Do you know what are the 5 step process in Bigtech?
Five Steps. One Unified Record. Zero Manual Handoffs.
STEP 1 — Discovery & Attraction
Customers discover high-tech products — IoT, drones, AI tools — on the Shopify storefront. Then checks for the expert list already suggested in system for a Demo, Customer clicks on book a demo, and instantly schedules a 15-minute consultation. All data syncs directly into HubSpot CRM with zero duplicate entry before the meeting even begins.
STEP 2 — Relationship Structuring
The moment a session is booked, a HubSpot contact record is created and assigned to the right BTM expert — BTJE for co-development, BTAE for deployment, or BTPE for product customisation. The consultation is recorded and an AI pipeline transcribes and extracts key commercial inputs — pricing preference, technical requirements, and deal type — directly into the emerging Deal Sheet in real time.
STEP 3 — Deal Lifecycle Management
A dynamic Deal Sheet is auto-generated from consultation data. It serves as the legal contract, commercial term sheet, project dashboard, compliance repository, and payment integrator — all in one unified record. It progresses automatically through four stages: Discovery → Active → Agreement → Closed — with financials, milestones, and MSA clauses all populated without manual input.
STEP 4 — Logic & Profiles Integration
Product profiles (base cost and variants) and commission profiles (payout formulas and percentages) link automatically to the active Deal Sheet — ensuring every deal is priced consistently and every commission is formula-driven and tamper-resistant. If an SME drops a deal, the Deal Bin redistributes it atomically to the next available expert with full context intact — no data loss, no delay.
STEP 5 — Execution & Payouts
Once the Deal Sheet hits Agreement stage, the system auto-generates the Service Agreement, routes it for e-signature, archives the signed record in HubSpot, marks the deal Closed Won, runs automated reconciliation against milestones, and disburses payment via bank API — all with a complete, immutable audit trail. No manual steps. No re-entry. No missed commissions.