IT

The IT Guys

Sales

Use your The IT Guys Microsoft 365 account.

IT
The IT GuysSales

SALES DASHBOARD

Pipeline at a glance

DO THIS NEXT

Nothing urgent right now.

Add another prospect or review the pipeline.

WHY THIS IS NEXT

Call Email
1Add a business
2Call, email, or visit
3Tap what happened
4The app schedules the next step

Upcoming meetings

PIPELINE

Prospects

Export CSV

JOSH WORKSPACE

Technical Queue

Sales handoffs that need technical review. Alanna's workflow stays on the sales side.

NEW PROSPECT

Add a business

Call Email

CONTACT & BUSINESS INFO

Who are we working with?

Contact—
Role—
Phone—
Email—
City—
Employees—
Fit—

ACCOUNT MANAGEMENT

Recurring client follow-ups

Create the recurring Outlook appointment and Teams meeting directly from the client record.

Client
Client contact—
Email—
Phone—

Scheduled follow-ups

SCHEDULED MEETING

Discovery meeting

Teams invite still needs to be scheduled.

The meeting is not complete until the invite is on the calendar.

BUSINESS IT INTEGRATION

Business Discovery

Use this when the opportunity needs business IT cleanup, standardization, ownership remediation, or a BII buildout.

Not started
Step 1 of 9Company & Contact

Company & Contact

The company/contact record comes from the prospect. Capture only what matters for this BII conversation.

People, Locations & Devices

Current IT & Priorities

Accounts, Email & Data

Critical Applications

Security & Network

Regulatory, Timeline & Downtime

Decision & Opportunity

Potential service lanes

Review & Send to Josh

YOUR NEXT MOVE

1

SALES GUIDE

Make the first contact

Recommended
YOUR GOAL

GOOD OPENING

WHAT TO LEARN
    When you're done: Tap what happened below. The app will schedule the next step.

    FINISH THIS TASK

    What happened?

    Pick the closest result. The app will move this prospect to the right next step.

    WHAT SHOULD HAPPEN NEXT?

    Choose the next move

    Based on this stage, these are the most common next steps.

    Guided
    OTHER OUTCOMES Use these when the recommended moves do not fit what actually happened.

    Confirm this result

    This closes the current sales task. Make sure your note explains what happened.

    HOW TO COMPLETE THIS STEP

      Schedule the next step Give it enough detail that Alanna never has to remember it herself.
      Teams invite required

      Open the Teams scheduler. The subject, attendee, date, time, and duration will be filled in for you.

      EDIT PROSPECT

      Contact & business information

      Update this whenever the contact person, phone number, email address, or business details change.

      HISTORY