Sales Process Review
Business growth techniques from practitioners — structured, specific, and without the motivational filler.
A sales process that worked at $300K in revenue often breaks down at $700K. What changes is volume, complexity, and the number of people involved. What does not change fast enough is the process itself. This review is built for businesses where sales have stalled or where closing rates have dropped without a clear reason.
We map your current sales process from first inquiry to close, then identify the stages where deals typically stall or fall apart. This is done through a combination of reviewing actual deal histories, interviewing whoever handles sales on your team, and looking at how your proposals and follow-up communications are structured.
Common findings
Follow-up timing is either too slow or too aggressive. Proposals include too much information that creates confusion rather than confidence. The handoff between marketing and sales introduces friction that loses warm leads. Qualification is either absent or happening too late in the process. These are not unusual — most sales processes have at least two of these issues running at the same time.
Output from this review
You get a written process map of the current state, a marked-up version of your proposal or pitch materials with specific change recommendations, and a prioritized list of process fixes. Implementation is yours to carry out, but the path is clearly documented.
Program outline
Phase 1 — Process mapping (Week 1)
We document every step from first contact to close using your actual deal history as the source material.
Phase 2 — Friction analysis (Week 1–2)
We identify where deals slow down or drop off and what is causing each point of friction.
Phase 3 — Materials review (Week 2)
We review your proposals, follow-up sequences, and any scripts your team uses during sales conversations.
Phase 4 — Report and recommendations (Week 3)
Delivery of the written report with process map, materials feedback, and prioritized fixes.