Building the Perfect Sales Process

Optimising your sales and marketing is a big job. So where do you start?

We offer a number of options when it comes to working with our platforms, one of our most popular paths is our walk, run, fly, soar packages that help you scale your business.

Service Packs

You Do It Yourself

You purchase the platform through us and complete everything yourself. On the occasions that you need a little bit of expert help, you can log in to your customer portal and request help.

We Do It Together

Team up with us to share the workload. We will establish a shared workload. We can execute more complex or time-consuming tasks such as creating campaigns and marketing automations.

We Do It For You

We do it all. Our team of specialists learn everything about your business and requirements so that you can relax whilst we execute everything for you. You’ll still be involved in the strategy.

Order of priorities for your sales and marketing automation process

Re-engage Existing List

1. Re-engage Existing List

Drive your existing prospects to take action! Your quickest path to cash

Capture Lead from Existing Traffic

2a. Capture Leads from Existing Traffic

Create lead magnets of offers that entice your website visitors to opt-in to your marketing

Systemise Your Sales Conversions

2b. Systematise Your Sales Conversions

Be intentional in seeking to convert your new leads that enter the sales funnel

Deliver a Stellar Customer Experience

3. Deliver a Stellar Customer Experience

More than simply fulfilling on your offering, make your customers feel awesome

Ask happy customers for referrals

4. Ask Happy Customers for Referrals

Find out who your happy customers are and ask them to refer their friends and colleagues

Upsell to Existing Customers

5. Up Sell to Existing Customers

What else do you offer that will help your customers? Cross-sell and upsell

Purchase Make it Easier

6. Make it Easier to Purchase

Remove barriers and streamline your sale process to avoid losing customers

Deliver a Stellar Customer Experience

7. Nurture Your Prospects and Customers

Schedule regular communications to keep your list up to date on what is new and exciting

Generate New Website Traffic

8. Generate New Traffic

Draw in new opportunities through advertising, events, networking, SEO and PPC


We will analyse the sales and marketing of a single product or service that your business sells. This analysis will reveal opportunities for improvement and provide a focus for your sales and marketing process.

  • Identify a single product or service to focus on in your marketing process
  • Identify a single gap in your sales and marketing efforts to address and solve


By directly addressing the gap in your sales and marketing efforts, we will then identify a single and narrow tactic for your business.

Together, we will create an action plan that lays out the assets, content, tools, and skills required to execute the sales and marketing process for your business.

  • Identify a single, narrow tactic to address your sales and marketing gap
  • Plan out the assets and content needed to build and launch the tactic a week later


We will use your content and assets to build the sales and marketing automation and we will test launch our tactic to a segment of your customers.

  • Build tactics and import relevant contacts
  • Test launch your sales and marketing tactic to a subset of customers


After the test launch, we will monitor the performance of your sales and marketing process through the dashboard. We will optimise your content and any other elements of the campaign before we go for a broader launch.

  • Build a reporting dashboard for the main user
  • Review test launch results
  • Optimise content and processes for a broader launch


We will map your next move by reassessing your needs and developing your next action plan for continued success. By repeating the process, we will see incremental improvements to your business.

  • Undertake a new assessment on your business after launching the first tactic
  • Create a clear action plan on next steps for continued progress

Looking to build the perfect sales cycle and ensure that all prospects and customers are accounted for?

The typical customer lifecycle contains too many opportunities for leads and customers to get left behind. Whether it's slow leads that never get followed up or customers who make one purchase with you before moving on, the typical customer lifecycle is losing you money. How do you address this?

The Perfect Sales Cycle

Is it time to systematise your business and become more effective, increase your revenue and grow your customer base?