Sales Team Workflow: From Trial to Paid Account

The Sales team takes a potential client from limited trial access to a paid account and maintains the client relationship.

Sales process

1. Provide pre-sales access: Give the potential client freemium access so they can explore the permitted functionality.
2. Create a mandate: Enter the mandate label, client, pool types, job role, and nationality to represent the hiring requirement in the platform.
3. Create a curated pool: Choose from recruiter or mandate pools, hot pools, the nationality universe, or create a new pool. Where applicable, the original pool location is retained.
4. Configure SmartDoss access: Set the permitted number of SmartDoss unlocks based on nationality. Provide a locked SmartDoss view when needed for sharing.
5. Share and monitor: Share the curated-pool link and monitor usage to observe trial engagement.
6. Close the sale: Upload the signed terms, credit number, credit type, duration, and payment receipt to record the commercial information.
7. Start onboarding: Trigger the Super Admin to begin onboarding and training so the client can move into paid usage.
8. Retain the account: Monitor usage, issues, and expiry triggers. Create pre-curated hot pools based on client-specific usage to support follow-up or retention actions.