All Sales Process Articles

An introduction email is one you send to a prospect with the purpose of introducing yourself and eliciting a specific action, such as scheduling a meeting or call. There are nine business situations where you can send an introduction email, and salespeople often use email templates to ensure that their specific message is communicated effectively….

Preparing a sales contract is one of the most important steps in the sales process. It involves making sure that you clearly define the customer needs, agree on a solution, establish terms, and address any outstanding issues. Doing this effectively makes all the difference in closing the deal and building a successful customer relationship. 1….

An effective consulting proposal is one that clearly articulates the customer’s needs and provides a personalized solution that addresses those needs in an easily digestible format. Since consulting proposals require time and effort, templates ensure critical information and best practices aren’t forgotten when crafting bids, which can result in more consistent client wins. As you…

Business proposals are documents that describe the terms of a sale for potential buyers. They’re typically used by B2B businesses to provide detailed explanations of their products and services, pricing, and scope of work. They can be custom, but they typically follow a business proposal template, which is why using a repeatable process is important…