NEW BUSINESS INTAKE PROCESS

Created by ChecklistGuro (https://checklistguro.com)

[ ] Retrieve Lead Information: Fetch the initial inquiry details from the 'Inbound Leads' data model.
[ ] Check Client History: Search the 'Clients' data model to see if the prospect is an existing customer.
[ ] Calculate Potential Deal Value: Calculate total revenue by multiplying 'Estimated Units' by 'Unit Price'.
[ ] Create Opportunity Record: Create a new entry in the 'Sales Opportunities' data model to track the new lead.
[ ] Assign Sales Discovery Call: Create a task for the Account Executive to schedule and conduct an initial discovery meeting.
[ ] Conduct Technical Qualification: Create a task for the Solutions Architect to review technical requirements.
[ ] Update Lead Status: Change the status of the original Lead entry from 'New' to 'In Qualification'.
[ ] Calculate Total Pipeline Value: Sum the 'Deal Value' of all opportunities in the 'In Qualification' stage.
[ ] Send Welcome Email: Send an automated introductory email to the prospect's contact email address.
[ ] Prepare Custom Proposal: Create a task for the Sales Manager to draft a formal proposal based on gathered requirements.
[ ] Create Proposal Document: Create a new entry in the 'Proposals' data model linked to the Opportunity.
[ ] Update Opportunity Stage: Move the Opportunity status to 'Proposal Sent'.
[ ] Notify Stakeholders: Send an internal email to the Legal and Finance teams regarding the pending proposal.
[ ] Contract Review: Create a task for the Legal Department to review the terms in the generated proposal.
[ ] Final Negotiation: Create a task for the Sales Rep to finalize pricing and terms with the prospect.
[ ] Mark Opportunity as Won: Update the Opportunity entry status to 'Closed Won' upon successful signature.
[ ] Create Client Account: Create a permanent record in the 'Clients' data model for the newly won business.
[ ] Handover to Customer Success: Create a task for the CSM to initiate the onboarding process.
[ ] Alert Account Manager: Send an SMS notification to the Account Manager that a new client has been onboarded.
[ ] Generate Monthly Intake Report: Create a summary report showing the conversion rate from Lead to Closed Won for the month.

--- END OF TEMPLATE ---
Transform this text into a digital, automated, and trackable mobile app!
Visit: https://checklistguro.com/workflow-templates/insurance/new-business-intake-process
(Click "Install Template" to launch your digital inspection tool immediately)