In this internal KB article, we outline the specific responsibilities of the sales team when communicating project details to the operations team (For project alignment and tool creation)
Deal Owner's Responsibilities:
Your role is paramount in laying the foundation for successful projects within our organization. Here are your specific responsibilities during the project onboarding process:
- Deal Link Management:
Before communicating project details to the operations/service team, it's crucial to meticulously update the Deal link. Please ensure comprehensive information is added under Notes (Activities) (For Eg: (https://prnt.sc/EvPYiOQjrEZP)).
Include the following project details:- Company Name
- Project Name
- Client Name
- Client's Country
- Project Type: Fixed/Hours
- Deal Owner
- Service Manager
- Project Type: Direct/Portal
- Upwork Profile (if applicable)
- Due Date
- Cost
- Scope of Work
- Assets: Google Drive link
- Any Reference: Website link/Google Drive Link
- Offer Link (For Portal Projects)
- Sales Team's Communication on Slack:
Utilize the dedicated Slack channel, *d-sales-service*, to promptly share essential project details. Include the following information:- Company
- Service Type: Videos/Hubspot/Website
- Project Type: New/Upsell/Cross-sell
- Deal Link
Please note that detailed information is not necessary in the Slack channel; concise data is sufficient.
By diligently following these guidelines, you ensure our project onboarding process remains seamless and efficient. Your attention to detail and proactive communication significantly contribute to the success of our processes.
Once the sales team completes the outlined steps, the operations team will proceed according to the guidelines detailed in the subsequent sections of this Internal KB. Thank you for your dedication and cooperation.
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Drafted by Saumya Singh on 10th October 2023