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7 Steps for Mapping Your Sales Process

Written by Pete Nelson

At Everywhere Marketing we’re big believers that anything worth doing well is worth duplicating. To duplicate anything well it’s important to have a system that allows you to re-create your best efforts and desired outcomes on a consistent basis. That is why anytime we create a sales, marketing or branding campaign it is rooted in our system which we call The Seven Primary Points of a Sale.

Take McDonald’s, for instance, which best selling author, Michael Gerber (The eMyth) refers to as one of the greatest businesses in history because of the system they execute. No matter where you are in the world, venture into a McDonald’s and you can expect to find the food tasting the same, the service is the same and in most cases, the restaurants are the same.

Regardless of how you feel about fast-food, you have to admire a company that has so thoroughly defined and executed their sales system that after a million-plus employees, billions of customers and nearly forty years of being in business, their proven system continues to drive their business, rather than their business driving the system. And let’s not forget that McDonald’s didn’t start off as a multi-billion dollar conglomerate.

Like nearly all entrepreneurs, McDonald’s started out as a very small business, which was built and subsequently grown through the BIG vision of the company’s owner Ray Kroc. Mr. Kroc’s vision was based on a systematic sales approach that was rooted in his belief of how customers wanted to buy and how they wanted to experience food on the go or with their families. 

Take that example and let’s bring the concept of replication closer to you and your business. What is your sales process? Do you have a defined system for consistently moving your prospects through your sales cycle? If you do, how often do you stay within the system? And perhaps, most importantly, do you know where you and your prospects are at all times during the sales process?

Your Personal Road Map

Like McDonald’s and any other company that has a successful system driving its business, to consistently make the most of your marketing and sales efforts, you will want to have a proven, easy to follow and simple to execute system for turning leads and referrals into paying clients in the most time and cost efficient manner possible.

The following is based on Pete Nelson’s system The Seven Primary Points of a Sale. It is designed to act as your personal road map through the entire marketing and selling process. You will quickly notice that these seven points are universal to almost all outside selling scenarios, particularly relevant to the process of selling a service. These seven steps are also part of many inside selling environments.  

Not only will this seven point system help you know where you and your prospects are at all times during the selling process, but it will help you be more effective and more efficient with your overall marketing and selling efforts.


 1. Pre-Sale Conditioning

It’s no accident that the first Primary Point of a Sale is “Pre-Sale Conditioning”, which is all about possessing a strong, positive and focused mindset. This is the underlying foundation for achieving consistent, long term success in sales, just as it is in achieving success in all areas of business and life.

Most women entrepreneurs, however, find that their mindset isn’t as strong as they’d like it to be, especially when it comes to sales or even marketing. The prevailing attitude is that selling and even promoting one’s self is slimy, uncomfortable and unethical. Women entrepreneurs are constantly on the lookout for an easier, less stressful way to sell and market. They’re searching for a way that is more conducive to their values and natural communication style.

The reality is that without sales, not much is going to get done in this world. This is absolutely true when you’re trying to grow and sustain a successful business. Selling isn’t unethical and slimy, true selling is education. And it doesn’t have to be overwhelming and stressful. Successful selling and marketing starts with a shift in your perception. For many that shift is to understand that the only time selling is slimy, uncomfortable or unethical is when you’re trying to take advantage of a customer by going against the customer’s wishes, wants and needs. And if that is not you, you don’t have to worry about your values or the customer’s values being compromised.

The proper mindset allows you to effectively identify, prioritize, gather resources and execute any and all sales strategies with ease, eliminating the feeling of pressure. Success in sales, as it is success in business and marketing, is predicated upon the Five P’s of Successful Selling – Proper – Preparation – Prevents – Poor – Performance.

2. Prospecting & Influencing

Armed with the right mindset and your strategy well planned out, this point in the selling process is where you begin executing on your strategy. It is also where you will usually have initial contact with a referral or lead. This initial contact can be arranged through standard referrals, advertisements, direct marketing, a presentation, a networking event, an article you wrote, search engines or any number of other ways. The reality is that your prospective client may not be inclined to buy something from you at the initial point of contact. Which is why our agency often refers to this point in the selling process as “Opening Doors Through TOMA”.

TOMA stands for Top of Mind Awareness, which means anytime your prospects are thinking of a challenge or need that your service and product helps them overcome, they are thinking of you and your company as a viable and natural solution. At this stage of the selling process, your main focus isn’t to get the customer to buy from you. The main focus is to get prospects to see enough value in you and your solution to move you to the next point in the Seven Primary Points of a Sale.

3. Uncovering The Truth

This point in the sales process is where you formally, or in some cases, in-formally, learn about the issues and challenges your prospect is experiencing. Do not assume you and your company have the right solution for them, even if you know you do. Your primary intention here is to get to the truth and you cannot confuse this truth by inserting your own assumptions before you have enough information to validate them. At the heart of this is a genuine interest and focus on the prospect. They’re the star at this point of the sales process.

One of the world’s leading authorities on eliminating pressure and tension from the sales process is the founder of Unlock The Game, Ari Galper. Ari’s a good friend of mine. When Ari and I sat down for an interview recently, Ari said the first thing to connecting with a prospect at this point in the selling process is diffusing pressure and getting visibility into a prospect or client’s true agenda. As he put it, “A client doesn’t care how much you know, until he knows how much you care.”

