8 Steps for Building a Successful Sales Process

A reliable sales process helps create successful and consistent sales in any business.


What makes a great salesperson? Is it a suave voice? An ability to read people? A deep understanding and passion for a product? All or none of the above? Implementing a reliable sales process helps create successful and consistent sales in any business.


The salespeople are vital to the overall endeavor, of course, but as you move forward and build a salesforce, you will likely see that most successful salespeople use a system that works for them. 


So, instead of having salespeople come and go, rather consider creating a successful sales process. 


Here are eleven steps you can take to build a successful sales process:

  1. Decide on your sales funnel. 
    The first step is to determine how you will get your prospects and understand your team’s step-by-step actions to guide a prospect to an eventual close.

  1. Determine your CRM. 
    CRMs are good to manage how one documents prospects, their contact information, where they are in the sales process, questions etc.

  1. Set up follow-up systems. 
    Once a prospect comes through, key to success in sales is how do we stay in touch? Do you give them a call, shoot them an email, add them to the newsletter list, follow up after they’ve used a free resource?

  1. Establish a connection with the prospect. 
    Part of the follow-up system should include establishing a connection with the prospect. That includes getting in one-on-one time and having real conversations with them.

  1. Qualify the prospect. 
    It is vital that you understand if your prospect qualifies for the services or products you provide. Perhaps they can only afford a loss leader but plan to afford your entire package one day. Maybe they need your product or service immediately to take the next step on their journey. Determine how you will find out this information.

  1. Discover what the prospect needs. 
    This step is part of the qualifying process, but it is more than “can they afford the product/service?” In this step, you dive deep into the prospect’s needs and if they are something you can provide in your business. If you cannot give them what they need and want – can you provide a quality referral? That may turn them into a referrer themselves.

  1. Find out if the prospect can or should close right away – or if they will need some time.
    During the qualifying process, it’s vital to understand if the prospect can or should close immediately – or if they need more time in the sales funnel. It’s essential to have options for both contingencies, including a system for how you will stay in touch with those who need more time – and connect when they are ready.

  1. Once the sale is closed, ensure there is a process for passing the client to the correct person in the right department. 
    Once a sale is closed, there must be a process for passing the client to another person and helping them to build rapport with that person. This is an area where some salespeople drop the ball and end up becoming that client’s go-to resource for everything from customer service complaints to questions about the product or service. Keeping the client happy and in touch with both the salesperson and the new team member can help with future up sales, but the salesperson should not be the only individual at the company who has taken the time to build rapport with the client.

Cleaning the mind is like emptying house garbage

Cleaning the mind is like emptying house garbage

Food For Thought: Cleaning the mind is like emptying house garbage…

💡 Like we empty the garbage in our homes consistently, the litter and garbage that surround us in our business and life needs a consistent check-in to filter out. 

Often, the #people and environment we associate ourselves with has significant influence on the outcomes in our day-to-day activities, be it in business or personal life.

✅ If we stick around people who talk us down, give excuses as to why we CAN’T achieve something, or tell us what we NOT GOOD at…we will mould into that belief system imbedded into us❗️

✅ By getting rid of mental clutter (negativity, toxicity, pity parties etc), we make room for the things that really matter. By this, we commit to taking some type of positive action. 

✅ Even if we may not be able to solve the problem, we can choose to do something to make our life (and even business) a little bit better.

✅ Remember, as an entrepreneur, it’s important to take care of oneself, cause if we are not at our best, the people we serve and the people who work for us cannot be at their best either.

✅ Healthy habits, routines and behaviours not only in our personal life but also in business lead to healthy outcomes – it’s a matter of choice.

💧 Focus on absorbing #positivity and associate with an environment that uplifts. 💧

How to Scale Your Small Business in 6 Steps

How to Scale Your Small Business in 6 Steps

6 Steps To Scale Your Small Business

As an early-stage entrepreneur, your eyes are always on the horizon, seeking out growth opportunities wherever they come. You have launched and got your business off the ground, BUT now it’s time to figure out how to grow it.

Growth is good, but growth isn’t always sustainable. That’s why we’re talking about scaling—growth that is deliberate, long term, and fully in your control.

To scale sustainably means going in with a plan and being prepared to handle any challenge that’s thrown your way. It’s the difference between getting a sudden spike in sales and every process falling apart, and getting a sudden spike in sales and handling every order smoothly with great customer service to boot.

It takes planning, expertise, and sometimes funding to get it done. We’ll walk you through how to craft an iron-clad plan for your future.

You should only take your business to the next step if you’re truly ready! Scaling up means your company is going to take more time, resources, and expertise. Scaling up is an exciting time, but you’ll need a level head to get it done in a way that’s sustainable for your business. 

Ask yourself:

  • Are you ready to take on more strategic challenges? That could mean expanding your product lines or selling globally.
  • Will you be able to dedicate more time to your business without other parts of your life suffering?
  • Do you have the financial resources available that you’ll need?
  • Do you need outside help? You may be at a point where having someone else handle marketing or customer service would make your day easier.
  • Do you need more employees to get the work done? Struggling to make your business work with your current team—which might be a mighty team of one!—is a great sign that it’s time to scale up. 
  • Are you having trouble keeping up with orders? Having a higher volume than your business is prepared to handle means falling behind on packaging and deliveries, customer service gaps, and a whole lot of stress for you. 
  • Are you falling behind on inventory? If you’re constantly finding yourself sold out, with customers clamoring for restocks, it’s definitely time to scale up.

