Sales Module 9: Sales Briefs and SENTR

Course Overview

Company Creation & Setup

1. Entity Selection: Choosing the correct office and SLA template based on billing location.
2. Data Entry: Recording the legal company name, RUC/ID number, and billing address.

Contact Management

1. Primary Lead: Assigning the main point of contact for the account.
2. Stakeholder Details: Providing names, positions, and contact info to assist Finance and Ops.

Sales Brief Workflow

1. Standardized Naming: Using specific formats (e.g., url.com/service) for campaign clarity.
2. Sale Categorization: Identifying the deal as a new customer, upsell, or crossover.
3. Mandatory Attachments: Uploading the signed SLA (Onboarding File) and the Proposal Agreement.

Account & Project Logistics

1. Team Assignment: Designating the Sales Manager and the responsible Account Manager.
2. Financial Terms: Setting contract dates, monthly payments, and PPC ad spend budgets.
3. KPIs & Goals: Defining measurable success metrics (e.g., % growth) and competitor intelligence.