Owns commercial and client relationship workflows: sales, account execution, scope/proposal coordination, and client support.
Documents
| Document | Summary | |
|---|---|---|
| 1 | Lead Qualification Guideline | Sales receives an Asana task with a lead URL from Marketing. Open the lead in the CRM, qualify it, and update the qualification status. If qualified, continue to Scope Definition; if not, close or nurture as agreed. |
| 2 | Scope Definition & Price Assessment Guideline | Sales playbook from qualified lead to deal closure. Initial meeting, scope sign-off, PM indicative range, client decision, scoping fee, detailed breakdown, final proposal, approvals, contract, project code, and handoff to AE. |
| 3 | Maintenance & Hosting Guideline | Policy and process for hosting, maintenance agreements (MA), and post-delivery warranty. Hosting types, MA pricing (25% of project cost/year), 3-month warranty, renewal flow, and activation processes. Resources tracked in ERPNext. |
| 4 | Client-facing Vocabulary | Plain-language definitions of tech concepts for client conversations. UX, UI, web vs app, CMS, hosting, scope, UAT, and more. |