Give every opportunity an owner and a follow-up date
A service business model for organizing opportunities, proposals, and tasks so a serious conversation does not end after the first message.
A scenario showing how to use Joro; it does not represent an actual customer or an achieved sale.
Where does the sales opportunity stall?
An opportunity can be lost after the first reply because the proposal is late or no one owns the follow-up. Growing sales also requires organizing what happens after contact.
Start with a need you can serve
A signal worth reviewing
A quote request, a stated problem within your service scope, or a reply asking for delivery details.
What should you exclude?
Requests outside your expertise or incompatible with delivery timing and capacity.
From an opportunity list to sales follow-up
- 01
Turn the service into a defined offer and identify the sectors and locations you can serve.
- 02
Import existing contacts or review discovered opportunities, then link each to its need and information source.
- 03
Open a deal for a suitable prospect and set its stage, owner, and next step. Keep conversation and proposal context in the follow-up.
- 04
Review today's tasks and delayed deals, then record win and loss reasons to improve the offer and follow-up.
Give the conversation a reason
Suggested wording to adapt after checking the customer's need and your offer details:
Thank you for explaining your requirements. We can prepare a scope with deliverables and timing. What matters most, and when would you like work to begin?
What should you track instead of guessing?
- Opportunities with a next step
- Completed follow-up tasks
- Proposals awaiting a decision
- Won deals and their recorded value
These are measures for your plan, not achieved results for this model. Record sales when confirmed, and review where buyers stall before changing the offer.