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7FA SOP Example

Sales and Onboarding

Sales — Demo Call Structure

What

Section titled “What”

TODO — the close call that follows discovery. Different goal from discovery: discovery diagnosed the problem, the demo presents the prescription and asks for the deal.

Who owns it

Section titled “Who owns it”

TODO — Sales Director.

Steps

Section titled “Steps”
  1. TODO — recap what was learned on discovery, confirm the prospect’s stated goal and timeline have not changed.
  2. TODO — present the recommended package, walk the deliverables, walk the timeline, walk the price. No bait-and-switch — the package matches the discovery brief.
  3. TODO — ask for the decision on the call. Handle the standard objections (price, timing, decision-maker), get a signed agreement or a clear next step before hanging up.

Definition of done

Section titled “Definition of done”

TODO — close-on-call rate above 35%, no demo ends with “let me think about it” without a follow-up time on the calendar.