
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. Ask customer-facing staff which details people need before deciding.
Compare services by margin, available capacity, and repeat business. The service with the highest search volume is not always the most worthwhile to promote. Confirm that forms, phone links, and replies reach the right person.
- A written brief
- Named responsibilities
- Agreed review points