Once the prospect feels your desire to close them right way is genuinely gone they will not feel so vulnerable or defensive and guess what – neither will you. At this point they will be much more open to telling you what’s “really going on” inside their organization and therefore, providing you with the information needed to effectively take you to the next point in the sales process.

4. Customizing Your Solutions

John Naisbitt, a former senior executive for IBM and Kodak, once said about this stage of the sales process, “In selling, as in medicine, prescription before diagnosis is malpractice.”With that in mind, this point in the selling process you and/or members of your team will be presenting how your company’s solutions will solve the challenges or issues your prospect wants you to help them with. If you’ve done your job during Primary Point #3 you will have received the necessary information to appropriately prescribe your solutions for the prospect.

This is where it becomes crucial to understand the primary decision making style of those you’re pitching to and communicate with them in the way they want to be communicated with. But no matter the type of decision maker you’re dealing with, remember they receive the “STAR” treatment, so make the solution all about them and their company – not all about you and your company. The more you can customize, and in some cases, fully personalize, your solution for the prospect the better chances you have of winning the account.

Once you’ve presented your customized solution for the client, you will immediately find yourself in the next point of the sales process.

5. Handling Resistance & Pressure

At some point in every sales process you will be faced with objections, concerns and very direct questions about you and your company’s ability to deliver on its promise. This is pressure, or as many people, refer to it as crunch time. This usually occurs immediately following Primary Point #4, where you delivered the solutions for your prospect’s challenges.

What’s really important to be aware of during this point is that a vast number of people you will sell to have either worked as a salesperson, been trained on closing tactics by their company or they’ve either read, listened to and/or attended programs on selling just as you have. The outcome is that many of the people you will sell to today know all about “closing techniques” and “how to overcome objections”.

Old habits are difficult to break and this is precisely where many well intentioned entrepreneurs find themselves falling into the trap of employing antiquated and manipulative sales tactics when the pressure is turned up. Or, they simply fold under the pressure. When this occurs you’re instantly creating tension and raising alarms within your prospect rather than creating excitement and raising their interest in doing business with you. This not only won’t accelerate your sales cycle but slows it down considerably.

When your prospect is hesitant to move forward at this point in the sales process remember to never take their hesitancy or questions as a personal attack on you. You will want to remove your ego from this point of the selling process as much as you can.

More than likely, the questions, objections and hesitancy your prospect is expressing is in direct relation to one or more of the following four things:

(1) They’re responding based on their preferred and natural decision making characteristics.

(2) You did not adequately address their true needs and communicate your solutions in a way they can relate to.

(3) There are agendas and issues you have not yet uncovered that are causing hesitancy in making a decision on your solution.

(4) They simply want to clarify and reinforce your solutions.

Knowing where your prospect is coming from with their questions, objections and/or hesitancy will allow you to be better equipped to eliminate any tension or pressure during this point. Do this effectively and you will have moved to the next point in the sales process.

6. Securing The Sale

There have been thousands of books, audio courses and training programs solely devoted to this point of the sales process. It’s often referred to as “closing”. Contrary to traditional sales methodologies, you do not have to possess some magical, secret closing technique in order to be successful at securing the deal.

In fact, you should never have to sell anything to anyone. If you’ve effectively done your job during the previous five points, especially Primary Points #3 - #5, you just facilitate your prospect selling your solution to themselves.  In other words, this may very well be the easiest point in the entire selling process.

If, on the other hand, there are still lingering issues and unanswered questions, you will find securing a sale at this stage very difficult. Trying to force a sale here when the prospect isn’t fully ready to say, “YES” can very easily kill your chances of securing the sale at all.

If you’re finding the prospect or client isn’t fully ready to commit, we cannot stress how important it is to put your personal needs aside and strictly focus on your prospect’s needs and issues. Listen carefully to their questions, objections or concerns. Anchor your responses to their preferred style of communicating and preferred style of making decisions. Specifically, anchor your solutions with what you already know is most important to them and the core issues they’re looking for you to help them solve.

7. Follow Up & Follow Through

You’ve made it through point #6 and secured the sale. Your new client is excited, you’re thrilled and everything seems right with the world. So now what? Go on to the next prospect? Yes, but not without first making sure you are consistently following up and following through with the prospect you just turned into a client.

Following up and following through opens up customer interaction and extends customer satisfaction. Yet, so many entrepreneurs believe that once a contract is signed the work is over. The mentality is that it’s time to move onto the next deal. On the contrary, once the contract is signed this is where the real work begins.

As a consumer yourself, you know exactly what happens when you feel disconnected from someone who sold you something, especially if that something involved a big purchase. You’re hurt, angry and resentful. These are three things you do not want your clients feeling about you and your company after they have purchased your solution.

In our agency’s experience of working with hundreds of organizations and thousands of professionals, we believe the ability to follow through, or as some people refer to it as following up, is the single most important ingredient for keeping clients, selling more to existing clients and obtaining valuable referrals. Following up and following through builds a loyal and trust worthy brand.

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Pete Nelson is recognized as one of North America’s top sales and marketing strategists. He is the founder of Everywhere Woman Media, LLC., which includes the revolutionary marketing & branding agency www.EverywhereMarketing.com that creates business makeovers for women entrepreneurs. He is also the creator behind the popular sales training program Selling In Color.

Along with being the co-author of the book, Success Under Fire: Lessons for Being Your Best In Crunch Time, Pete is also a popular international speaker, who has delivered programs to over 30,000 professionals, during the last eight years, across North America and Europe.

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