Most sales processes are cobbled together inconsistent stages, unclear handoffs, and no visibility into what's working. A proper process turns chaos into predictability. Define stages that match how buyers actually decide, automate the busywork, and track metrics that reveal bottlenecks before deals stall.
Define stages that match buyer actions, configure CRM pipeline architecture, and set qualification criteria that keep forecasting honest always.
Identify the path from MQL to closed won and define clear handoff points between marketing and sales so no leads fall through gaps.
Build rules that distribute leads to the right reps based on territory, company size, or product fit so every lead gets handled fast.
Automate scheduling, pre-meeting prep, and post-meeting follow-up so nothing falls through cracks and every call advances the deal forward.
Build dashboards for pipeline velocity, conversion rates, win/loss analysis, and forecasting so you know what's working and where deals stall.
PandaDoc creates proposals, quotes, and contracts with content libraries, e-signature, and payment collection for sales teams.
DocuSign provides electronic signature, contract management, and workflow automation with legal validity and extensive integrations for enterprises.
Collaborative design for interfaces and assets excellent for landing pages, ads, and prototypes when marketing and design need alignment.
All in one CRM with marketing, sales and service, strong when you want one system that teams adopt.
Lemcal provides instant meeting scheduling optimised for speed with one-click booking, availability pools, and sales-focused features.
Neil Rackham
A clear walkthrough of Situation, Problem, Implication, Need payoff with examples that match complex deals.
David Hoffeld
Research backed techniques for discovery, framing and closing that marketers can support with better assets.
Alex Hormozi
A practical guide to shaping offers that convert. Translate ideas into pricing, guarantees and copy you can test this quarter with real customers.
Robert Cialdini
Classic psychology translated for B2B. Use social proof, scarcity and reciprocity in a way that respects buyers.
Use specific tactics that ask for the sale and overcome final hesitation to convert qualified prospects who need a clear signal that it's time to commit.
Conduct exploratory conversations to understand prospect situations and qualify fit before investing time in demos or proposals that might waste both parties' time.
Prepare responses to common purchase concerns to address doubts confidently and move deals forward rather than being surprised by predictable pushback.
Sequence multiple touchpoints across channels and time to increase response rates through persistent but respectful follow-up that prospects don't perceive as harassment.
Follow structured selling frameworks that provide consistent processes for qualifying, demonstrating value, and advancing opportunities through each pipeline stage.
Calculate what percentage of qualified opportunities close to measure sales effectiveness and identify whether poor conversion reflects targeting, process, or competition.
Random experiments waste time and budget. A structured framework ensures every test teaches you something, even when it fails. Decide what to test, design experiments properly, analyse results accurately, and share learnings so the whole team gets smarter.
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Acquiring new customers is expensive. Growing existing ones is profitable. Identify expansion opportunities from usage patterns and needs. Design clear upsell paths that feel natural, not pushy. Time offers to renewal cycles and milestones. Structure pricing that enables growth.
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Manual lead management breaks at scale. Automation captures every lead, scores them by intent, and keeps them warm until they're ready to buy all whilst you sleep.
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Define your organic growth strategy with traffic goals. Build a content production workflow. Create content that educates and converts. Optimise for search engines and AI. Repurpose across channels.
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Most B2B websites confuse visitors instead of guiding them. Clear structure helps buyers self-educate, compare solutions, and decide to engage. Build pages that answer questions, establish credibility, and make taking the next step obvious.
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Plan course structure that moves students from problem to solution. Script lessons clearly. Record with simple equipment. Edit efficiently. Package for platforms like Thinkific or Teachable.
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