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7FA SOP Example

Sales and Onboarding

Sales — Follow-up Cadence

What

Section titled “What”

TODO — the multi-channel cadence that keeps a deal moving without the prospect feeling chased.

Who owns it

Section titled “Who owns it”

TODO — Sales Director.

Steps

Section titled “Steps”
  1. TODO — define the touchpoint schedule across email, phone, and one social channel for the first 14 days.
  2. TODO — log every touch and response in the CRM, never skip a step.
  3. TODO — at day 21 with no response, send the breakup email and move the deal to nurture.

Definition of done

Section titled “Definition of done”

TODO — average sales cycle under 21 days, breakup email response rate above 15%, no prospect goes longer than 5 days without a touch.