Fast Friday Win #6: From Chaos to Clarity – How to Build a Scalable Sales System

💡 The Quick Win

If your sales feel chaotic — reactive, inconsistent, or overly reliant on you — you don’t need a new tool.

You need a system.

Here's how to start building one in just 3 steps.

🛠️ 3 Steps to Systemise Your Sales

1. Map Your Sales Stages

• Think: what actually happens from enquiry to money-in-the-bank?

• Common stages:

  1. Lead in

  2. Discovery call

  3. Proposal/Quote

  4. Follow-up

  5. Close

2. Create a Repeatable Process

• Write down how you handle each stage. Templates, scripts, reminders.

• Ask: If I stepped away tomorrow, could someone else follow this?

3. Track the Numbers

• Even a simple Google Sheet can track:

  • No. of leads

  • Conversion %

  • Time between stages

• Start measuring = start improving.

🧠 Bonus Tip: Use Visual Boards

Tools like Trello, ClickUp, or even a whiteboard can turn your sales system into a drag-and-drop pipeline. Visual = Actionable.