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Process Per Query

Important links

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Process per query⁠

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Compliance Compass⁠

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Sales Matrix⁠

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Gap Analysis⁠

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Sales Question Tracker⁠

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Calculator⁠

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1. Receiving and Assessing Sales Queries

Step 1: When a sales query is received, the sales team should first check internal resources to determine if an existing answer is available.

Resources to check:

Sales Matrix

Compliance Compass

Gap Analysis

If question relates to visas/blue collar/chain hiring/on-site work

Sales Question Tracker

2. Submitting the Query for Departmental Review

Step 2: If no existing answer is found, the sales team should submit the query via the Sales FAQ channel in Slack.

The submission form will include:

Department selection: Choose one from the four available (Finance, Payroll, HR, Global Infrastructure).

Query type: Indicate whether it is generic or customer-specific.

An example of generic would be, “Can we hire blue collar workers in X”, or “Can we sponsor visas in Y”.

Strategic Value

High (e.g., market entry, long-term strategic client)

Medium (e.g., repeat client, existing market expansion)

Low (e.g., one-time client, low ARR)

Country and Monthly Revenue will also be required.

3. Departmental Review, Allocation, and Evaluation

Step 3: The query will be picked up by a designated team member from the selected department.

This person should notify the sales team that they have taken ownership of the query.

Step 4: The department representative must assess whether external advice is required:

If external advice is necessary, the department representative should determine whether the prospect meets the financial criteria for engaging external advisors.

They will use the

Calculator⁠

to assess whether advice is worth seeking or not.

If external advice is NOT required → Discuss alternative solutions with the Sales Team.

If external advice IS required → Proceed to Step 6.

4. Tracking and Consulting External Partners

Step 5: The department representative should:

Add the query to the

Sales Question Tracker in Coda⁠

Contact the relevant external partner to request an answer.

If Payroll/Finance, likely the local partner

If HR/GI, this will be our POC at Bird & Bird

Update the Sales Team via the question thread on Slack, and continue to update on progress and timelines.

5. Providing the Answer and Updating Resources

Step 6: Once an answer is received from external advisors, the department representative should:

Update the original Slack thread where the query was asked.

They should also store the answer in the Sales Question Tracker in Coda and update:

Their own department’s internal documentation is updated.

The Compliance Compass is also updated with relevant details.

Once each action is completed it should be marked off in the Sales Tracker Template

Answer within the Sales Tracker should include all dates of when external providers were contacted, along with a summary of the progress.

The Sales team should also update their own Matrix.

6. Final Confirmation and Closure

Step 7: Sales confirms that they have received the answer and updated their processes accordingly.

Once complete, the query is marked as resolved.

Process Flow

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