Sales process guides on the steps between enquiry and onboarding: assigning leads, automating routine work and handing won clients over.
3 guides
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Sales process7 min read
A client onboarding process is the planned path from a won deal to the first piece of delivered value, so the client never has to repeat what they told sales. Here are the steps, a handover checklist and a 30-day plan you can copy.
Sales process9 min read
Sales process automation turns the repeated admin in your sales day into written rules: who gets a lead, what task follows, who hears about a hot enquiry. Here is how to find those rules, write them and check they run.
Sales process9 min read
How to assign leads to sales reps fairly and fast: choose between round robin, rules by source, product or language and capacity limits, then set response times and a clear reassignment policy.
A sales process is the set of steps every enquiry goes through, from the moment it arrives to the day the client is handed to delivery. Written down, it tells each person what to do next. Left in people's heads, it changes with whoever picks up the phone.
The guides here cover the hand-offs where deals are most often dropped. Learn how to assign leads to sales reps so every enquiry has one owner, which parts of the process a rule should do instead of a person, and how to run a client onboarding process that starts the relationship well. Each one describes the steps first and the software second, so you can apply it whichever tools your team uses today.
Begin by writing your current process on one page, as it really happens rather than as it should, and mark every step where a lead waits for someone to remember it. Those steps are where assignment rules, reminders and a clear onboarding checklist pay back first, and where the guides here will be most useful.
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