From enquiry to paid work
Qualify opportunities, keep a useful pipeline and make commercial commitments clear.
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What you’ll be able to do.
Designed for owners and sales teams.
- Qualify opportunities
- Define meaningful stages
- Align proposals with scope
- Review invoice and payment evidence
Your course syllabus.
Written lessons available · Videos in production- 1
Qualify an enquiry
Understand service fit before investing in a proposal.
Guide · Exercise · Knowledge check - 2
Keep a useful pipeline
Make stages reflect changes in the buying decision.
Guide · Exercise · Knowledge check - 3
Align the proposal with delivery
Carry the approved promise into the project plan.
Guide · Exercise · Knowledge check - 4
Review invoices and payments
Separate money due, money received and delivery progress.
Guide · Exercise · Knowledge check
Written lessons are available now. Videos are coming soon. Connection-dependent exercises use demonstrations until live integrations become available.
Make it a team habit.
Work through the examples using fictional information. Compare your answers with a teammate before adopting a workflow in your own company.