Overview
Ensure your team follows a consistent, high‑quality conversion process by standardizing steps, checklists, and post‑conversion follow‑ups.
Steps
Define a Conversion Checklist: data completeness, qualification questions answered, custom fields filled.
Train Reps: run workshops or share SOP documents outlining the checklist.
Embed a Confirmation Step: after manual conversion, require reps to tick each checklist item in the Notes.
Post‑Conversion Sequence: set up a Workflow to send welcome emails or schedule an onboarding call automatically.
Review Weekly: use your Deals dashboard to spot any newly converted deals lacking key information.
Tips
Use a Deal Status of “Onboarding” to track newly converted deals until they hit “Proposal Sent.”
Automate a Task creation on conversion for the rep to send a welcome email within 24 hours.
Solicit rep feedback monthly to refine your conversion criteria and process.