Consulting · Sales Process Consulting
A sales process your team can follow, review and improve.
We map how deals move today, define clear stages with qualification criteria, set follow-up points and design the hand-offs between sales and delivery. It is process design and coaching material, and it works with or without a CRM.
Where sales processes leak
Good leads lost between the steps
Stages that mean different things
Two people call the same deal “proposal sent” and “interested”, so reports cannot be trusted.
No agreed qualification
Time goes to leads that were never a fit while good ones wait.
Dropped hand-offs
Information is lost between sales and delivery and the customer repeats themselves.
What is included
Process design your team can use
- Current process reviewHow leads arrive, who handles them and where deals stall today.
- Stage definitionsClear entry and exit criteria for each stage.
- Qualification criteriaQuestions and thresholds to separate fit from non-fit.
- Follow-up rulesTiming, ownership and escalation for each point where deals wait.
- Hand-off designWhat is passed from sales to delivery and in what format.
- Team guidancePlaybook pages and a short walkthrough for the team.
Deliverables
What you receive, and what this is not
You receive
- Current-process map with problem points
- Stage definitions and criteria
- Qualification guide
- Follow-up and ownership rules
- Hand-off template
- Team playbook
Boundaries
- Consulting and documentation. CRM set-up is a separate service.
- We do not guarantee sales outcomes.
- Recommendations rely on how your team really sells, so we need access to the people involved.
- Sales staffing and incentive plans are outside scope.
How it works
How a sales process is defined
We design with the people who will use it.
Map today
Real deals are traced from first contact to close.
Find the leaks
Stalls, drops and unclear ownership are listed.
Define the stages
Entry and exit criteria are agreed.
Write the rules
Qualification, follow-up and hand-off rules are drafted.
Hand over
Playbook and walkthrough for the team.
Questions
Common questions
Do we need a CRM first?
No. The process comes first and can be run in a spreadsheet. CRM Implementation can follow.
How does this differ from Sales Pipeline Automation?
This service designs the process. Pipeline automation builds the automated stage movement and reminders in a system.
Can you work with our existing team?
Yes. The design is built with the people who will use it.
Will this increase sales?
A clearer process removes common leaks, but we cannot promise a specific result.
Deals stalling and nobody knows why?
Describe how a lead becomes a customer today. We will reply with where we would look first.