SALES
Sales Process Design: A Repeatable Path From First Enquiry to Closed Order
In many small businesses, each salesperson sells in their own way. One follows up three times, another never does. Quotes go out in different formats, and the owner only learns a deal was lost when the customer buys from someone else.
Sales process design gives your team one shared path. We define the stages a lead moves through, what must happen at each stage, what tools and documents support it, and how progress is measured, so results depend less on who happens to be selling.
Discuss your business ↗WHAT WE DO
Practical support,
step by step.
- 01Observe how deals currently progress, by reviewing recent wins, losses and stalled opportunities
- 02Define pipeline stages from new enquiry to qualified, quoted, negotiating and closed
- 03Set qualification questions that tell the team which leads deserve time
- 04Write stage-wise checklists: what to do, what to send and what to record
- 05Draft templates for first-response messages, call outlines, quotations and follow-ups
- 06Set a follow-up cadence and response-time standards
- 07Define handover points between marketing, sales and delivery
- 08Train the team on the process and role-play the difficult steps
WHAT YOU RECEIVE
Outputs you
can use.
- A one-page sales process map with stage definitions
- Qualification criteria and stage checklists
- Templates for quotations, follow-up messages and call outlines
- Response-time and follow-up standards
- A training session and a short playbook for new salespeople
Final deliverables depend on the agreed scope.
WHO THIS IS FOR
Businesses with a small sales team or a founder who sells personally, where results vary by person and nobody can say clearly where deals are lost.
LET’S MOVE YOUR BUSINESS FORWARD
