Enterprise Sales Resources

Tools, collateral, and support for our enterprise sales team

Sales Pipeline Stages

1

Lead Qualification

Identify potential enterprise customers based on company size, industry, and legal/compliance needs.

Key Signals:

  • • 50+ employees
  • • Multiple locations
  • • High compliance complexity
  • • Current manual compliance
2

Qualified Prospect

Confirm engagement intent and budget availability for enterprise solution.

Qualification Criteria:

  • • Budget: A$5,000-A$100,000+/year
  • • Decision maker available
  • • Compliance pain point validated
  • • Timeline defined
3

Demo & Discovery

Present platform customized to their specific use cases and compliance requirements.

Demo Focus Areas:

  • • Organization hierarchy for their structure
  • • Contract management for their portfolio
  • • Compliance automation for their industry
  • • Reporting for their stakeholders
4

Proposal & Negotiation

Present commercial proposal with pricing, features, implementation timeline, and support terms.

Proposal Includes:

  • • Customized pricing based on seats, entities, features
  • • Implementation roadmap (typically 4-8 weeks)
  • • Support tier and SLA
  • • Training and onboarding plan

Closed Won

Contract signed. Execute implementation and ensure customer success.

Post-Sale:

  • • Dedicated implementation manager assigned
  • • Data migration and setup
  • • Staff training delivered
  • • Go-live and support handoff

Schedule Enterprise Demo

Enterprise Success Stories

FINANCIAL SERVICES

National Finance Group

850+ employees across 12 locations

Challenge

Managing compliance across 12 locations with inconsistent policies and tracking

Result

87% compliance improvement in 6 months. Centralized policy distribution and automated reminders reduced manual tracking by 40 hours/month.

Annual Contract Value: A$45,000

PROFESSIONAL SERVICES

Accounting Practice Group

42 partners, 280 staff across 5 offices

Challenge

Managing multiple client organizations, different compliance requirements per client

Result

Multi-client portal increased team efficiency by 53%. Clients now manage their own compliance, reducing support burden.

Annual Contract Value: A$28,000

FRANCHISE GROUP

Retail Franchise Network

34 locations nationally

Challenge

Ensuring brand consistency and legal compliance across franchisee operations

Result

Centralized policy distribution ensured 100% franchisee compliance with brand standards. Training completion tracked automatically.

Annual Contract Value: A$32,000

Enterprise ROI Calculator

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