Emmy Drafts — Sales SOP

From Lead to Onboarding Handoff*(Web Design, Development & Marketing Services)*

Purpose of This SOP

This SOP teaches how Sales works at Emmy Drafts — not just what buttons to click.

By the end, a salesperson should understand:

• how our Sales Pipeline functions
• what each pipeline stage represents
• what information must be collected and where it belongs
• how to correctly close a deal
• how to perform a clean, system-safe handoff to Onboarding

Sales is responsible for:

• qualifying leads
• defining scope
• closing deals
• attaching required documentation links

Sales is not responsible for:

• onboarding logistics
• Google Drive organization
• intake forms
• project setup