stage 7a - Won
11
Stage 7b - Lost
12
Stage 8a - Archived - Said No
13
Stage 8b - Archived - No Contact
14
Stage 8c - Client Decided not to go ahead
15
Stage 8d - On Hold
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Deliverables
Timings (Business days)
Timing Notes
Prospecting Proceedure
No action until circumstances change
365
Days from allocation
Enquiry Allocated, Project Details filled in
2
Days from receipt of enquiry to allocation to director
Conduct Initial Call with potential client , Set up site meeting
5
Days from Allocation to making initial telephone enquiry and setting up site visit
Initial Contact made with Prospect but they need to make decisions and get back in contact to move things forward
120
Days until match needs to be archived
Site Visit, Complete Prospective Site Query Checklist
0
Days from Arrange Site Visit to site visit - This is determined by discussion between director and potential client
Confirm date with Client for delivery of Fee Proposal - Via Email, Fill in any outstanding queries with client, complete Prospect Post Site Visit Assessment, Input likely fee and probability in Airtable. Prepare Fee
3
Days from Site visit to establishing a date for delivery of Fee Proposal
Follow up call with client to confirm if more information is required
15
Days From Delivery of Fee to Follow up call after proposal
Complete
Complete
Complete - Update Notes, Allocate Project Team
Complete - Archive Project
No Further Action
No Further Action
No Further Action
No Further Action
15 records

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