Sales
Contract Execution
Proposal Follow Up
Proposal Review & Approval
Proposal Preparation
Opportunity Setup
Site Visit / Job Walk
Discovery Call Process
Initial Client Outreach
Lead Qualification
New Lead Intake
Sales to Project Manager Handoff Checklist
Selections Kickoff Checklist
Allowances Review Checklist
Design Consultation Preparation Checklist
Photo Documentation Standards for Sales
Pre-Design Site Visit Checklist
Initial Budget Range Review Checklist
Client Needs Assessment Checklist
Discovery Call Checklist
