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- Schools/Tutoring CRM
- Process
- Qualify an opportunity
Qualify an opportunity
A useful qualification links a real account, a person to speak with and an owner to the proposed tutoring work. The Account Owner begins with the opportunity and checks the school or family relationship before running the qualification workflow.
Step by step
-
Account prepared Account Owner
The Account Owner checks the account and its contacts. The prospective buyer should have a recognizable relationship record.
- Identifies the counterparty and people involved
- Updates Accounts, Contacts
-
Opportunity opened Account Owner
The owner enters the subject, expected close date, expected value, counterparty and next step on a New opportunity.
- Creates the owned New deal
- Updates Opportunities
-
Opportunity qualified Account Owner
The workflow logs a qualification activity, moves the opportunity to Qualified and writes an operation receipt.
- Records the activity, status move and operation
- Updates Opportunities, Relationship activities, Operation receipts
-
Next action planned Account Owner
The Account Owner checks the activity and receipt, then plans the proposal conversation or another dated follow-up.
- Leaves a clear next step and due work
- Updates Relationship activities, Opportunities
Who does what
Roles and permissions- Account Owner
- Prepares and qualifies the opportunity.
- Sales Lead
- Reviews the qualification standard.
- Operations Coordinator
- Can inspect the receipt when an operation needs attention.
Set up Schools/Tutoring CRM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.