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Business Development (Demo)

Task Name
Status
Actions
▾ Lead Generation & Prospecting
▾ 🏷 Outbound
≡
Build target account list for Q3
→ BD Team (you) · 📅 23 Oct 26 · ⏰ 17:00 · ⏱️ 3d
Segment by industry & company size. Aim for 50 named accounts that fit the ideal-customer profile.
Complete
≡
Run LinkedIn outreach sequence
→ BD Team (you) · 📅 09 Nov 26 · ↻ Weekly
Send connection notes + a value-led follow-up to this week's list.
Open
▾ 🏷 Inbound
≡
Follow up on webinar sign-ups
→ BD Team (you) · 📅 21 Oct 26
Prioritise attendees who watched to the end — they're the warmest.
Complete
≡
Ask happy clients for referrals
→ BD Team (you) · 📅 16 Nov 26 · ↻ Monthly
Open
▾ 🏷 Hot Lead
≡
Follow up on webinar sign-ups
→ BD Team (you) · 📅 21 Oct 26
Prioritise attendees who watched to the end — they're the warmest.
Complete
▾ Outreach & Qualification
▾ 🏷 Discovery
≡
Discovery call with Acme Corp
→ BD Team (you) · 📅 28 Oct 26 · ⏰ 11:00 · ⏱️ 45m
Understand pain points, budget and decision timeline. Confirm the economic buyer.
Complete
≡
Send needs-assessment questionnaire
→ BD Team (you) · 📅 30 Oct 26
Tailor the questions to what surfaced on the discovery call.
Complete
▾ 🏷 Follow-up
≡
Qualify inbound demo requests
→ BD Team (you) · 📅 02 Nov 26 · ↻ Weekdays (Mon–Fri)
Score against BANT before booking a call.
Open
▾ Proposals & Pitches
▾ 🏷 Draft
≡
Draft proposal for Acme Corp
→ BD Team (you) · 📅 13 Nov 26 · ⏱️ 2d
Lead with the business outcome, not the feature list.
In Progress
▾ 🏷 Review
≡
Refresh pitch deck with new case studies
→ BD Team (you) · 📅 27 Oct 26
Swap in the two most recent wins with hard ROI numbers.
Complete
≡
Deliver product demo to Globex
→ BD Team (you) · 📅 05 Nov 26 · ⏰ 15:00 · ⏱️ 30m
Demo to the workflow they described — not the generic tour.
Open
▾ 🏷 Priority
≡
Draft proposal for Acme Corp
→ BD Team (you) · 📅 13 Nov 26 · ⏱️ 2d
Lead with the business outcome, not the feature list.
In Progress
≡
Prepare pricing & ROI model
→ BD Team (you) · 📅 17 Nov 26 · 🔗
Build a simple payback calculator the buyer can share internally.
Open
▾ Negotiation & Closing
▾ 🏷 Contract
≡
Negotiate contract terms with Globex
→ BD Team (you) · 📅 20 Nov 26 · 🔗
Hold on discount; trade concessions for a longer term or a case-study commitment.
Open
▾ 🏷 Legal
≡
Legal review of the MSA
→ BD Team (you) · 📅 27 Nov 26 · 🔗
Flag liability caps and the auto-renewal clause for sign-off.
Open
▾ 🏷 Won
≡
Send for signature & close the deal
→ BD Team (you) · 📅 04 Dec 26 · 🔗
Send via e-signature and confirm the PO number for invoicing.
Open
▾ Onboarding & Account Growth
▾ 🏷 Kickoff
≡
Run client onboarding kickoff
→ BD Team (you) · 📅 11 Dec 26 · 🔗
Introduce the success manager and agree success metrics up front.
Open
▾ 🏷 Upsell
≡
Identify upsell & cross-sell opportunities
→ BD Team (you) · ↻ All-time (never completes)
Ongoing watch on accounts approaching their usage limits.
In Progress
≡
Quarterly business review with key accounts
→ BD Team (you) · 📅 18 Dec 26 · ↻ Quarterly
Show value delivered vs. the goals set at kickoff.
Open
▾ Partnerships & Alliances
▾ 🏷 Channel
≡
Recruit new channel / reseller partners
→ BD Team (you) · 📅 24 Nov 26
Target partners already selling into our ideal-customer profile.
In Progress
▾ 🏷 Strategic
≡
Plan co-marketing campaign with partner
→ BD Team (you) · 📅 15 Dec 26 · 🔗
Joint webinar + shared lead list; agree how leads are split.
Open
▾ Marketing & Content
▾ 🏷 Content
≡
Publish a new customer case study
→ BD Team (you) · 📅 18 Nov 26 · ↻ Monthly
Get quote approval from the client before publishing.
Open
≡
Send the monthly prospect newsletter
→ BD Team (you) · 📅 28 Nov 26 · ↻ Monthly
Lead story + one case study + one event invite.
Open
▾ 🏷 Events
≡
Book a booth at the industry conference
→ BD Team (you) · 📅 25 Dec 26 · ↻ Yearly
Early-bird rate closes end of August — book before then.
Open
▾ Pipeline Review & Reporting
▾ 🏷 Weekly
≡
Weekly pipeline review meeting
→ BD Team (you) · 📅 08 Nov 26 · ⏰ 09:30 · ⏱️ 30m · ↻ Weekly
Walk each deal over $10k; agree the single next step for every one.
Open
≡
Update the sales forecast in the CRM
→ BD Team (you) · 📅 08 Nov 26 · ↻ Weekly
Keep close dates and stages honest — the forecast is only as good as the hygiene.
In Progress
▾ 🏷 Confidential
≡
Review rep commission plan
→ BD Team (you) · 📅 20 Nov 26 · 🔒
Private task — visible only to its creator. Handy for confidential to-dos.
Open
No due
May 2026
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Build target account list for Q3
Run LinkedIn outreach sequence
Follow up on webinar sign-ups
Ask happy clients for referrals
Follow up on webinar sign-ups
Discovery call with Acme Corp
Send needs-assessment questionnaire
Qualify inbound demo requests
Draft proposal for Acme Corp
Refresh pitch deck with new case studies
Deliver product demo to Globex
Draft proposal for Acme Corp
Prepare pricing & ROI model
Negotiate contract terms with Globex
Legal review of the MSA
Send for signature & close the deal
Run client onboarding kickoff
Identify upsell & cross-sell opportunities
Quarterly business review with key accounts
Recruit new channel / reseller partners
Plan co-marketing campaign with partner
Publish a new customer case study
Send the monthly prospect newsletter
Book a booth at the industry conference
Weekly pipeline review meeting
Update the sales forecast in the CRM
Review rep commission plan