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7FA SOP Example

Sales and Onboarding

Sales — Lead Qualification

What

Section titled “What”

TODO — the disqualification criteria that protect the sales team’s calendar from bad-fit prospects.

Who owns it

Section titled “Who owns it”

TODO — Sales Development Rep, with Sales Director reviewing weekly.

Steps

Section titled “Steps”
  1. TODO — score the lead on industry fit, budget, timeline, and decision-maker access.
  2. TODO — book the discovery call only if the score clears the threshold.
  3. TODO — send a polite decline with referral resources for leads that do not clear.

Definition of done

Section titled “Definition of done”

TODO — lead scored within 24 hours of submission, calendar protected from below-threshold leads, conversion from discovery to proposal above 60%.