Sales Process Branch Lead.pdf

Sales Process Branch Lead Branch identifies a user of 10+ temp or perm heads

Is there a formal tender process?

NO

Is the lead qualified?

Branch should carry our basic qualification

NO

YES

YES

Branch discusses lead with ASE or BDD

Refer to tender process flowchart

YES

Is the client interested in engaging with MBS?

NO

ASE or BDD leads the sales with branch engagement

Branch keeps in touch with client & builds relationship

Sales Lead adds the client to their pipeline

Branch Sales Lead Process

Sales Lead engages branch and Implementation Manager to develop the account to full potential before complete handover

YES

Client conversion?

NO

Sales Lead passes client back to the branch to maintain ongoing relationship and agree strategy