(bd:overview)=
# Business Development Overview

The Business Development (BD) team in 2i2c is responsible for our system of sales and cost recovery.

Broadly, our sales processes span two main flows:

- **Customer Relationship Management (CRM)** - This covers Pre-sales and Sales stages, championed by the Business Development team
- **Delivery** - This covers everything in the Delivery stage. The Delivery Enablement and P&S teams are the champions.

## Where work lives

BD tracks its work across three places:

- **Cross-team work items**: BD items on the [Operations Board](https://github.com/orgs/2i2c-org/projects/64/views/5?sliceBy[value]=Business+Development)
- **Sales pipeline status and activities**: See [](./crm.md)
- **Anything requiring CS&S action**: See [](#delivery:asana)

(slack:business-development)=

## Slack channels

- [`#business-development` Slack channel](https://2i2c.slack.com/archives/G015W2KSBCP) is for discussions around the business and membership lifecycle.
- [`#business-development-hubspot-updates`](https://2i2c.slack.com/archives/C08PQQHH3U5) is for tracking ongoing conversations around automated updates from HubSpot.

## Sales playbook

Our [Sales Playbook](https://app.asana.com/1/1200524400901350/project/1212757516638013/list/1212758290889099) is an Asana project that describes common actions that must be taken throughout the sales process.

## Service agreements

Service agreements are based on the [Outbound Services Agreement template](https://docs.google.com/document/d/1kPgSddJ_Sob0XcTbkDy5UShIAVKPmm04P9ZLsYiOV20/edit?usp=sharing) developed collaboratively with CS&S. Agreements include:

- Scope of services (hub specifications, support levels, consulting hours if applicable)
- Pricing structure (annual membership fee + monthly usage fees)
- Contract term and renewal provisions
- Service level commitments

Agreements are finalized through Dropbox Sign and trigger the delivery handoff process.