Build a sales process for your small business
A sales process is the path from first enquiry to paid work, written down so it happens the same way each time. We help you shape it around real conversations, not pressure.
Who this is for
For owners who dread selling, or who sell brilliantly face to face but can't say how. Perhaps proposals go out and silence follows. Perhaps you say yes to everyone and regret half of them. You want something calm that you can repeat every single time.
Where enquiries leak away
Every sale is made up fresh
No set first call, no standard proposal, no follow up rule. Each deal depends on how you feel that day, so results swing.
Proposals disappear into silence
You send a document and wait. No date is agreed for the next step, so you either chase awkwardly or let it die.
You can't afford to say no
Poor fit customers get a yes because the diary is thin. They take the most effort, pay the slowest and leave you weaker.
You can't see the pipeline
Deals sit in your head, your email and a notebook. You can't say what's likely next month, so planning and hiring run on hope.
Discovery, follow up and knowing when to walk
Scope &
Strategy
We help you define each stage from first contact to paid, what happens at each, and what tells you to move on or walk away. The aim is calm conversations that lead somewhere, not scripts.
About Scope & StrategySystems &
Solutions
We build the working parts: a pipeline you can see on one screen, templates for the first email and proposal, reminders for follow up, and a note after every call so nothing relies on memory.
About Systems & SolutionsSecurity &
Support
A pipeline holds client and prospect details, so access is limited and each client's records are kept apart. We follow UK GDPR on contact and consent, and keep the set up current as you grow.
About Security & SupportQuestions people ask
What are the stages of a sales process?
A typical one runs: first contact, a discovery conversation, a proposal or next step, follow up, decision, and handover. Yours should match how your customers actually buy. Fewer, clearer stages are easier to keep up than a long chart nobody follows.
How do I follow up with a prospect without being pushy?
Agree the next step and a date before you end each conversation, then follow up on that date with something useful rather than just checking in. Silence is usually timing, not a no. If someone does say no, accept it and leave it there.
Can I contact potential customers by email or phone if they haven't asked?
Unsolicited marketing is regulated in the UK, with different rules for calls, texts and email, and for companies versus individuals. Check current guidance on GOV.UK or the ICO website before any outreach. Warm introductions and people who asked to hear from you are the safest ground.
How do I start building a sales process?
Book a conversation and talk us through your last few sales, including the ones you lost. We'll help you spot where it works and where it leaks, and suggest the first thing to put in place. There's no commitment to go further.
Talk to us about a sales process that works.
You tell us what is going on. We tell you honestly whether we can help, and if we cannot, we will say so.