
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. End each review with a named next step.
Compare services by margin, available capacity, and repeat business. The service with the highest search volume is not always the most worthwhile to promote. Use the findings to update the brief for the next stage.
- A written brief
- Named responsibilities
- Agreed review points





