An overview of your current sales process, from lead generation to closing a deal.
The sales tools or CRM systems you currently use (e.g., spreadsheets, HubSpot, Salesforce).
Information on your target customer, average deal size, and sales cycle length.
Key challenges or pain points in your current process (e.g., leads falling through the cracks, inconsistent follow-up).
Your key business goals for the next 6-12 months.
My Process:
Discovery & Analysis: I will conduct an in-depth analysis of your existing sales process to pinpoint inefficiencies and areas for improvement.
Strategy & Recommendation: I will develop a tailored plan with strategic recommendations for a more efficient and effective sales workflow. This includes suggesting the right tools, defining key stages, and establishing clear metrics.
Implementation & Automation: I will help you implement the new process, set up your chosen CRM or sales tools, and automate repetitive tasks to save your team time.
Training & Handoff: I will train your team on the new process and tools, ensuring they have the knowledge and resources to use the new system effectively.
Deliverables:
Sales Process Audit: A comprehensive report outlining the strengths and weaknesses of your current workflow.
Custom Sales Funnel: A documented, step-by-step sales process from initial contact to a closed deal.
Tool Recommendations: A list of recommended software and tools to support your new process.
Automation Blueprint: A detailed plan for automating tasks like lead assignment, follow-up emails, and reporting.
Training Materials: Training guides or a video tutorial for your sales team.
