Do You Have a Sales Process? Here’s Why You Should

Generating leads is only half the battle. To turn those leads into paying customers, you need a clear Sales Process that guides each lead from start to finish. Without it, valuable opportunities can slip through the cracks. A structured sales process builds confidence, keeps communication consistent, and helps track progress at every stage.

Why a Sales Process Matters

• Sets clear expectations and keeps interactions organized.

• Provides a consistent message and reduces confusion.

• Builds trust and reassures leads about your offer.

• Breaks down the customer journey into stages, allowing you to improve along the way.

Sales Process in Action: The Makeover Group’s Approach

Stage 1: Lead - Suspect
Leads come from inbound, referral, or cold outreach.

Stage 2: First Contact
We reach out via email or call to introduce our services and schedule an introductory meeting.

Stage 3: First Meeting
We listen to their challenges and discuss how we can help.

Stage 4: Action - Offer
After the first meeting, we send a follow-up with a high-level solution and pricing. Then, we schedule a second meeting to address feedback and close the deal.

Stage 5: Outcome

• Sale: We onboard the client.

• No Sale: We gather feedback, negotiate if necessary, and set reminders for future follow-up.

• Ghosted: We send a final follow-up before moving on.

Stage 6: Project Completion
At project completion, we either offer a renewal or ask for a referral with an incentive like a discount or reward.

Automate for Efficiency
Once your process is defined, automate it! Use a CRM like HubSpot to manage leads, automate follow-up emails, and schedule meetings with tools like Calendly.

With a clear, automated sales process, you’ll convert more leads and grow your business faster. Want help setting up yours? Schedule a free consultation today!