--- title: Green House Sales Process Outline description: This article outlines the Sales Process, from prospecting to Kickoff. --- [Skip to content](https://kb.greenhouseuvu.com/green-house-sales-process-outline#main-content) English Show submenu for translations ![green house sales and marketing.png\]](https://kb.greenhouseuvu.com/hs-fs/hubfs/green%20house%20sales%20and%20marketing.png?height=35&name=green%20house%20sales%20and%20marketing.png) Open main navigation Close main navigation - English Show submenu for translations - Go to greenhouseuvu.com Go to greenhouseuvu.com Hi, how can I help you? - There are no suggestions because the search field is empty. 1. [Knowledge Base](https://kb.greenhouseuvu.com/?hsLang=en) 2. [Sales Process](https://kb.greenhouseuvu.com/sales-process?hsLang=en) 3. [Sales Class Trainings](https://kb.greenhouseuvu.com/sales-process?hsLang=en#sales-class-trainings) # Green House Sales Process Outline ## This article outlines the Sales Process, from prospecting to Kickoff. ![](https://kb.greenhouseuvu.com/hs-fs/hubfs/Screenshot%202025-01-17%20at%202-20-54%E2%80%AFPM-png.png?width=688&height=893&name=Screenshot%202025-01-17%20at%202-20-54%E2%80%AFPM-png.png) ### Prospecting Prospect new clients and introduce yourself! In special occasions, Green House will provide a sales deck that you can use to prospect—keep an eye on the [External Sales channel](https://teams.microsoft.com/l/channel/19%3AJENe_Wb9yzqdEPMSlo3AG03LeVaBkZuef6dHji2BlHU1%40thread.tacv2/External%20Sales?groupId=90a93dbe-1b3a-4bb6-95ec-e9b5f7e4d352&tenantId=1ea2b65f-2f5e-440e-b025-dfdfafd8e097&ngc=true&allowXTenantAccess=true) on Teams to take advantage of these opportunities! ### First Presentation Scheduled Follow [this article](https://kb.greenhouseuvu.com/company-contact-deal?hsLang=en) to create a Company, Contact, and dDal on HubSpot. In doing so, a task will automatically be generated for Green House to create a sales presentation. A link to the presentation will be added to the Deal record within 48 hours by Green House. If your meeting is in less than 48 hours, contact Professor Johnson or use the Green House [External Sales channel](https://teams.microsoft.com/l/channel/19%3AJENe_Wb9yzqdEPMSlo3AG03LeVaBkZuef6dHji2BlHU1%40thread.tacv2/External%20Sales?groupId=90a93dbe-1b3a-4bb6-95ec-e9b5f7e4d352&tenantId=1ea2b65f-2f5e-440e-b025-dfdfafd8e097&ngc=true&allowXTenantAccess=true) on Teams to expedite the creation of the presentation. ### First Presentation Held Add high-level notes from your conversation with the client to the Deal record on HubSpot. ### Verbal No 1. Move the card on your Deal Pipeline to **Closed Lost** 2. Enter the loss reason 3. Move on to someone else! ### Verbal Yes - Introduction Call Follow the steps below to schedule an Introduction Call and send an agreement. 1. Schedule an Introduction Call between the client and Green House **(complete during the presentation meeting)** 1. 1. Click [here](https://outlook.office.com/bookwithme/user/1126dd61eac14728a51075f422bd190d%40uvu.edu?anonymous=) to access our sales representative’s Bookings site 2. Click **Continue as Guest** and work with the client to find the right time slot 3. When prompted, enter **your** name and UVU email address 4. Please include the following in the Notes field 1. **Company** name 2. **Contact** person name 3. **Contact person** email 5. Click **Email Verification Code** 6. Enter the email verification code from **your** UVU email 7. Click **Schedule** 2. Inform the client that they will be receiving an email from [team@greenhouseuvu.com](mailto:team@greenhouseuvu.com) via Signaturely to review the agreement—they will have the chance to ask questions about the agreement during the Introduction Call with Green House prior to signing 3. Send agreement **(the rest of the steps can be completed after the call)** 1. Click [here](https://app.signaturely.com/login) to access Signaturely 2. Login using the following credentials: 1. UN: [team@thegreenhouseuvu.com](mailto:team@thegreenhouseuvu.com) 2. PW: QcaLSKGO7 3. Select **Sign** from the menu on the left 4. Under the **Choose Template** dropdown menu, select the appropriate template based on the payment agreement with the client 5. Add your name and email address as **Sales Representative** 6. Add the client’s name and email address as **Client** 7. Select **Send Document** 8. Enter “\[Company Name\] + Green House” for **Document Title** 9. Leave the message box empty 10. Leave the expiration date empty 4. Move the Deal card on your Deal Pipeline to **Intro Call Scheduled** 5. Go to the Deal record on HubSpot and add the Intro Call Date/Time information in the respective field on the left side under *Meeting Information* 6. *Client signs the document—Once the client has signed, you, the client, and GH will received a signed copy* ### To Cover in the Introduction Call 1. Best & **all** contact information for the client, best form of contact 2. Other individuals/contact information to be included in the project 3. Overview of key needs/hot topics 4. Review **Payment Details** outlined at the bottom of their agreement, and notify the client that the project manager will reach out to schedule a Kickoff Meeting once payment has been received ### Final Signs of the Close Follow up with the client until (1) an agreement has been signed and (2) payment has been received. You will get a copy of the signed agreement once they have signed. 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