Sales Consultancy · 02
Sales Process & Pipeline
A written account of how your business sells, a CRM that tells the truth, and a scorecard you read every Monday.
The problem
In most businesses, the owner is the sales process.
Enquiries arrive and wait. Nobody owns the follow-up. Salespeople each sell their own way. The CRM is half-filled, so the forecast is a guess, and commission rewards volume over profit.
We write the process down, build it into your systems and train your people to follow it. Then you can see, every week, where deals are won and where they leak.
What's included
The work.
- Sales Audit · ten working days. Call reviews, a CRM and data review, conversion analysis and a written 90-day plan.
- Process Design · the customer journey, sales stages, scripts, an objection library and proposal templates.
- CRM Set-up · pipeline stages, automation, dashboards and a weekly reporting rhythm.
- Sales Playbook · the written "how we sell here" manual.
- Commission Design · plans, tiers, bonuses and clawback rules that reward the right behaviour.
- Commercial Health Check · pricing, margins, capacity and bottlenecks, with a twelve-month growth plan.
How an engagement runs
Audit, build, hand over.
- AuditTen working days of listening, reading and measuring. You receive a written report and a 90-day plan.
- DesignWe write the process with you and your team, so they recognise it as theirs.
- BuildThe CRM, templates and scorecard are set up and tested with real deals.
- Train and hand overYour team is trained on the new process and the manager is taught to run the weekly review.
What you keep
Everything we build is yours.
- The sales playbook
- A configured CRM with dashboards
- Scripts, templates and the objection library
- A weekly scorecard and the habit of reading it