Sales Process (Quarterly)

During your Sales Process Program, you will discover strategies to effectively align your sales funnel for scaling with a sales team. Receive a customized sales operations manual that walks any new sales team member through the sales funnel including the templates, worksheets. Accountability with extra email support between sessions ensures weekly momentum builds over the year.


Product description

The Sales Process Program focuses on efforts to turn your sales funnel into a structured process so you can prepare to hire additional sales professionals for your agency. Clarify and align your message, your audience, your prospect list, and communicate relevant differentiated information to ideal prospects.

See your sales process come to life inside your advanced mind map. Worksheets guide the clean up of your “dirty data” so you send the proper message to your audience with confidence. Best practice templates ensure your communication will keep you persistent, not pesky.

Build sales momentum into a structure with sales productivity consulting sessions over the next quarter.

Quarterly Investment Includes:

  • Continuation of your Advanced Mind Map to gain clarity of areas or priority.
  • Weekly consulting to ensure you (and your team) can build on the productivity habits and sales strategies over time. Up to 12 sessions (each quarter).
  • Sales operations manual template to get ideas out of your head in a structured format so more ideas out of your head in a scripted format for team to follow.
  • Scripting, process with questions per client touch point, email process creation for easier follow up.
  • Customized CRM development (e.g. Hubspot, Keap, Active Campaign) with naming strategies to import cleaned-up client and prospect list.
  • Co-Development of CRM templates to build an adding value sequence for prospects/clients to tell your story to eventually utilize in sequences.
  • Deal flow with filters to track your sales funnel to identify insights into top prospects for you and your team in minutes a week.

Consulting Support During Program Includes:

  • Email support between sessions.
  • Customized Friday Productivity Report to track weekly momentum.

Designed for Marketing Firms looking to articulate their sales process to effectively follow up and leverage sales to their sales team.