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Lab651 Process

Inquiry to Signed SOW

New Potential Project Inquiry

This process is designed to cover the sales cycle from inquiry to a signed SOW or a “Closed Lost” determination

  • SALES Begins this process
  • Visit this form and complete the steps
    • NOTE - the form that you open is the template - please follow the steps to duplicate and rename the form into the BizDev->Pursuits->Client folder that you are instructed to create
    • If you need the template updated, make the changes on your newly renamed client form (please highlight them) and notify the Head of Engineering that the template needs to reflect the changes that you made

Existing Project Extension

This process covers the sales cycle from the extension inquiry to the signed SOW and Harvest update

  • SALES OR ACCOUNT MANGER begins this process
  • Visit this form and complete the steps
    • NOTE - the form that you open is the template - please follow the steps to duplicate and rename the form into the BizDev->Pursuits->Client folder that you are instructed to create
    • If you need the template updated, make the changes on your newly renamed client form (please highlight them) and notify the Head of Engineering that the template needs to reflect the changes that you made