Lastly, some businesses are meant to be small businesses. It’s OK if you want your side hustle to remain a side hustle. It all comes down to your personal priorities, lifestyle, and financial situation. 

There’s no one formula for scaling a business, because every business—and founder—has unique strengths and challenges. Scaling up a clothing business, for example, is going to look different from scaling up a skin care empire. But there are some common threads to consider:

1. Make A Plan For Your Future

1. Make a plan for your future

If your company started as a hobby, you may have just been going with the flow up until this point. 

However, to scale sustainably, you need a business plan. It will not only help you understand your business, but it will be something you’ll need to show if you ever seek out outside investment. 

There are different ways to format a business plan, but a basic one should include:

  • Executive summary
  • Company description
  • Market analysis
  • Management and organization
  • Products and services
  • Customer segmentation
  • Marketing plan
  • Logistics and operations plan
  • Financial plan

In particular, you’ll be creating a strategic marketing plan, with a forecast for the future outlining your plans for growth. What’s a realistic revenue goal for a year from now? What about five years from now? What’s your plan for increasing your marketing capacity?

Nail down where your business is right now, as well as where you want your business to go. Use the resources below to get started and consider the next steps in scaling as you create your plan. 

2. Evaluate Your Supply Chain

2. Evaluate your supply chain

Scaling up means a higher volume of sales and your supply chain needs to be equipped to handle that. What works right now might not work as well at scale.

3. Hire Strategically

3. Hire strategically

Scaling up means you may no longer be able to do everything yourself, or with whoever you’ve recruited so far to make your business work. 

If hiring is part of your scaling strategy, you should hire where an extra person would be most effective. Employees are a major financial commitment, so they should be focus on an area that will bring in the most return.

4. Outsource For Efficiency

4. Outsource for efficiency

If it doesn’t make sense to hire your own employee, there are ways to outsource tasks to streamline your business as you scale. 

Whether hiring an agency or an employee, you should consider where you most need help. If you’re struggling with marketing a small business, it’s only going to get more challenging as you scale up. Decide what aspects of your business would benefit from expertise you don’t have and look into third-party services that can help you out. 

5. Automate Where You Can

5. Automate where you can

Getting things done faster or more efficiently at scale can be made easier with tools designed to automate your workflow.

Another example for streamlining customer service is using Shopify Inbox for communicating with customers. This tool allows you to utilize live chat—which we know is a fantastic way to increase conversions—in a way that keeps all your conversations in one place, allows for saved responses, and gives you metrics so you can track impact.

Check out these handy bots to learn more about how to automate your business.

6. Seek New Capital

6. Seek new capital

Scaling costs money, and you might need to identify the right time to seek outside investment to see your plans through and keep your cash flow flowing.

That timing is crucial. Capital is something you want to secure before you act on plans to grow, rather than when your business takes off and you’re left scrambling for the funds to support it.

Move From Surviving Daily to Thriving Daily

Move From Surviving Daily to Thriving Daily

Food For Thought: Move from surviving daily to thriving daily

💡 One of the most common things experienced in my early stages of entrepreneurship was the feeling that I was moving through life and business in a “survival mode.” I was kept so busy with what I perceived to be non-negotiable responsibilities, that I felt there was limited time to create the life and business I wanted.

Falling into this trap is not a great way to succeed in the long term and only instigates a survival mode. How do we then move from surviving to thriving, especially if we may feel alone during our journey❓

✅ Keeping our eyes on our own path is important. This means being specific about our goals and outcomes, and focused on our behaviours to attaining it and WHY we need to attain it…

✅ Applying this same WHY to our introspection daily activities and routines will guide us in understanding whether our routines and emotions are limited with joy and fulfilment. In this way, we then understand what things we need to change (in order for the things around us to change) i.e. perception and reality 

✅ Remember, it is OK to survive only, but more importantly it is important to thrive in anything we do. Therefore, how we shift our focus to flip the odds in our favour entails moving our mindset towards growth and opportunity, so we emerge stronger especially during uncertain times. 

✅ Lastly, practice the activation of the vagus nerve especially when feeling stressed, triggered or overwhelmed. This can be done through 6 deep breaths (in for 6 seconds, out for 12 seconds) every 2 to 3 hours. High-flying people use these techniques to help them deal with any perceived stress and fear, so they can succeed and flourish.

💎 To move into a thriving mode, we need to use challenges as fuel to long term success. Therefore, seek positive change, and look for different ways to evolve and grow 💎

Appreciate the Marginal Gains

Food For Thought: Appreciate the Marginal Gains


💡 Success is often the result of compounding gains i.e. If we get 1% better each day for one year, we end up thirty-seven times better by the time the year is done.


The best thing is this compounding effect works for relationships, income, health, habits – anything that we set our mind on improving.


Like an athlete invests in training today to reach peak later (e.g. the Olympics), in life it’s the same – we need to learn and get better every day to sustain peak performance later in life (new skills, education, etc.).


We may not notice getting 1% better at something tomorrow, but by the time we’re at 10%, 25%, or 37% better, we will start to see a significant change in our abilities.


High performers get out of bed and work on themselves each day realising that regular small improvements add up to large eventual gains.


Personal Growth and consistent improvement is what powers personal transformation and opens many new doors.


💎 Consistency is the Snowball Effect we can use to trigger change across all areas of our life for the better 💎

How To Build A Successful Business | Hiten Keshave

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