Step 01 · Foundation

Customer & Goal

Start with what you know. Your preparation quality determines the quality of your conversation.

🏢

Client & meeting details

Company, customer, role *

Meeting type

Meeting date

Meeting goal *

Previous notes / context

🧠

DISC profile

Customer communication style — shapes tone and questions

Customer style

Step 02 · Solution design

Your Solution

Define what Strathmore Business School is offering this client. Be specific — vague solutions produce vague conversations.

🎓

Programme offering

Programme / engagement name *

Industry / sector

Academic Director

📊

Buying signals

Primary motivation

Decision timeline

Budget signal

⚔️

Competitive landscape

👥

Stakeholder map

Step 03 · Deal qualification

Win Probability

Score this deal honestly. The number is for your team — it determines where this opportunity sits on the dashboard.

—

Estimated win probability

🎯

Rate each factor

Relationship strength

Budget clarity

Decision maker access

Urgency / timing

Solution fit

Competition level

💰

Deal value

Approximate value of this opportunity — drives the forecast on the dashboard

Approximate deal value (KES)

✅

Next actions

What happens after this meeting?

Step 04 · Client conversation

Meeting Script

6-Stage Route™:

AI-generated meeting conversation guide tailored to your client and Strathmore Business School context.

Step 05 · Outreach

Outreach

Select channel:

AI-generated outreach for this client opportunity, branded for Strathmore Business School.

Step 06 · Proposal generation

AI Proposal

Format:

Full client-ready proposal generated from your inputs. Download as Word for client delivery.

Professional Word document · ready for client delivery

Step 07 · Save to dashboard

Summary & Save

Review your opportunity brief, then save it to your dashboard. Win probability determines routing.

📌

Section 08 · My performance

My Dashboard

Your personal pipeline, proposals, and confirmed engagements.

🚀

My pipeline

Opportunities saved from the 7-step process

✅

My confirmed engagements

Win probability 100% — confirmed as delivered

📄

My proposals

All proposals generated on your opportunities

Section 09 · Team overview · Admin

Team Dashboard

Aggregate view across all BD Managers for this financial year.

📊

Revenue by BD Manager

📋

Recent activity — all managers

Section 10 · Performance · Admin

BD Scorecards

Individual BD Manager performance — pipeline value, proposals, confirmed engagements.

Section 11 · Intelligence · Admin

Client Register

All clients across the team — BD Manager, programme history, pipeline vs confirmed status.

Section 12 · Pipeline · Admin

Pipeline Board

All team opportunities organised by win probability stage.

Section 13 · Delivery register · Admin

Confirmed Engagements

All confirmed deliveries — 100% win probability opportunities that became engagements.

Section 14 · Weekly BD meeting · Admin

Weekly Meeting

Structured agenda and action tracker for your weekly BD team meeting, auto-populated with live data.

📅

Meeting details

Meeting date

Facilitator

Key focus this week

⚡

Live metrics

📋

Standing agenda

✅

Action items

Section B · Quick entry

Log a Won Deal

Already closed? Record a confirmed engagement in seconds — no proposal needed. Entries are recorded as won for the current year, , and appear on the dashboard straight away.

🏆

Confirmed engagement

Saved to the dashboard as won (100% win probability)

Client *

Programme / engagement

Deal value (KES) *

Date won

Academic director