HubSpot Notes

Deal Stages

Stage – 1: Interest: 10%​

  • *Confirmation from customer that presentation is satisfactory, and they agree to move on to next steps​
  • Long Term Prospect Reason​​

Stage – 2: Discovery: 30%​

  • *Purchase Timeline​
  • *Confirmation of delivery time​
  • *Customer budget confirmed​​

Stage – 3: Proposal: 50%​

  • *All objections have had solutions​
  • Demo completed if requested​
  • *Customer has requested formal quote​
  • *Customer requirements + expectations​

Stage – 4 Quote: 80%​

  • * Formal quote presented to customer​

Stage – 5: Closing: 90%​

  • *PO received by ZEVx​
  • *Confirmation of delivery timelines, payment terms, and other logistical details
  • *Agreement on post-sales support & implementation​

Stage – 6:  Closed/Won​

  • *Payment received​

Stage – 7: Delivered

Lost ​

  • *Closed lost reason ​