
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. Explain which task matters next and why it takes priority.
Compare services by margin, available capacity, and repeat business. The service with the highest search volume is not always the most worthwhile to promote. Explain which task matters next and why it takes priority.
- A written brief
- Named responsibilities
- Agreed review points





