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Sales Process Mastery - Strategic Summary
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Client: [CLIENT NAME]
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Assessment Date: [DATE]
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Reference: SPM-2024-[NUMBER]
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Current State: Your business demonstrates exceptional process documentation with comprehensive SOPs and process maps—a rare competitive advantage. However, manual execution through spreadsheets is creating significant bottlenecks. The immediate priority is implementing CRM infrastructure and automation to transform your documented excellence into operational efficiency and scalable growth.
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Traffic Light Assessment - 15 Critical Areas
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| CRM System Usage |
Process Documentation |
KPI Tracking |
Sales Reporting |
Marketing Automation |
| Customer Onboarding |
Appointment Booking |
Quote/Proposal Follow-up |
Follow-up Reminder System |
Lead Qualification |
| Lead Capture Process |
CRM Integration |
Mobile CRM Access |
Data Centralization |
Overall Organization |
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Top 3 Critical Priorities
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Implement CRM System
Establish centralized "single source of truth" replacing spreadsheets with HubSpot or Pipedrive for immediate data accuracy and team visibility.
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Automate Lead Capture & Qualification
Deploy automated lead capture forms and implement BANT/CHAMP qualification framework to eliminate ad-hoc referral dependency.
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Establish KPI Tracking & Dashboards
Configure automated dashboards tracking conversion rates, pipeline velocity, and activity metrics for data-driven decision making.
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90-Day Action Plan Summary
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Month 1: Foundation
CRM selection and implementation, spreadsheet data migration, mobile deployment, integration with existing Calendly/OnceHub tools, and initial team training.
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Month 2: Quick Wins
Automated lead capture deployment, BANT qualification framework implementation, follow-up automation workflows, and integration of proposal software with CRM.
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Month 3: Analytics
KPI dashboard configuration, automated reporting rhythms, marketing automation setup for lead nurturing, and onboarding workflow automation.
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Expected Impact (6 Months)
• 30-40% increase in follow-up consistency
• 50% reduction in admin time (15+ hrs/week saved)
• 20-30% improvement in conversion rates
• Complete pipeline visibility & accurate forecasting
• Zero lost leads from manual tracking failures
• Real-time automated reporting capabilities
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Investment Overview
| Software Costs: |
$100-250 AUD/user/month |
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| Time Investment: |
80-120 hours over 90 days |
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| Expected ROI: |
Break-even in 3-6 months |
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ROI driven by increased conversions, eliminated lost opportunities, improved team efficiency, and scalable revenue infrastructure.
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URGENT ACTION REQUIRED: This assessment identifies critical infrastructure gaps limiting your growth. You have 8 RED-rated areas requiring immediate attention. Your comprehensive process documentation provides the perfect foundation—now it's time to power these processes with technology. The cost of inaction—lost deals, forgotten follow-ups, data chaos, and missed revenue—far exceeds this investment. Begin CRM selection this week to transform your sales operation within 90 days.
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