Lead to Quote SOP

Turn qualified leads into accurate, approved quotes quickly.

The full Lead to Quote SOP (all 6 steps, 2 controls, records and measures) is one of 36 editable Word SOPs in the SOP Template Kit: $79.

Document no.

SAL-01

Department

Sales & Customer

1. Purpose

Turn qualified leads into accurate, approved quotes quickly.

All new-business and expansion opportunities.

Step	Who	What to do
1	Sales Rep	Log every lead in [CRM] within [1] working day with source.
2	Sales Rep	Qualify: need, budget, authority, timing; disqualify early and record why.
3	Sales Rep	Build the quote from the price list in [CRM/CPQ]; no manual price entry.
+ 3 more steps, 2 controls, 2 records and 3 measures in the full SOP.