Sales Process Mapping Optimize, Standardize, and Scale
A clear and effective sales process is the backbone of any successful business. At The Middle Six®, we specialize in sales process mapping, helping businesses of all sizes define, visualize, and optimize their sales workflows. Whether you’re just starting to develop a sales process or need to refine your existing approach, our expertise ensures your sales operations are scalable, consistent, and efficient.
What is Process Mapping?
Process Mapping is a technique used to visually represent and understand the flow of activities, tasks, and information within a specific process or workflow. In this workshop, we use process mapping techniques to help your team develop a sales process that evolves with you.
Why Process Mapping?
Some small businesses have a sales process that exists solely in their heads, some have every person on their team doing something different, and some small businesses have yet to think about the process behind what they are doing to increase sales.
Training Within Industry
To ensure your sales process is sustainable, we leverage the principles of Training Within Industry (TWI). This lean methodology defines specific job functions and sets minimum standards for performance, with a focus on:
- Onboarding
- Continuous Improvement
- Accountability
- Consistent Client Experience
Why Sales Process Mapping Matters
Many small businesses struggle with undefined or inconsistent sales processes. Perhaps your sales strategy exists only in your head, or each team member follows a different approach. Without a standardized process, onboarding new talent becomes challenging, accountability is unclear, and customers may experience inconsistent interactions.
At The Middle Six®, we help you solve these challenges by creating or facilitating a sales process map tailored to your business. A well-defined sales process makes onboarding seamless, promotes team accountability, and delivers a consistent client experience, helping your business grow more efficiently.
Sales Process Mapping Workshop
Our Sales Process Mapping Workshop dives deep into your current sales activities, analyzing every step of your customer journey—from lead generation to deal closure. This workshop results in a comprehensive map that outlines and visualizes the key stages of your sales pipeline. The outcome? A streamlined sales process that evolves with your business and enhances your team’s performance.
Benefits of Sales Process Mapping
The Middle Six® is obsessed with creating and/or defining companies’ sales processes. We create or facilitate a sales process map for businesses so it’s easy to:
Onboard New Talent
Hold each other accountable
Provide a consistent customer experience
Provide the opportunity for continuous improvement
Sales Process Workflow + Data Schema Architecture
Your sales process isn’t just about the steps; it’s also about how data flows through your systems. Our data schema architecture services are designed to support your sales operations by:
- Capturing your current processes and data requirements.
- Structuring tools like HubSpot to organize properties, objects, and relationships—such as deals, contacts, and companies.
- Ensuring data is stored, accessed, and reported efficiently.
This approach enables your team to make data-driven decisions and improve performance across the board.
Tracking and Continuous Improvement
Once your sales funnel is mapped and operational, it’s essential to track its performance. Using principles of Lean Sales Management, we guide you in determining what metrics to track and how to track them. This ensures your sales process is adaptable and continuously improving as your business grows.
Tracking key performance indicators (KPIs) allows your business to:
- Identify bottlenecks in your funnel.
- Measure success at every stage of the customer journey.
- Adapt to changing market demands with confidence.
Training Within Industry (TWI): Build for the Future
To ensure your sales process is sustainable, we leverage the principles of Training Within Industry (TWI). This lean methodology defines specific job functions and sets minimum standards for performance, with a focus on:
- Seamless onboarding for new hires.
- Continuous improvement of sales activities.
- Accountability at every level of the team.
- Providing clients with a consistent, high-quality experience.
Partner With The Middle Six®
Sales process mapping is not just about creating a static document; it’s about building a dynamic framework that grows with your business. At The Middle Six®, we combine sales process mapping, data schema architecture, and Lean Sales Management principles to deliver a system that works for your unique needs.
Ready to optimize your sales process? Contact The Middle Six® today and let us help you create a sales strategy that drives growth, improves efficiency, and delivers measurable results.
