| Document Control | |
|---|---|
| Document Title | Sales Process Flowchart |
| Document ID | HWB-QMS-8.0-FLOW-001 |
| Version | 2.0.0 |
| Status | APPROVED |
| Author | George (Systems Architect) |
| Approved By | Humberto Dominguez, CEO |
| Date | 09/21/2026 |
| ISO 9001 Clause | 8.2.1 (Customer Communication) |
Standard Operating Procedure: Sales Process Flowchart
1.0 Purpose
This document provides a visual representation of the Sales Process at HWB Cleaning Services, ensuring all team members understand the sequence of activities from initial contact to client onboarding.
2.0 Scope
Applies to all sales activities within the Lead Pipeline and CRM modules.
3.0 Universal Mandates (2026 Baseline)
- Guidance First: If a lead's requirements are ambiguous, ASK the CEO before generating a quote.
- Tier 6 Telemetry: Every transition in this flowchart must be traceable in the
SigmaInteractionLog. - Physical Truth: Reference absolute paths for the quote generator logic (
quote_form.html).
4.0 The Sales Sequence
graph TD
Start((Contact)) --> Inquiry[Inquiry via Web/Phone]
Inquiry --> Qualify{Lead Qualification}
Qualify -- No --> LogStop[Log & Archive]
Qualify -- Yes --> Schedule[Schedule Site Visit]
Schedule --> Assessment[Conduct Assessment]
Assessment --> Proposal[Prepare SigmaQuote]
Proposal --> Delivery[Deliver to Client]
Delivery --> FollowUp{Follow-Up}
FollowUp --> Decision{Client Decision}
Decision -- Rejected --> Feedback[Gather Feedback]
Decision -- Negotiate --> Proposal
Decision -- Accepted --> Agreement[Sign Agreement]
Agreement --> Onboarding[Onboard via CRM]
Onboarding --> Finish((Complete))
5.0 Verification (Zero-Defect Check)
- The flowchart renders correctly in the Compliance Engine.
- Every accepted agreement results in a valid Account record.
6.0 Revision History
| Version | Date | Author | Change Description |
|---|---|---|---|
| 2.0.0 | 05/21/2026 | George | TOTAL MODERNIZATION. Added 2026 Baseline and Tier 6 mandates. |
| 1.1 | 2026-02-21 | Gemini | Initial Release. |