SOP Page Template

Purpose

Sentence/phrase explaining why we do this task
Example:Convene client leaders + decision-makers with the DORIS team to better understand their needs

Responsible Party

Who does the task?
Example: Sales Lead

Interdependencies

What has to happen before and after this task?

Example:

• The Sales Lead should have engaged with the client and vetted their fit for a project before scheduling.
• This meeting happens near the end of the sales process. After the meeting is scheduled, the Ops Team can prepare to conduct the meeting.

Directions

Example:

1. The Sales Lead meets with the VP of Operations to identify who on the Ops Team is available to facilitate the Alignment Meeting.
2. The Sales Lead communicates with the client to find a time when the client leaders and DORIS representatives are available. 
   • Duration: 90 minutes
   • Location: In-person at the client site is preferred
   • Attendees: Client leadership team including final decision-maker, DORIS Sales Lead, DORIS Ops Rep (to facilitate)
3. The Sales Lead invites all attendees to the meeting or asks the client to invite both DORIS attendees to the meeting.
4. The Sales Lead updates the Ops Manager once the meeting is confirmed
   

Resources

Link to templates, etc.

Example:

Pre-sale Alignment Meeting Analysis Tool