Prospecting Procedure
Stage Deliverables and Timings
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Step 1 - Setup new Prospects
team
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Prospect_Project Name
1
Example Project 2
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Current Stage- Select
Deliverables (from Stage Deliverables)
Prospect on Track
Enquiry Recieved (Date)
Notes: - Project Context and Background
Assigned to
Prospect_Email
Prospect_Tel
Maximum Potential Budget
How did you hear about us?
Is it listed?
Attachments
Stage 1 - Enquiry Recieved
Enquiry Allocated, Project Details filled in
no
10/11/2020
Email recieved on 09/11/20 We have a lovely plot of land in stroud where we would like to build a 4 bedroom house.
1 record
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Sum
£500,000.00
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Example Project 2
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Prospect_Project Name
Example Project 2
Current Stage- Select
Stage 1 - Enquiry Recieved
Deliverables
Enquiry Allocated, Project Details filled in
Timings (Business days)
2
Timing Notes
Days from receipt of enquiry to allocation to director
Deliverables (from Stage Deliverables)
Enquiry Allocated, Project Details filled in
Prospect on Track
no
Enquiry Recieved (Date)
10/11/2020
Notes: - Project Context and Background
Email recieved on 09/11/20
We have a lovely plot of land in stroud where we would like to build a 4 bedroom house.
@
{name}
Assigned to
Team Member 1
Prospect_Email
aclient@client.com
Prospect_Tel
12347 5678
Maximum Potential Budget
£500,000.00
How did you hear about us?
Word of mouth
Is it listed?
Not Listed
Attachments
No attachments
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