Once a proposal is accepted it is time for the real work to begin. It is important to have a procedure in place to ensure that clients are being well taken care of from the very beginning.
This procedure contains clear instructions for recording, tracking and moving forward with accepted proposals. You can easily edit this procedure by replacing the tokens in brackets, and by removing or adding content as necessary.
The “Accepted Proposals” procedure is recommended to be included within the Sales section of your Company Manual.
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