Prepare for the Equinox Sales Training Test. Study with flashcards and multiple choice questions, each question has hints and explanations. Get ready for your exam!

Multiple Choice

Which stage typically precedes onboarding?

Understanding the sequence of a sales-to-success workflow helps explain why closing comes before onboarding. Onboarding is the activation of a new customer—training, setup, and handoff to implementation. That can only start once the customer has committed to the purchase and a contract is signed, i.e., the deal is closed. The earlier stages—discovery, proposal, and negotiation—are all about uncovering needs, presenting a solution, and agreeing on terms. They shape the sale, but they precede the final commitment. Once the close has occurred, the onboarding team takes over to implement and enable the customer.

Understanding the sequence of a sales-to-success workflow helps explain why closing comes before onboarding. Onboarding is the activation of a new customer—training, setup, and handoff to implementation. That can only start once the customer has committed to the purchase and a contract is signed, i.e., the deal is closed. The earlier stages—discovery, proposal, and negotiation—are all about uncovering needs, presenting a solution, and agreeing on terms. They shape the sale, but they precede the final commitment. Once the close has occurred, the onboarding team takes over to implement and enable the customer.