Suggestions for Sales/Onboarding Handoff

• Product Explored stage:

  • Line items are added
  • Quote is generated
  • Visual proposal is created
  • Quote is added to Visual proposal

• If pricing is renegotiated, line items are updated / visual proposal is updated

• When closed/won, a note is created and pinned for onboarding:

  Suggestion for Note Template:

  Notes for Onboarding:

  Notes for Marketing:

  What has been communicated to client:

  Product Selection: (include any nuances, ex: luxury offering, seasonal gift, etc.)

Visual Proposal

Visual Proposal ‘template’ here

Examples:

• M Vacations
• Platinum Vacations
• Exclusive 30a