Resource topic

sales process

Three Lead Sources, Three Follow-Up Standards, One Audit That Proves It

You'll write three separate follow-up standards — one each for internet leads, phone ups, and showroom traffic — with speed targets, channel order, and stop rules. Then you'll run a 90-minute CRM audit on ten records from each source to find out which standard is actually being executed.

Reconcile Your Closed-Lost Records Before You Believe Them

You'll get a weekly process for verifying what really happened to unsold showroom customers, correcting the loss reason in your CRM, and rolling the recurring breakdowns into one process change. It takes about 45 minutes a week and 10 records.

The Post-Training Loop That Tells You Whether a New Behavior Actually Stuck

You'll get a four-step loop — observe, correct, verify, decide — that turns training day into a measurable change on the floor. And you'll get a gate that stops you from buying another tool before the last one was adopted.