I own a small growing digital eCommerce agency based in Philadelphia. I'm searching for a mentor to help develop our sales process, as we are growing and running into issues due to not having a clearly defined sales process when it comes to starting a new relationship with a client. We work with Magento & Shopify Plus. We have mainly worked on small projects the last several years, but our goal has always been to go big or go home. We are running into the following issues in our sales process: - Initial contact with large clients generating between $20-200m in revenue we don't have a good process dealing with these size clients. We are trying to figure out how to put it all together so we can gather requirements in a structured process while being considerate of our time. - Understanding what resources to bring into the sales process and when. Example: We have a client who needs a full eCommerce implementation with complex customizations and integrations, but then they also need marketing services. We don't have a process of when and how we bring in other resources to discuss their needs. Our biggest problem is having a process and structure because it might come off to a client that we are unorganized, but the real issue is we haven't figured out how to put it all together. - How to estimate on phases accurately? We currently do it by hours, but we've been advised to do it by days.

Yes, a consistent sales process is vital so that you know where you are. You also want to know why you lost some orders and won others--I was over a decade into my career before I realized I had no idea why. And that's what lead to the change.

You need to understand your numbers.

You need to know what the process steps are, and how to proceed to the next one--or let the opportunity die if it should (hint: if you're trying to turn every prospect into a client, you're doing it wrong.)

And you must have your fulfillment process dialed in, which at present with the description of murky data-gathering and pricing it sounds like you do not.

Loads of info my my blog at

Let's discuss specifics on a call.

Answered 5 years ago

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