Summary of Sales Process Best Practices

  • Think of your sales process as a map or a cheat sheet for your sales team to convert as many leads as possible. A defined sales process will make you more money. 
  • We recommend documenting your sales process in Google Sheets to enable easy visualization, nimble adjustments, and team collaboration.

  • Improve your sales process by:
    • automating when possible
    • reviewing your KPIs at regular intervals
    • being transparent with your pricing
    • advertising time-sensitive offers to leads and prospects