Sales & Client Management¶
Home for Jaspire AI's sales process, client acquisition playbooks, and reusable templates.
🎯 Primary goal: acquire and successfully onboard the first clients with a consistent, trustworthy, repeatable process.
What Lives Here¶
- Sales process + funnel definitions
- Discovery call materials
- Proposal and scope templates
- Client onboarding checklist
- Objection handling and sales enablement
Operating Principles¶
- Respond fast (same-day where possible)
- Document everything in one place (CRM + notes)
- Be transparent on scope, risks, and outcomes
- Prefer phased delivery (Discovery → POC → Build → Support)