Build a Defined Selling Culture That Drives Results
Sales Process Design is a customized selling model built specifically for your brand, your customers, and your frontline reality.
We design and implement a clear, repeatable sales experience that helps your team move from transactional conversations to consultative ones without sounding scripted or forced.
This isn’t off-the-shelf training. It’s a fully customized sales framework grounded in proven consumer selling principles and matched to real customer buying behaviors.
Most organizations don’t have a product problem. They have an execution problem.
Sales Process Design creates structure and culture around the behaviors that drive performance. That means every customer interaction becomes intentional, differentiated, and aligned with your brand.
Whether your teams sell in call centers, retail, in-home, or field environments, the model is built for your specific sales motion.
A typical engagement runs a minimum of 12-16 weeks and unfolds in three phases:
We work with each client to identify their improvement goals and analyze their ROI potential for our programs.
Every client is unique, with different product and service offerings and performance baselines. But, below are common performance indicators we impact and some historical results we use for estimates.
Our programs have delivered never less than 7% and as high as 46% increases in sales conversion. Our guidance is to use 7%-15% as a safe estimate for expected sustained improvement.
Our clients have consistently seen increases of 15%-40% on attach rates for additional products and services. Some as high as 400%.
Other metrics include:
The Sales Process program is a complete system, not a menu of services. Each component is necessary to deliver the desired results and lasting change.
This range typically delivers:
Pricing depends on a few key variables:
Calculate what 10% improvement in overall revenue would mean to your business. We have consistently shown across multiple metrics that we can help deliver that type of improvement.
For our typical client, that 10% improvement is worth a minimum of 10x the investment they make in our program.
We will work with you to build the business case, but hopefully, this guidance helps evaluate whether we are a fit for your team and budget.
Building a custom sales process isn’t one-size-fits-all. Here’s what clients ask before we start designing theirs.
Every Sales Process Design program is customized to align with the client’s brand, value proposition, and customer journey. This ensures the sales process reflects how the organization wants customers to experience the buying journey. Customization also improves adoption because the program is built around their company’s language and culture.
Sales process design is most valuable when a sales team lacks a clear structure, when the organization is undergoing a major strategic change, or when the current sales process is outdated. In these situations, defining a modern sales experience helps sales teams engage customers more effectively and create more consistent sales outcomes.
Our Sales Process Design programs can be delivered either virtually or in person, depending on the needs of the organization. Both formats are structured to encourage collaboration, discussion, and practical application for sales teams.
A small core team typically works with us during the development phase of the Sales Process Design program. One primary point of contact helps coordinate materials, stakeholders, and scheduling. In most cases, that individual spends approximately four to six hours per week during the program build process.
Learning sessions are delivered in small groups of 6 to 10 participants called cohorts. This format encourages discussion, peer learning, and practical application. Multiple cohorts can run at the same time, so there is no limit to the number of salespeople we can support.
Yes. Our program is designed for any customer-facing role that influences revenue or customer decisions. This includes sales teams, customer service representatives, retention teams, technicians, and in-home consultants. If a team regularly interacts with customers and has an opportunity to influence buying decisions or retention, the program can be adapted to support that role.
The Sales Process Design program itself does not function as a standalone onboarding course. However, we typically work with internal training or learning and development teams to integrate the behaviors, messaging, and sales process into existing onboarding programs so new hires can learn the approach early in their tenure.
A sales process and a customer experience model are closely related. Both focus on aligning the behaviors of customer-facing teams with the needs and expectations of the customer. In a sales environment, the goal is to guide customers toward a confident buying decision while creating a consistent and effective buying experience. Sales results and customer satisfaction should improve at the same time.
Our Sales Process Design programs are designed to work within the technology environment that clients already use. We help teams get more value from existing systems such as CRM platforms, conversation intelligence tools, coaching systems, and content management platforms. If technology gaps are identified, we can recommend trusted partners that support those needs.
Yes, we make sure every salesperson is recognized for participating in the program and provide them with credentials to show their skills and readiness to serve customers.
Sales process design starts by understanding the customer journey, the organization’s value proposition, and the conversations that typically occur between sales teams and customers. From there, clear sales stages, messaging, and conversation frameworks that are based on proven consumer engagement practices. Every process should feel natural and not scripted.
We don’t try to train all the behaviors at once. Our methodology introduces new actions one at a time. This gives the salespeople a chance to try a new approach and get comfortable with it before adding in more behaviors. The primary learning tool we use is called a “huddle,” where a facilitator guides teams through discussion, critical-thinking exercises, and practice activities.
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