Potential clients have an optimal path forward with Holacracy

  • Counseling organizations exploring Holacracy on the various support services that HolacracyOne offers, including Holacracy Discovery Sessions, public and private workshops and trainings, implementation coaching services, and GlassFrog software

  • Tracking significant client opportunities and publishing an opportunity pipeline

  • Contracting with current and potential clients to convert opportunities into clear engagements with clear expectations

  • Soliciting client permission to make public their story of adopting Holacracy and publishing client's current permission status

  • Connecting Engagement Operations to the client's designated logistics coordinator during handoff

  • Requesting Holacracy Coaching Services appoint a representative to assist in defining each non-standard deal, involving that representative in the contracting process, and verifying they're comfortable with the engagement before closing the deal

  • Requesting Holacracy Training appoint a representative to assist in defining each private training & workshop deal, involving that representative in the contracting process, and verifying they can deliver on the negotiated expectations before closing the deal

Notes

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