Sales Process Flow
Written by Artyom Meltonyan
Updated at September 1st, 2025
Table of Contents
Purpose of SOP
To define and explain the procedure of generating leads right from the first step of doing market research, generating list of prospects, classifying them as Cold/ Warm/ Hot to initiate follow up process accordingly (in timebound manner)
Scope
Applicable to: Marketing Leads/ Old/ New Prospects
Not in Scope: Referrals
Process Start and End Points
| Start Point | Prospect Database |
| End Point | Sending Onboarding Email to relevant teams |
Process Flow
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Scope
Applicable to: Referrals
Not in Scope: Marketing Leads/ Old/ New Prospects
Process Start and End Points
| Start Point | Agent/ Agency Database |
| End Point | Review of status of leads by the Business Heads |
Process Flow
.png)
Measurement of Key Metrics
| S. No | What to Measure | SLA | Responsible |
| 1 | No. of deals closed. | 5/month | BDM |
| 2 | % TAT Adherence (Updating forms on Teams/ CRM) | 24-48hrs | BDM |
| 3 | % TAT Adherence (Referral Agreement Accepted/ Rejected) | 24-48hrs | BDM |
| 4 | % TAT Adherence (Updating Pipeline Tracker) | 24-48hrs | BDM |
| 5 | % TAT Adherence (Inspection of Property) | 24hrs | Onboarding Inspector |
| 6 | % TAT Adherence (Quotation) | 24hrs | Onboarding Team |
| 7 | % TAT Adherence (Verification of the Landlord details) | 24hrs | Finance/ Mae |
Version Notes
| Version | Reviewed By | Details | Revision Date | Author |
| 1.0 | Artyom | First Time Review | Maryam Khundmiri | |