PwC's Academy - Standard operating procedures
2. Handling Prospective Clients
2.3. The sales cycle | client-specific
A request for proposal can come in via telephone, email in mailbox or even from the firm.
Step 1 | A costings sheet /budget is prepared for the client request - DoS. The costing sheet is done after discussing the necessary input required by the expert/external trainer.
Step 2 | A proposal is sent to the client either via email or via an official letter - DoS
Step 3 | A client confirms their interest in engaging us to perform training services (Risk Management procedures as per below trigger off) - Training Coordinator
Step 4 | Sales sheet updated with new sale - Sales person
Step 5 | LOE and terms of Business are sent to the client and signatures collected - Training Coordinator (Latest LoE and Terms of Business is found in the Matrix) LINK
Step 6 | Training coordinators mobilise logistics - rooms, food, trainers, attendance , evaluation , certificates, update data sheets, collect debtor - Training coordinator
Step 7 | Training coordinator issues bill to client - Training coordinator
Step 8 | The PL Analysis sheet sheet is updated with actual figures - Training Coordinator
Step 9 | At month end, sales sheet is checked to ensure that all clients have been invoiced - Direct of Studies check with Sales person
Step 10 | No fiscal receipt / or any other type of receipt (except for the invoice with Paid written on it) should be issued