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Get the process out of people’s heads and onto a wall.

Two days with your sales leadership to define how you actually sell: stages, exit criteria, qualification, handoffs and the numbers that matter. The output is a process the CRM can be built to.

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What is a sales process workshop?

A facilitated session with sales leadership to document how the business actually sells: deal stages with exit criteria, qualification standards, lead handoffs, forecast definitions and the metrics leadership will hold people to. It produces the specification that CRM configuration is built from.

What you get

What you get.

Scope and shape

Scope and shape.

Every engagement is scoped properly before it starts. This is the shape of a typical one.

Format
Two days, in person where possible Remote works. In person settles disagreements faster
Who must attend
Sales leadership, marketing leadership, one senior rep The senior rep is the one who tells you what actually happens
Output
A documented process and build spec Delivered within a week
What it is not
Sales training This defines the process. It does not teach people to sell

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How it runs

Prepare. Map. Decide. Document.

  1. 01

    Prepare

    Pipeline data and win-loss pulled beforehand, so the room argues with evidence.

  2. 02

    Map

    The process as it genuinely runs today, including the parts nobody admits to.

  3. 03

    Decide

    Stages, exit criteria, qualification and handoffs, settled in the room.

  4. 04

    Document

    A written process and a build specification the CRM can be configured from.

Somebody with the same problem

What changed, and what it was worth.

All case studies

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Before you ask

The questions we get on this one.

We already have a sales process. Why do this?

Most companies have a process on a slide and a different one in the pipeline. The workshop exists to find that gap and close it before it gets encoded into a CRM.

Do we have to build it with you afterwards?

No. The specification is yours and it is written to be implementable by anyone.

Can this be done in a day?

It can. It usually should not be. Day one surfaces the disagreements and day two resolves them, and skipping day two just moves the argument into the build.

Talk to us about sales process workshop

Tell us what is going on.

One form, one reply, from the person who would do the work.

  • A reply within one working day
  • From a dedicated specialist, not an account manager
  • A real person reads every message

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