Setting you up for success with a scalable sales system.
We’ve been building service business sales processes for over 4 years and have combined all of that experience into a clearly defined, step by step project that can be completed within 60 to 90 days.
The most critical part of building your new sales system? Making sure that you and your team are fully bought in to changing the way that you do sales for the better.The truth is that we cannot complete the project within the timeline without your input so we need you fully dialled in for certain phases of the project.
What are the project phases and key milestones?
Once you have been through our application process and onboarded as a new customer, the project starts. There are 6 well defined Phases of delivering your new system. We’ll go through these with you in more detail on your initial call with our team.
1. Discovery
Getting clarity and understanding around your business goals and needs for your new full stack sales system.
Key milestones:
- Discovery worksheets completed
- Discovery workshop completed
1. Discovery
Getting clarity and understanding around your business goals and needs for your new full stack sales system.
Key milestones:
- Discovery worksheets completed
- Discovery workshop completed
2. Mapping
Building industry standard BPMN process maps that outline your new sales system in detail.
Key milestones:
- Process maps reviewed by you
- Mapping workshop completed
3. Asset Design
Creating conversion focused landing pages and emails that are the customer generating assets of your new system.
Key milestones:
- Landing pages, emails and videos finalised
3. Asset Design
Creating conversion focused landing pages and emails that are the customer generating assets of your new system.
Key milestones:
- Landing pages, emails and videos finalised
4. System Build
Building the backbone of your new sales system in your CRM and marketing automation platforms.
Key milestones:
- Assets created in system
- Automated campaigns built and finalised
5. QA Testing
Looking for bugs and running tests to make sure your new system works as designed.
Key milestones:
- End to end user testing process is completed successfully
- End to end employee testing process is completed successfully
5. QA Testing
Looking for bugs and running tests to make sure your new system works as designed.
Key milestones:
- End to end user testing process is completed successfully
- End to end employee testing process is completed successfully
6. Training
Key milestones:
- Documentation pack reviews and signed off by you
- Live training and Q&A call completed
We’re the software experts, so you don’t have to be!
To build you’re new sales system and process we’ll need to use a set of tools that are purpose built for the task of managing your sales pipeline, follow up emails, automations and task management.
We’ve spent years working with industry leading SMB software so that we can setup and guide you on the best approach to using the tools.
And many more!
Are you ready to change the way your business does sales?
Case Studies
A few of our finest moments.
Case Study
Email Marketing
Simple, effective lead magnet & nurture campaign
Case Study
Custom CRM
Custom CRM for investments company
Case Study
Custom Integration
Intercom & Google Sheets to Data Studio Dashboard