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
Drag to adjust the number of frozen columns
Deliverables
Timings (Business days)
Timing Notes
Prospecting Proceedure
No action until circumstances change
365
Days from allocation
Example Project 1
Enquiry Allocated, Project Details filled in
2
Days from receipt of enquiry to allocation to director
Example Project 2
Conduct Initial Call with potential client , Set up site meeting
5
Days from Allocation to making initial telephone enquiry and setting up site visit
Example Project 3
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
Example Project 4
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
Example Project 5
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
Example Project 6
Follow up call with client to confirm if more information is required
15
Days From Delivery of Fee to Follow up call after proposal