What is the KISI Process Flow

Step 1: Request Submission

• Kisi submits a project request.
• A Velocity Tech Solutions (VTS) Account Executive reviews the request and responds in the Kisi Smartsheet with acceptance.
• The Account Executive updates the Kisi Smartsheet status to “Kisi to Respond.”
• The Account Executive (AE) creates the company and deal in HubSpot.

Step 2: Client Engagement

• Kisi initiates an email chain with the client.
• The VTS AE responds with an introduction, survey details, and a meeting request.
• The AE updates the Kisi Smartsheet status to “Client to Respond.”
• The client reviews the information and responds accordingly.

Step 3: Survey Approval & Handoff to Operations

• If the survey is approved or waived, the AE transfers the request to Operations for scheduling.
• Operations PM validates the information provided by Kisi and gathers details for the local contact.
• The Kisi Smartsheet status is updated to “Survey Scheduling in Progress.” by PM.

Step 4: Survey Scheduling & Execution

• Operations PC schedules the survey.
• The Kisi Smartsheet status is updated to “Survey Scheduled.” by PC
• Operations PC updates the Kisi Smartsheet with the assigned technician’s name, contact information, and the scheduled date and time.
• The client is informed of the survey schedule by the operations PC.
• PC provides progressive updates, including technician check-in and check-out status.

Step 5: Survey Completion & Quotation Process

• Upon survey completion, Operations PM notifies the client via email, confirming that a quote will be generated within five to seven business days.
• The Kisi Smartsheet status is updated to “Install SOW in Progress.” by PM
• Operations PC updates the SOW Smartsheet with the survey documents and estimate for quote generation.
• Sales Engineers review the survey details and begin preparing the quote.

Step 6: Client Communication & Quote Submission

• The AE ensures client satisfaction throughout the quote preparation process.
• The Sales Engineer finalizes and submits the quote to the AE.
• The Kisi Smartsheet status is updated to “Install SOW Sent.” by AE once it is delivered to the client.
• The AE follows up with the client to address any questions and facilitate the next steps.

Step 7: Installation Scheduling & Execution

• If the quote is approved, the AE updates the Kisi Smartsheet status to “Install Scheduling in Progress.”
• Operations PC coordinates and schedules the installation.
• The client is informed of the scheduled installation date and time by PC.
• Operations PC updates the Kisi Smartsheet with the assigned technician’s name, contact information, and installation details.
• The Kisi Smartsheet status is updated to “Install Scheduled.” by PC
• Operations PC provides progressive updates, including technician check-in and check-out status.

Step 8: Installation Completion

• Once the installation is completed, Operations PC updates the Kisi Smartsheet status to “Completed.”

KISI Pre-Sales Process Flow

KISI Process Manual - Task Level