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Cuddy Financial
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Sales

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Sales Process

You take a prospect through the sales process
Process Buildout Checklist
Process Discovery
Process Optimization
Team Sign Off
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Prospect - Schedules Intro Call
Done using the BTP website, submitting the form online
A sales document is created within Google drive
Task Owner - Macro Task
Micro details
Task Owner - Macro Task
Micro details

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Task Owner - Macro Task
Micro details
Task Owner - Macro Task
Micro details
Task Owner - Macro Task
Micro details

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