How we handle leads and sales
Sales Ownership
| Product | Owner | Notes |
|---|---|---|
| People School | Brian | Course enrollment, follow-ups |
| People Coach | Brian | Certification sales |
| Speaking | Marti | Corporate keynotes, workshops |
| Partnerships | Marti | Joint ventures, collaborations |
CRM
Tool: crm.scienceofpeople.com
Used by:
- Brian (People School/Coach leads)
- Marti (Speaking/Partnership leads)
Lead Sources
| Source | Typical Lead Type |
|---|---|
| Webinars | People School prospects |
| Website forms | General inquiries |
| Speaking inquiries | Corporate/event bookings |
| Referrals | Various |
People School Sales Process
Brian, please document your sales process here!
- Lead comes in from webinar/form
- Follow-up sequence
- Discovery call (if applicable)
- Enrollment support
- Handoff to Apryl (student success)
Speaking Sales Process
Owner: Marti (end-to-end)
- Inquiry received
- Qualify opportunity
- Proposal/contract
- Coordinate logistics with Carolyn
- Event delivery (Vanessa)
- Follow-up
Questions?
| Topic | Contact |
|---|---|
| People School/Coach sales | Brian |
| Speaking/partnerships | Marti |
| CRM technical issues | Scott |