Task

Date

Responsible

Objective

Project Kick-Off Meeting

[Date]

Sales Team, Technical Experts, Finance

Review project scope, gather technical specifications, discuss pricing.

Initial Cost Assessment

[Date]

Finance Department

Estimate cost of materials, labor, and overhead for the project.

Technical Specification Review

[Date]

Technical Experts

Ensure the proposed solution aligns with the client's requirements.

Pricing Strategy Meeting

[Date]

Sales Team, Finance

Define pricing strategy, including profit margin and discounts.

Quote Drafting

[Date]

Sales Team

Prepare a comprehensive sales quote with pricing details.

Legal Review

[Date]

Legal Department

Ensure all legal aspects and terms are met in the proposal.

Quote Approval

[Date]

Sales Team, Finance, Legal

Final review and approval of the sales quote.

Client Presentation

[Date]

Lead Sales Representative

Present the sales quote to the client and address questions.

Negotiation Period

[Date]

Sales Team

Engage in negotiations with the client to finalize terms.

Final Proposal

[Date]

Sales Team

Prepare the final proposal with negotiated changes.

Quote Submission

[Date]

Sales Team

Submit the final proposal to the client.

Follow-Up and Feedback

[Date]

Lead Sales Representative

Gather client feedback and address remaining concerns.

Contract Signing

[Date]

Legal Department

Review and finalize the contract for the project.

Project Commencement

[Date]

Project Management Team

Initiate the project once the contract is signed.