Sales Process Design

A highly customised sales process delivering more clients, growth, and profit. Imagine a sales process and methodology that drives consistency, transparency, and efficiency whilst also aligning with your customer’s buying habits.

Effective Sales Process Design

With more than two decades of B2B small business Sales Process design experience, we partner with you throughout these six phases to achieve sales excellence in your business.

Let’s Get Started Review Regularly capture feedback, monitor market conditions, and key metrics. Make necessary adjustments to the sales process as required. Measure Monitor agreed metrics (e.g., length of sales cycle, opportunity win-rates, lead to qualified leads ratio) Implement When rolling out your sales process we are planning for changes needed, identifying gaps and uncovering questions that arise. Document Describe the purpose, activities, expected outcomes and relevant resources for each step of your sales process. Map Capture the flow of the sales process, including the different stages, interactions, and decision points. Discovery Discovery workshop where we systematically explore all the elements that shape the sales journey in your business.

How To Convert More Sales

Replicate what high performing SME businesses do well through a collection of repeatable tasks and behaviours that will generate consistent revenue in 90 days or less. SME’s who operate in the top 2% of their sector choose to partner with Salesmasters to consistently critique their sales process for best practice.

A professional and consistent way for you and your sales team to approach, interact, and deliver value to your customers.

A consistent, objective criteria to evaluate opportunities at each stage of the sales funnel.


A common language in the sales process to collaborate and close more deals.

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Why A Well Documented Sales Design Is Crucial For Your Business

” …quicker ramp-up to full productivity, saving time and resources”

Download our Sales Process Discovery Questionnaire

Ready to get started? Building a sales approach and process future proofs your business. It is your blueprint for converting more sales. Take the guesswork out of your sales success. Download our Sales Process Discovery Questionnaire

Sales Process downloadable PDF

Here is what some of our clients have experienced

Our content is rich as we bring decades of experience to address the complex nature of B2B sales today. Don’t just take our word for it. Find out what some of our clients have to say about working with Salesmasters.

A portrait image of Steve martin from MC Global

Steve Martin - MC Global

MC Global engaged Salesmasters International to develop and document our sales process. The entire project was clearly explained and resulted in a well-documented sales process which we have rolled out to our technical staff to improve our sales success globally. We are now well positioned to improve our sales results and drive growth in the business

A portrait image of Huw Pryse Lloyd of Kzen8.

Huw Pryse Lloyd - Kzen8

Salesmasters engineered a world class highly customised sales process which has now positioned us to scale. 

A portrait headshot of Peter Curran from Digital Surfer.

Peter Curran – Digital Surfer

Salesmasters took me through a process to extract everything out of my head about Sales to create a customised sales process. Every step is now documented into a sales playbook. This has allowed us to bring in new salespeople. The induction process is smooth as they are able to be selling from day one.

Sales Process Q&A

What information do I need to provide to help to build the sales process?

Download the Customer Centric Questionnaire – it provides some key questions you need to think through when developing the sales process.

What has my sales cycle got to do with the sales process?

The sales cycle is the steps that the salesperson goes on to complete the sale.  The sales process explains how the salesperson goes through each step. 

What is the difference between a sales map and a sales playbook?

Sales Map – High-level diagram of the sales process. It identifies the key steps involved in the business sales process, enabling sales professionals to understand the process.

Sales Playbook –Accompanies the high-level sales process map. It describes each step in the sales process with relevant support information and strategies for sales professionals to action the process effectively. Information in the playbook is displayed via infographics and visual aids wherever possible.  

How long will it take to design, build and implement the sales process?

    Depending on the complexity of your sales cycle the design and build stages can take 1-3 months.  Implementation support is usually offered from 3 – 12 months.

    How do you implement a new sales process throughout your organisation?

      The best way to engage your team is to involve them throughout every step in the design of the sales process.  Explain why the sales process is being documented and how it will help them to be successful in sales.