Operations Office Hours: Solidifying Your Sales Process
No Sales Process Is The Same
In Mid-January, Tiffany Hoeft and I hosted our very first Operations Office Hours workshop, 5 Steps to Solidifying Your Sales Process. It was successful and we left feeling inspired by the variety of business owners who attended the workshop to learn how to better their sales process & boost their revenue.
The number of different industries in the room made the workshop even more interesting to learn the different sales process techniques and funnels that were being implemented from business to business. From design and marketing to business coaching and consultants, and to social media and historians! This special group of entrepreneurs and business owners —both new and experienced— provided an incredible insight into the uniqueness of each sales process.
Solidifying Your Sales Process
No matter what type of business you’re in — a solid sales process is important to help you boost your revenue and meet your business goals. A sales process is a set of repeatable steps that you, as a sales person (yes, if you’re a business owner, you’re a sales person!) takes to move a prospective buyer to a closed sale.
On average, a sales process takes 5-7 steps, but we’ve mastered it in just five steps:
Lead Magnet or Capture
Qualification Process
Managing the Leads
Pitching
Follow Up
There’s a lot more to each step, however, that requires you, as a business owner, to sit down and evaluate one-by-one. Your sales process should be one of the first things you are refining and paying attention to. It’s proven that 90% of all businesses that use a formal and guided sales process were ranked as the highest performing.
So, not only are defined sales processes effective, but they are also a peace of mind for you and your sales team as it provides organization and a clear methodology for you to focus on what you need to.
Luckily, in today’s world, there’s so much you can do to automate that sales process for you to save you even more time to focus! Make sure you trial run each of these programs prior to investing too much time as each program has its pros and cons depending on the type of business you are in. Here are our top recommendations to help you automate your sales process and get you closer to business growth:
Use a CRM (Customer Relationship Management) program — when you’re a business owner, it’s so important to keep your leads organized. Our top programs we use are Dubsado (what both Tiff and I use) and Hubspot.
There are A LOT of CRM platforms out there and some may work for your business and some may not. This website provides a great side-by-side comparison of the top CRM platforms.Incorporate Task Management Tools — as a lead enters your sales process, you can automate the process using programs like Asana (I use this), ClickUp (Tiff uses this), Monday, Trello and so many more. For example, as a lead enters your funnel, you can integrate these programs to auto-create tasks for you to review, or follow-up, or more.
Plus, you can use these to help manage tasks within your team, not just for your sales process!
Each sales process is unique, so there is no blueprint for it, but you can continue to evolve yours by evaluating each step regularly to ensure it’s functioning properly without issue.
We want to thank these incredible business owners again who attended our workshop! Tiff and I had an incredible time with lots of laughs and learning. The energy and conversation in the room made the workshop even more successful.
Stay tuned and follow up with Operations Office Hours (OOH) here for upcoming events and workshops.
Have questions about your sales process? You know where to find me!
HI THERE, I’M JORDYN
Serial entrepreneur, strategic integrator and financial aficionado.
My mission is to revolutionize the way businesses grow with strategic clarity and implementation. It goes beyond consultancy—as I want to be a dedicated partner in propelling your success with strategy and impactful execution with zest and honesty.