Six stages every business passes through on the way to a sales process that works without anyone remembering to make it work. 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.
Almost everyone reading this is at stage 1 or 2 and believes they are at 4. 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 | Nothing. This is the end of the road. | Nothing left to graduate to. |
Read the middle column first. The one that stings is your stage.
Six pages. The map on one, every stage with room to write on the rest, the arithmetic as a worksheet, and the resignation test as a checklist. Print it, put it on the wall, and mark where you actually are.
Name and email, and it lands in your inbox. Nothing else, and I do not sell the list.
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. Get the numbers per person, never as a team average, because the average hides both your problem and your answer. And measure time to first response, because it is usually the worst number in the building and the cheapest one to fix.
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 the biggest single step on the road. Most of the available gain lives here.
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.
Stop running one-off training days. The day is not the product. The standard is. A day with no path after it is entertainment you paid for.
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.
None, for now. This is the end of the road, and very few businesses are on it. Most of the ones that look lucky from the outside are simply here.
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
Ten points is not ambitious. It is roughly the distance between a floor that improvises and a floor that runs the same conversation every time.
And note what this number leaves out entirely: nothing from the second sale, nothing from the add-on, nothing from the list. Those are three more calculations exactly like this one, and for most businesses they add up to more than this one does.
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.
Five modules, twenty-two lessons on the conversation itself. What you should be finding out before you present anything, why most conversations are lost before the price comes up, and what has to be true before anyone buys.
Every lesson ends on a question about your own business rather than a script to copy. It will show you where your conversation breaks. It will not show you how to run mine, and I would rather say that plainly than let you find out on lesson three.
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, what each is costing you a year, and one thing you can change this week that costs nothing.