Marketing Lead

Sales initial conversation Sales and/or Consulting Follow-up conversation

with Client drafts proposal between Client and Sales

Sales force lead

NO Is
proposal
complete?

Follow-up conversation
Consulting – initial
Consulting lead conversation with Client
Consulting draft proposal between Client and
Consulting YES

Nested Process – Client

Agreement and Service
Client billed by Final Invoice created by Delivery
Follow-up by Accounting YES Approval by
Accounting Sales or Accounting Sales or
Sales, or Consulting Consulting?
Consulting Consulting

NO

NO YES
Payment
Finish
received?