A one-page visual map of the four sales stages every Flatland deal moves through — from first lead to annual customer touchpoint.
Document ID
FRI-SOP-003
Version & Revised
v1.0 · 2026-04-29
Owner
Sales Manager
Audience
Sales Reps · Production Coordinator (handoff)
Review Cycle
As needed (when stages change)
1. Purpose
Give every team member a single-page mental model of the entire Flatland sales process — what stage a deal is in, what comes next, and where ownership transfers between sales, production, and follow-up.
2. Stages Flow
Lead Stage
#
Stage
Owner
1
Lead Generation
Sales / Marketing
2
Lead Intake (CRM)
Sales
3
Initial Contact
Sales
4
Appointment Confirmation
Sales
Sales Stage
#
Stage
Owner
5
On-Site Inspection / Send videos to homeowner
Sales Rep
6
Homeowner Debrief
Sales Rep
7
Handle Objections / Pain Points
Sales Rep
8
Present Packages
Sales Rep
9
Close the Sale
Sales Rep
10
Collect Deposit
Sales Rep
Production Stage
#
Stage
Owner
11
Production Handoff
Sales → Production Coordinator
12
Build Orders & Schedule Work
Production Coordinator
13
Installation Day
Production Coordinator / Crew
14
Final Walkthrough With Homeowner
Sales Rep / Production
15
City Final Inspection
Production Coordinator
Follow-Up Stage
#
Stage
Owner
16
Collect Final Payment
Office / Sales Rep
17
Request Review
Sales Rep
18
Referral Requests
Sales Rep
19
30-Day Check-In
Sales Rep
20
Annual Check-In
Sales Rep
Hand-off
Stages 1–10 are owned by Sales. Stages 11–15 transfer to Production. Stages 16–20 return to Sales for retention.