video1.0<iframe src="https://www.loom.com/embed/908541855f86400b94229ca58bb1d665" frameborder="0" width="1208" height="906" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>9061208Loomhttps://www.loom.com9061208https://cdn.loom.com/sessions/thumbnails/908541855f86400b94229ca58bb1d665-1956d0d4cbd45fff.gif127.856This Loom outlines a four stage sales onboarding process: integrate, build, launch, and refine. Setup takes about two weeks before the delivery window starts. During integrate, the team gathers sales assets and agrees on fit, need, interest, purpose, required budget, and exclusions, then builds a qualification script in the build stage. In launch, they begin calling prospects, pre-sending a qualification transcript to your team and handling follow up and rebooking. Refinement improves the script based on call evidence and objections; the example given is that GEO signed four clients in 90 days, including Xavier at roughly 500 million in annual revenue.