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Nuqta
|Standard Operating Procedures
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Standard Operating Procedures

Comprehensive guides for all Nuqta operations - 14 categories, 44 SOPs

14
Categories
43
Total SOPs
215
Total Steps
24/7
Access
1

Territory Research

Sales Rep 2-3 hours

Research assigned area using Google Maps, Zomato, TripAdvisor to identify potential merchants. Focus on high-traffic areas, malls, and popular neighborhoods.

Tools:
Google MapsZomatoInstagramGoogle Sheets
Checkpoints
  • Minimum 50 prospects per area
  • Categorized by business type
  • Contact info collected
Pro Tips
  • Check Instagram for engaged businesses
  • Look for businesses with good reviews but limited online presence
2

Lead Qualification

Sales Rep 30 min per lead

Score leads based on: foot traffic, avg ticket size, current loyalty program, social media presence, and decision-maker accessibility.

Tools:
Lead Scoring SheetCRM
Checkpoints
  • Lead score assigned (1-10)
  • Decision maker identified
  • Best contact method noted
3

Initial Outreach

Sales Rep 5-10 min per lead

Make first contact via preferred channel (visit, call, Instagram DM, WhatsApp). Introduce Nuqta briefly and request meeting.

Tools:
WhatsApp BusinessPhoneEmail templates
Pro Tips
  • Visit during non-peak hours (2-5pm)
  • Ask for the owner/manager by name
  • Have business card ready
4

Meeting Scheduling

Sales Rep 10 min

Book discovery meeting within 48 hours. Send calendar invite with agenda. Prepare merchant-specific pitch deck.

Tools:
Google CalendarPitch Deck Template
Checkpoints
  • Meeting confirmed
  • Reminder sent
  • Pitch customized to business type

Success Metrics

50+
Leads/Week
40%
Qualified Rate
25%
Meeting Book Rate
<2 hrs
Response Time

Escalation Path

If unable to reach decision maker after 3 attempts, escalate to Sales Manager for alternative approach or partnership introduction.