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Sales Processes

Documented workflows owned and maintained by the Sales function.

Active Processes​

Client Onboarding​

Duration: 0.5 hours Frequency: Per new client Tool: Notion

Initial intake and setup for new clients entering the Kyndof ecosystem. Ensures complete information capture, proper system setup, and smooth handoff to fulfillment.

Key Outcomes:

  • Client profile created in Notion
  • Contact information and preferences documented
  • Communication channels established
  • First project scoped and initiated

Order Management​

Duration: Varies by order complexity Frequency: Per order Tool: Notion, Slack

End-to-end lifecycle management from order receipt through delivery coordination. Ensures accurate specifications, realistic timelines, and proactive client communication.

Key Outcomes:

  • Order specifications fully documented
  • Production timeline confirmed with Operations
  • Client receives regular status updates
  • Successful delivery and client satisfaction

Process Improvement​

Sales processes are reviewed quarterly for efficiency gains. Suggestions for improvements should be submitted via:

  • Slack: #process-improvements channel
  • Notion: Process Feedback database
  • Direct to Sales Director

Last Review: 2026-01-15 Next Review: 2026-04-15