When I am hired for sales process consulting projects, I work with a detailed six-stage framework designed to maximize communication and reduce errors.
Stage One – Analyze
One of the most critical stages for any sales process consultant is the initial analysis.
During this stage, I will engage with multiple stakeholders within your business to gain complete transparency on how everything currently works.
My goal here is to get complete clarity on the following questions:
- What are the current processes in place today?
- Who has built or been involved in building the current processes?
- What tools and automation are currently being used?
- How many steps does your sales process have, and what are they?
- Who is involved in all of these processes, and how?
- What other tools or departments are connected to your sales processes?
- What is the main objective for this project?
Sometimes this stage is complex and takes a long time.
Other times, it can be simple, especially if you only need a basic sales process implemented in your CRM that your sales team can follow.
But the main objective here is to ensure I do not break any existing processes you have in place when implementing new ones.
Stage Two – Blueprint Approval
Upon completing my analysis, I will build a blueprint for how the new process could look, which I will present to you and other stakeholders for approval.
Stage Three – Trial Implementation
In the trial implementation stage, I roll out one or two of the changes as a test. Normally this is done in a sandbox environment, but it depends on what we need to test.
Many of the sales process changes I make need testing in a live environment, so I try to get real-time feedback as your team uses it.
Stage Four – Full Implementation
Upon successful completion of the trial implementation and positive feedback from the team, I will move on to the full implementation.
Again, it is important to roll out most of the changes in a live environment and get real-time feedback just as a backup to be sure the process is smooth.
Stage Five – Evaluate and Tweak
Once your new sales processes have been in place for a couple of weeks, it’s important to sit with your team and evaluate the feedback and results.
During the evaluation, it is also common to get some good ideas for how some of the processes can be improved further so we can make some tweaks.
Stage Six – Automation
Upon completion of the evaluation and implementation of any tweaks to the sales process, we can then look into automating as much as possible.
This stage could include automating workflows, integrating with external tools or creating email alerts for deals or reports, etc.
And all being well, my job is done and you can enjoy a more efficient sales process that drives productivity and revenue.
How Much Does Sales Process Consulting Cost?
It’s very difficult to estimate the cost of any sales process consultant project without having a chat and doing some analysis.
But what typically works best if we decide to work together is that we start with a 10-hour block of consulting and see how far we get.
The cost for 10 hours of consulting would be £1,750 (15,000 kr)+ vat
Book a Free Consultation
Request a free consultation below to discuss sales process consulting for your business.