
Map the sales process
Trace how someone first hears about the business, compares the offer, makes contact, and becomes a customer. Find the stage that loses suitable prospects before choosing more channels. Leave the team with a decision, an owner, and a review date.
Compare services by margin, available capacity, and repeat business. The service with the highest search volume is not always the most worthwhile to promote. Leave the team with a decision, an owner, and a review date.
- A written brief
- Named responsibilities
- Agreed review points




