Sales
Foundations
& Processes
Build a Structure forLasting GrowthWhat this is
Sales Foundations & Processes is about creating the backbone of your sales: simple, reliable internal systems that help you sell consistently and confidently.
Instead of ad-hoc activity, we put in place the foundations that support a thriving sales operation, now and in the future.
Who It’s For
This is for growing businesses and small teams who are ready to move from unstructured sales activity to a more professional approach.
Whether you are building your first organised sales function or simply need better systems to grow, this service equips you with the tools and frameworks to stay competitive.
What I do
Prospecting & Lead Generation Setup
I set up the systems you need to consistently find and reach your customers. That includes selecting the right methods and tools for outbound lead sourcing, handling inbound interest, and setting up tracking to see where leads are coming from, identify which are worth pursuing and start building a prospecting engine that can grow with the business.
Sales Workflow Setup
I help you establish the internal framework for a consistent, repeatable sales rhythm, defining how sales activities are conducted day-to-day. That means I map out, step-by-step, what happens from first contact to deal close: who does what, when to follow up and what counts as progress in your pipeline.
Client Retention & Account Management Setup
If you’re selling into long term accounts, we create a structure for client onboarding, upsell planning, consistent check-in points and the beginnings of a customer success function.
Tools & Systems Implementation
I handle the setup of your core sales stack - the platforms, subscriptions and services you’ll need to run your sales day-to-day. Whether it’s a CRM system or smart automations to speed up outreach, everything is set up with only the necessary tools - no extras, no clutter.
Sales Training & Handover Support
I provide clear documentation and tailored training so your team can confidently run the sales operation day-to-day.
Scalable Growth Strategy
We prepare your business for growth, advising on when to add new roles, how to divide markets and client ownership, and how to evolve your sales approach as the company scales.
Why it Matters
Building a sales infrastructure is an investment in your business’s future.
Without solid foundations, sales can become overwhelming, inconsistent, or too dependent on one person.
With the right processes in place, you gain clarity, accountability, and the ability to track progress, while maintaining consistent, high-quality service for your clients. This gives you a sales structure that supports your business now and into the future, so you can adapt with confidence at every stage.