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.
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.
See playbook
Most customer research produces vague observations that sit in slides nobody reads. Proper research uncovers specific pain points, validates assumptions, and reveals what actually drives buying decisions. Learn to run research that produces actionable insights, not just interesting quotes.
See playbook
Develop LinkedIn ads strategy that targets decision-makers. Set up campaigns with proper tracking. Learn Google Ads strategy for high-intent keywords. Master creative principles that drive conversions.
See playbook
Your best leads go cold because you're not in their inbox when they're ready to buy. Nurture sequences solve the timing problem. Stay top of mind with automated follow-up that delivers value, handles objections, and keeps momentum alive between meetings, proposals, and decisions.
See playbook
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.
See playbook
Optimise your profile so it converts visitors to leads. Warm up your network before posting. Build a content calendar that keeps you ahead. Write posts that drive action. Time publishing to maximise reach.
See playbook
