3 steps to design your first sales process today @Steli from Close.io

TL;DR

Learn how to design and iterate on your first sales process for success, starting with understanding your current process and making small, consistent improvements.

Transcript

everybody this is steli efti with closeout and today I want to talk about how to design your first sales process so a lot of founders are approaching us or first-time sales managers with this simple question how do I design my first sales process right I just about to have a first few sales people are just hired a few sales people we're trying to u... Read More

Key Insights

• ❓ Acknowledge that you already have a sales process, even if it's informal.
• ❓ Determine if your sales process is successful before focusing on scalability.
• ❓ Avoid the common mistakes of overthinking and overcomplicating your sales process.
• 🤔 Think of your sales process as a product that requires iteration and improvement over time.
• 🫵 Implement a funnel view to track and analyze your sales process.
• 💯 Prioritize making small, consistent improvements over trying to create a perfect process from the start.
• 😤 Recognize that resistance from your sales team may indicate the need for simplification.

Questions & Answers

Q: How do I know if I have a sales process?

Simply by taking a closer look at the actions you have taken so far, even if they seem scattered. If you have made sales or generated opportunities, that's your sales process.

Q: What are the key questions to ask about my sales process?

First, determine if your sales process is successful in generating sales. Then, evaluate if it can be repeated and scaled for growth.

Q: How can I avoid the mistake of overcomplicating my sales process?

Start with a basic and simple version of your sales process, thinking of it as a minimal viable product. Avoid trying to create a perfect process in one giant step.

Q: How do I make consistent improvements to my sales process?

Dedicate one hour each week to work on your sales process, reviewing and making small adjustments. Focus on fixing one thing at a time to avoid overwhelming your sales team.

Key Insights:

• Acknowledge that you already have a sales process, even if it's informal.
• Determine if your sales process is successful before focusing on scalability.
• Avoid the common mistakes of overthinking and overcomplicating your sales process.
• Think of your sales process as a product that requires iteration and improvement over time.
• Implement a funnel view to track and analyze your sales process.
• Prioritize making small, consistent improvements over trying to create a perfect process from the start.
• Recognize that resistance from your sales team may indicate the need for simplification.
• Focus on making changes at the top of your funnel to have a greater impact on conversion rates.

Summary & Key Takeaways

• Understand that you already have a sales process, even if it's not documented. Acknowledge and examine what you have done so far.

• Ask yourself if your sales process can be repeated and scaled, and determine if it is successful in generating conversions and progress.

• Don't overthink or overcomplicate your sales process. Start with a simple, minimal viable process and iterate on it consistently over time.