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Sales Playbook
End-to-end sales process and qualification tools
5 Sales Stages
Sales ready
Sales Process Flow
Step 1
Discovery
Identify pain points, call volume, missed call rate, current reception setup
Step 2
Demo
Run the 15-minute standard demo with live call simulation
Step 3
ROI Presentation
Generate and present custom ROI calculation for the clinic
Step 4
Close
Present packaging options, confirm deployment timeline
Step 5
Handoff
Submit lead for implementation, confirm telephony requirements
Qualification Checklist
Clinic uses Dentally as PMS
30+ inbound calls per day
Experiencing missed calls or after-hours demand
Decision maker engaged (owner or practice manager)
Willing to trial for 30 days minimum
Located in APAC or UK pilot region
Sales Call Checklist
0 / 9
Ready to start selling?
Follow this playbook to consistently close deals and onboard clinics efficiently.