A six-stage framework for building a sales process that works without relying on people to remember every step. Find where you are, and you will know what to build next and, more usefully, what to stop wasting money on.
How to place yourself. Do not aim for the stage you would like to be at. You are at the earliest stage where the description is still true of you, even partly, even on a bad week.
Many established businesses initially place themselves further along than their operating evidence supports. That is not a failure. It is what happens when a business grows on the back of good people rather than a written way of doing things, which is how most good businesses start.
| Stage | The problem, in one line | Graduate when |
|---|---|---|
| 1 · Random | Nobody can say why you win or lose. | You know your close rate. |
| 2 · Counted | You can see the leak. You cannot find it. | You know which part leaks worst. |
| 3 · Written | Everyone sells their own way. | Two people run it the same. |
| 4 · Trained | The document does not match the floor. | New hires reach the standard fast. |
| 5 · Held | It drifts the moment you stop watching. | It survives a resignation. |
| 6 · Installed | Keeping the standard current as the business changes. | The standard is reviewed and improved without depending on one person. |
Read the middle column first. The one that stings is your stage.
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You sell. Nobody can say how.
You cannot improve what you cannot see. Every decision about sales is currently a guess wearing a confident face, including the decision to spend more on marketing.
Stop buying more leads to fix a conversion problem. More traffic through a leaking floor does not fix the floor, it just makes the leak more expensive. This is the single most common way money is wasted at this stage, and agencies are very happy to help you do it.
You can say last month's close rate out loud, right now, without opening anything.
You can see the leak. You cannot find it.
The number moves and nobody can tell you why it moved. So you cannot repeat a good month or diagnose a bad one, and you end up managing mood instead of managing a process.
Split the one number into the four places money actually moves, and put a figure against each:
Then two rules. Measure results per person alongside the team average, because the average hides both your problem and your answer. And measure time to first response, because it is often one of the clearest and most practical early constraints to address.
Stop reporting averages in meetings. An average close rate across four people tells you nothing you can act on and quietly protects whoever is worst.
You can name which of the four is worst and roughly what it is costing you a year. The arithmetic section further down does that calculation for the first one.
One way of doing it exists, on paper.
Nothing can be taught, audited or repeated. Every new hire restarts the business's learning from zero, and everything the good ones work out leaves with them.
Stop hiring for "sales experience" as though it substitutes for a process. Without one, you are not buying skill, you are buying somebody else's habits, and you will spend a year finding out which ones.
Two different people, handed the document cold, run the conversation recognisably the same way. This is often one of the most important steps because it creates something that can finally be taught, observed and improved.
The floor actually runs it.
Adoption. A document is not a behaviour. The gap between what is written and what happens on the floor is where almost all sales training money dies.
Avoid treating a one-off training day as the finished job. Without reinforcement, observation and a pathway for new starters, the effect can fade quickly.
A new hire reaches the standard in weeks rather than quarters, and you can see it in their numbers rather than in how they seem.
It survives people leaving.
Decay. Nothing holds itself. A standard nobody maintains is a standard that quietly becomes a suggestion, and then a memory.
Stop relying on the person who is best at selling to also be the person who maintains the standard. Those are two different jobs, and giving both to one person is how you end up with a business that is really just that person.
You can tick all seven of these honestly. Not a score. A checklist, and the ones you cannot tick are your next month's work.
0 of 7 ticked
It runs without anyone remembering to make it run.
Maintenance. An installed standard can still drift as products, people, markets and systems change. The work at this stage is to keep the measurement honest and the process current.
Keep the measurement honest and re-baseline once a year. A standard set against last year's market slowly stops being a standard.
Stop adding tools. At this stage the temptation is always more software, and software has not been the constraint since stage two. Every tool you add here is a maintenance cost pretending to be an improvement.
A resignation becomes an inconvenience rather than an event. That is the whole prize, and it is worth more than any single month's conversion number.
Useful from stage 2 onward, and worth doing now even with rough numbers. Estimate the third one if you have to. It will still be closer than the number you are running on today.
Sales a year, as you are
432
One point of close rate, a year
$12,960
Ten points of close rate, a year
$129,600
The calculator is an illustration based on the figures entered. It shows the annual gross-profit effect of a one-point or ten-point change in close rate if conversation volume and gross profit per sale remain constant. It does not predict that any improvement will occur and does not account for capacity, timing, churn, implementation costs or other commercial variables.
Second sales, add-ons and database reactivation can be calculated separately where reliable business data is available.
You cannot train a standard that has not been written, or hold one nobody has been trained on. Every skipped stage gets paid for later, usually twice, and usually at the point where you have just hired three people.
Most businesses sit at stage 1 or 2 and spend their money solving stage 5 problems: dashboards, another CRM, more automation. The tell is buying tools to fix a thing you cannot yet describe.
A good month proves the ceiling is higher than you thought. It does not prove you can produce another one. If you cannot say what caused it, you have not moved.
Pick your stage. Take the three things under Build next and the one thing under Stop doing. That is your next ninety days, and none of it requires me.
The reason most businesses do not do it is not that it is hard. It is that it is not urgent, so it loses every week to whatever is. Which is also why a business that does it pulls away from the ones that do not.
One hour. I ask the questions, you answer them, I do not pitch you anything. Inside 48 hours you get one page: the three biggest leaks I heard, the likely commercial effect where the available information supports an estimate, and one thing you can change this week that costs nothing.