If your sales process is mostly tribal knowledge, Slack threads, or just “how we’ve always done it,” you’re not alone.
Most growing companies outpace their systems. That’s normal.
But scaling requires structure—and it starts with a clear, documented sales process.
Here’s how to map it out in one day (yes, really) and turn that chaos into a scalable system your team can follow.
Forget your CRM’s default stages. Map what actually happens from lead to close.
Typical structure:
Customize based on your flow. If you skip steps, your reporting will suck—and your follow-ups will too.
Where do deals stall? Where does ownership get murky? Where do leads fall through the cracks?
Look at:
These are where automation and SOPs can save hours a week.
At each stage, define what success looks like:
Example: “Discovery Completed” = Meeting booked + notes logged + next step defined.
Track conversion rate between each stage. You’ll find your biggest leaks fast.
Now that your stages and actions are mapped, connect the tech:
Build once. Save hours every week.
Turn the map into something reps can actually use.
We recommend:
Bonus: record a Loom walking through it all.
Sales process chaos = lost revenue.
Structure = scale.
You don’t need a six-week sprint to fix it. You just need a focused day to map what’s real, fix what’s broken, and build what scales.
Want help doing it fast—and making sure it sticks? [Mektra builds sales systems that teams actually follow.]
Whether you’re launching outbound for the first time or rebuilding a broken process, we’ll streamline your CRM, automate outreach, and help you scale faster—with less overhead and more control.
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