1
Diagnose & map
Run the workbook with your team, map stages, SLAs, and current leakage. Prioritise quick wins.
Sales Framework
The Perfect Sales Cycle
Our framework and workbook guide your team step by step. From first contact to repeat business. Embed the playbook in your CRM so progress feels natural and measurable.
Definition
What is the Perfect Sales Cycle?
The Perfect Sales Cycle is a clear, staged framework that makes sure every lead gets the right follow-up at the right time, from first touch to repeat purchase. It creates a consistent sales process that removes guesswork and keeps opportunities moving. Inside the workbook you’ll map your customer journey, close gaps and prioritise where effort pays back fastest. We then embed the playbook in your CRM with tasks, SLAs, hand-offs and automations so the process runs reliably in the background. Data stays clean, teams stay aligned and nothing slips through the cracks — giving you measurable, repeatable revenue growth.
Why the Perfect Sales Cycle matters
- No lead left behind Structured follow-up across every stage means faster responses and fewer missed opportunities.
- Consistent hand-offs Marketing → Sales → Success alignment reduces drop-offs and improves conversion and retention.
- Measurable improvements Dashboards and SLAs turn the cycle into weekly management — not a one-off campaign.
Implementation
How we deliver the Perfect Sales Cycle
We move from strategy to working process — documented, automated, and adopted.
2
Design & build
Translate the playbook into your CRM: pipelines, tasks, sequences, hand-offs, alerts, and dashboards.
3
Enable & optimise
Coach teams, measure adoption and cycle health, and tune SLAs and automations for reliable throughput.
Timeline
What progress looks like at 30 / 60 / 90 days
30
Mapped and moving
- Lifecycle mapped; SLAs and hand-offs defined.
- First automations live (alerts, tasks, basic sequences).
- Baseline dashboards for speed-to-lead and follow-up.
60
Operational in CRM
- Pipelines, stages, and outcomes aligned to the playbook.
- Handoffs between Marketing, Sales, and Success working.
- Team enabled; review cadence in place.
90
Embedded and improving
- Dashboards guide weekly coaching and prioritisation.
- Leakage addressed; SLAs and sequences tuned.
- Playbook documented and adopted across teams.
Principles
Remember
- Start from the journey — design stages and hand-offs before automations.
- Automate the essentials — logging, alerts, tasks, and SLA checks.
- Manage weekly — dashboards and review cadence keep momentum.
Trusted tooling
We work with your stack
Certified across the platforms you already use.
HubSpot
Pipedrive
Aircall
ActiveCampaign
FAQ
Common questions
What’s inside the workbook?
Stage definitions, SLA prompts, worksheet templates, and a step-by-step to map your cycle and prioritise quick wins.
Is the workbook free?
Yes — download it and share with your team. If you want support implementing it, we can help.
Do I need a specific CRM?
No. We implement the cycle in HubSpot or Pipedrive (and others) using pipelines, tasks, sequences, and dashboards.
How do we get started?
Download the workbook, then book a short call. We’ll review your current lifecycle and outline a pragmatic 30/60/90 plan.
Next step
Ready to optimise your sales cycle?
Grab the workbook and let’s turn it into a working, measurable process in your CRM.