CBC | Estruturação Comercial

Author Artur CardosoTotal Visits 5Visits in 7 Days 0

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A structured executive case for replacing manual commercial coordination with visible workflows, automation, and measurable management.

CBC Commercial Structuring is a Portuguese-language strategic presentation prepared for the leadership of Clínica Brasil Central. Across 16 slides, it documents how sales, occupational health operations, spreadsheets, Asana, eSST, WhatsApp, finance, and post-sales currently interact. It identifies administrative work that consumes commercial time, maps acquisition and renewal journeys, and proposes an eleven-stage target process with owners, deadlines, handoffs, and automated alerts. The presentation also defines BDR, SDR, closer, and customer success responsibilities; sketches a Goal Buddy and BI dashboard; outlines management indicators; connects the proposed tool architecture; and closes with a six-phase implementation roadmap, project scope, pricing reference, and decisions requested from leadership.

Highlights

Process diagnosis

Nine bottlenecks

Target workflow

Eleven clear stages

Automation map

Six operating areas

Measured rollout

Pilot before scale

How to Use

Start with the operating context
Open the presentation on slide one and use the next control to review the current systems, spreadsheets, communication channels, bottlenecks, and allocation of commercial time. The slide counter confirms your position in the 16-slide sequence.
Review the proposed operating model
Move through the customer journeys, target process, automation map, and role structure. Use the numbered slide controls when you need to compare a proposed stage or responsibility with an earlier diagnosis without stepping through every intervening slide.
Evaluate measurement and implementation
Continue to the dashboard, management logic, tool architecture, and six-phase roadmap. These slides connect operational data to actions and explain how diagnosis, departmental immersion, design, implementation, pilot testing, and scaling are intended to proceed.
Close on the decision slides
Review the scope, proposed role, monthly reference value, and final requested decisions. The last slides ask leadership to authorize cross-department immersion, select a renewal or NR-1 documentation pilot, and define the engagement format.