Once your prospect is ready, this is the next step.    

Walk them through the RFP (Request for Proposal) form and make sure all fields are completed accurately. Be sure to select yourself as the salesperson so you receive proper credit for the deal.

Ideally, complete the form with them live (on a call or screen share) to ensure nothing is missed and to keep momentum strong.

Click "Contact" on the top navigation menu, and select the "Request a Proposal" option on the drop-down menu.

The Leads System One Pager gives you a snapshot of the packages and pricing at a quick glance.

This section gives you everything you need to confidently start and carry a sales conversation for the Nsite Leads System — from the first call to staying in touch after a demo.

  Want to be the Project Manager (PM)?    

If you would like to manage a client project, and if approved, this checklist will guide you step by step

You’ll help gather content, coordinate with the client, and keep things moving smoothly. Everything is structured to make the process clear and manageable—even if you’ve never done this before.

👉 Tip: You must meet with Sonia and be pre-approved and request the PM commission and overview document. 

👉 Tip: Staying organized and responsive is the key to earning PM bonuses and creating a great client experience.