01 / UNDERSTAND
Get the foundations right.
Explore the working decisions behind a useful sales automation process.
Open the practical guide ↗THE DOOD SYSTEM / TOPIC COLLECTION
Move the deal and the work forward
Define stages, follow-up and the commercial handoff before automating sales activity.
FOLLOW THE HANDOFF
01Agree stage evidence→
02Track the next action→
03Hand over approved work
Open a worked example ↗
A won opportunity should arrive in delivery with its approved scope, owner and start conditions, not just a changed status.
02 / ASSESS
Try it with your own process.
Use an interactive assessment or builder to identify your next step.
Open the free tool ↗03 / IMPLEMENT
Connect it to your working day.
Scope the rules, owners and exceptions for a focused implementation.
Explore the service ↗Go deeper.
CRM workflow examples with real handoff rules
Explore capture, quote approval and customer onboarding as complete workflows.
Read the field guide ↗Sales funnel stages you can measure consistently
Use cohort definitions to find the gap between an enquiry and a qualified opportunity.
Read the field guide ↗From the journal.
Proforma to order: keep the commercial handoff clear
Read the article ↗Explore the connected system.
MAKE IT PART OF YOUR WORKFLOW
A useful tool. A connected business.
Bring your customer, inventory and accounting workflows together. Tell us where the handoff gets difficult.
