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Sales Process Documentation

When you have a sales process explaining how exactly you convert leads to sales, anyone on the team will be able to look back on the plans and documentation and repeat the same success. This detailed sales process documentation ensures anyone can pick up on it when needed, regardless of their seniority level within your company. Record what precisely is done to win clients, from start to finish. We don’t leave anything out that could help with that critical repeatability factor.

Does This Sound Familiar?

There are Performance Inconsistencies on Our Team

Documenting your sales process is vital as you need your whole team to be able to perform on the same level and avoid confusion across the company. Create a fair and even playing field for all members of your hard-working sales team

We Aren’t Reaching Our Revenue Goals

We’re all about playbooks and documenting our processes so we know what works and what doesn’t. We use this tactic to continuously shape and perfect. We keep what’s great and toss what’s not quite up to par or make changes for improvement.

We are Struggling to Onboard New Team Members

The experience your target market gets during prospecting processes needs to be consistent across the board for the sake of your brand. You might have new people coming in and you don’t want to lose anyone one along the way. Utilizing a standard operating procedure helps to eliminate any confusion and mistakes.

Why You Need Sales Processes Documentation

Understand How to Prospect and Qualify Leads

Your sales team are in the front lines of your organization, they are the ones speaking directly with your consumers. You want their communication to be in line with the messaging your brand is communicating. Consistency across your company is important to success.

Have a Process that You Can Easily Reference

If your sales process isn’t well documented and easily referenceable when your sales professionals are on calls and in meetings, then they won’t use it. If everyone uses a different sales process approach, it will lead to chaotic and inconsistent results. You won’t know where to improve, where to increase your efforts or where to completely readjust.

Streamline Your Workflow with Sales Process Documentation

A personalized experience for prospects in the sales process is what will take your results to the next level, but having a streamlined sales process approach is important for repeatable and scalable results. Documentation is the foundation to streamlining your workflow.

Empower Your Sales Team with Effective Sales Collateral

Reps that are using a standardized sales process outperform those who don’t. This is the roadmap to better sales performance and for your sales team to take a prospect down the sales funnel – Arming your sales team with the tools to be successful is a no brainer.

Ultimately Close More Deals

A structured approach to your sales process is going to allow you to close more deals and faster! You are able to stay the course and eliminate wasted productivity by utilizing your sale’s talents in every step. You are able to identify the cause of a stalled process.

Generate More Sales with a Process that Converts

Work with us to develop a strategic, tested, and proven, documented sales process—to ensure a higher probability of success!

Uhuru’s Approach to Sales Process Documentation

Understand Your Current Sales Process

We won’t expect to advise you on where you’re going if we don’t know where you’ve been. Allowing us to assess how you’re currently doing things will highlight areas that need to be improved and enable us to offer you a customized solution.

Provide You with Opportunities and Tactics for Improvement

With Uhuru, you remain in the driver’s seat, but with experts on your side for insight. We think of ourselves as sherpas—guides, if you will, not taking full control, because we respect that you know your business better than anyone, but steering you in the ideal direction to go.

Document the New and Improved Process in Detail

We love strategy here at Uhuru. It’s what gets the job done while removing redundancies and inefficiencies—cutting waste, and saving time, money, and other resources. We can set you up with an enhanced process.

Train Your Team in these New Sales Process Strategies

Uhuru is a results-driven agency. We’ll lay out a roadmap based on real data, not guesswork, and continuing education is one of our many specialties. We don’t have clients do something until we know it works, and once we do, we help others replicate the positive outcomes.

Scale Your Sales Procedures with Correct Documentation

Perhaps you have pivoted from something you’ve been doing in efforts to stay cutting-edge. That’s great, but you need to make sure that everyone is brought up to speed. With cohesion in all systems, processes and documentation, your company will really begin to see an increased return on investment (ROI).

Our Work Speaks for Itself

“In a single year we generated $1,165,000 in tracked revenue from a $263,800 ad spend”

Antonio Scognamiglio
MAZUUM | Owner

Frequently Asked Questions

About Sales Process Documentation

Remember, it’s about that repeatability. Simply as yourself, “if you know what works, why not write it down so you know how to do it again?” Don’t lose a great process. This strategy is a small investment that will continue to boost your bottom line for many years to come.

That’s one of the things this plan is for! It’s great for when you bring on new team members because they’ll have something concrete to go off of and not have to wonder what to do. At the start of their training, supply them with your refined sales process documentation and they will have a strategy laid out for them ahead of time—so they can be confident that if they just follow the steps, they will be able to do their part in helping the company grow to new heights.

Make sure everyone is on the same page. Be open and transparent with your team. You want everyone to be backing any new plan so that it goes off without a hitch. Implementation needs to be seamless in order to save time, money, and other resources.

We work with you to ensure what we create together does what it’s meant to. At Uhuru, our experts have been doing this for years, so we’ve seen everything. We know how to pivot and get businesses what they need to go further. We won’t stop until you’re happy with your results.


Increase Sales with an Optimized Sales Process

Sales process documentation gives your team the tools they need to improve their steps to sell. Reach out to schedule a complimentary sales diagnostic where we will take a look at your current efforts and decode any challenges you’re facing!