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- How to have a sales process as tight at Kris Jenner’s new face
How to have a sales process as tight at Kris Jenner’s new face
Because sales is probably also Not Your Job, yet here we are, needing money.

If you’re like me, you suck at sales
(it’s okay, it’s not your fault)
But it is your problem.
Because money makes the world go round and most of us like nice things.
(and successfully running payroll and paying rent).
sigh.
Brandon was in the same spot.
So 15 years ago he got a job in sales so he could make his business, well, run.
He boybossed too close to the sun and ended up running sales for 2 companies at once and flipping houses. (Go, go Brandon!)
Which made him really, really good at getting his sales process tight and right like Kris Jenner’s new face. (Have you seen that thing lately?! incredible.)

i have no words.
Brandon has been helping me work on my sales process and today i’m sharing what he’s taught me in a newsletter takeover!
I touch on sales in my 5 Marketing Foundations (Number 4 - get a CRM!!!) but actually having a sales process that works for you is TOUGH - but it doesn’t have to be.
So today, we’re breaking down sales fundamentals
what is sales, and where it breaks down from marketing
the 3 mistakes you’re making in sales (and how to snap out of it)
what a sales process should look like
anatomy of a sales call(s)
plus pitfalls to avoid and how to keep sales going so it’s not a revenue rollercoaster
It’s a long one, but boy, will this makes sales work for you!
Let’s get to it.
Psstttt - if you’re issue is lead gen, not closing, then hop on over to Lex Roman’s shop and get the Stay Booked Roadmap.
They’re the reason Brandon and I met and have our pipelines jam packed!
Yes, that is my review highlighted!
First off - what is sales? and how does it differ from marketing?
The line between sales and marketing should NOT be fuzzy wuzzy.
Marketing - marketing is that thing where we are broadcasting to everyone
Sales - sales is the thing where we are talking to individual people who can buy our things
Marketing is A LOT more passive.
”Hi, how are ya? I hear you were having some problems. Well here’s a brochure on that. My contact’s at the bottom, you just let me know if you’ve got any questions. Have a great day.”
Sales is a lot more… “in your face”.
“Hey, you. You got a problem? I know you do.
And we’re gonna talk about it. Have a seat.”
If you’re scared of marketing…You’re almost definitely afraid of sales too.
But, like with marketing, if you’re not proactive about what and why you’re doing this, it’s not gonna work at all.
if you remember just one thing, let it be this:
“You need to know where you’re trying to go. You lead that process—don’t think they’re going to lead you to close. They won’t. You will lose leads [if you do that]. I guarantee it”
And on that note, lets get into the 3 fails Brandon sees the most from founders.
(Yes, it includes how to map your sales process to get that toe-curling close!)
The 3 biggest founder sales faux-pas 🤦🏽♀️
1. going too high in the org
The CEO has no idea what the middle-managers or frontline workers are going through. so don’t try to sell to the CEO
Sell to the person with the most painful problem, and know how to escalate it up to the person with decision making power (and power of the purse!)
There are 4 people to keep in mind:
Users → The hands-on people who feel the pain
Champions → The people who care about solving it
Decision Makers → The ones who say yes
Budget Holders → The ones who pay
Psst - this is why in the B2B messaging matrix (Part of foundation #3: Branding) is broken into different kinds of users → you need different messaging for each of the buyers and be able to push them through the system. More on this in a later issue!
2. Not scheduling the next meeting in a meeting!
It doesn’t matter if you need the meeting. You can cancel it!
It matters that they have to make a decision because there’s time on the table.
It makes it that much harder to ghost you (or for you to lose them!)
“Hey, before we jump off, let’s get that next meeting on the books.”
3. Disappearing between meetings.
Send recap emails (“Here’s what I heard, here’s what’s next”)
Share tailored insights, content, or mini case studies that map to their pain
Ask for intros to other stakeholders early (“Who else needs to be part of this?”)
Which goes right back to…
What your sales process should look like
(told you we’d get to it!)
Brandon organizes his by phases, and knows that there are specific things to accomplish for each—and the skills needed to do them right.
Here’s what that looks like:

Break it down!
So about dem calls…
So glad you asked, because now it’s time to talk about:
The anatomy of your sales calls
You need a min of 3 calls.
Yes. really.
That one-call close is (probably) dead. 😭
If it isn’t you’re that annoying guy on YouTube talking about how he closes “87% of business in one call!”
Yay you Hormozi.
Now for the rest of us…
Here’s how those first 3 calls need to go
Call #1: (30 min) tell me about your problems…
You want to know the reasons why they want to buy and how painful their problems actually are.
That way you’re not trying to sell to the wrong problem and making the prospect feel unheard - or worse - misunderstood.
30 min will give you just enough time to hear them out all the way.
And decide whether they are actually a good fit for you(r product!).
(Warning for the loquacious (also, me)
“A 45 min discovery call puts you in jeopardy of having to share too much because there's too much time on the table. It seems like it's a good idea in the moment, but it never works.”
Most importantly, put yourself in their shoes and ask questions that will give you more context
Who else is involved in affected by this problem?
How does this impact your goals?
This helps you create urgency!
Psstttt if you’re a SaaS co
⭐️ This first call is your customer discovery/research call! ⭐️
You should NEVER do sales + customer research on the sales call (see last week’s ultimate post on Customer Research),
BUT you can reach back out to people you interviewed for a sales call (aka Call #2). 🙂
In a 30-min call, this breaks down into:
5min - get to know you
20min - take them through the pain tunnel
You want deep discovery into the prospect's business, challenges, and reasons for considering a solution
5 min - schedule the next meeting for the fix it presentation </this helps you create urgency!
Between Call #1 and Call #2:
If you’re building a new product, this is where you build your MVP!
If you have your product/service ready to go:
create your sales presentation (Brandon has a whole newsletter issue of his own on this!)
make sure your solution can address their pain points
Call #2: 30-45mins where you show you can solve their problem; “Prove it presentation”
This is the time to showcase how your product (or service!) is the solution to their problems.
The light at the end of their pain tunnel!
Show them the product -to-solution (or service-to-solution) and then be quiet.
You want them to give the value in their own words.
You can use questions like;
How would you/ your team use this tool to accomplish [insert the value of the feature]
Ex. “How would you/your team use this API integration to streamline repeat tasks?”
To confirm, there’s no way for you to currently do [insert value of feature]
Ex. “There’s no way for your team to visualize individualized data that you need to make tailored decisions?”
Which of these features is most important to you?
Ex. “We have a lot of alignment here. Which feature(s) make this a must-have. If it isn’t, what’s missing in this scope?”
Map each person’s problem to your solution!
That’s when a proposal (next call!) feels like a no-brainer.
In a 30-min call, this breaks down into:
2-3/5min banter
15min - walk them through the solution, do some call and response
5min - schedule the next call to review the proposal, discuss next steps, and address any objections.
Between Call #2 and Call #3:
write the proposal! and send it within 24hours!
that proposal should be 3 three things
concise
have the pricing up front
include a Loom overview of the proposal to walk them through (1-5min MAX)
Call #3: Proposal review and Objection handling
Aaah, finally, when they can be go/no go on paying you!
this is your time to pull out and answer objections on the spot.
So they don’t read over the proposal,
find the one thing they have a question about
and say “Nahhh” instead of asking the question and getting an answer.
(This is especially true when selling to technical buyers.)
In a 30-min call, this breaks down into:
2-min ice breaker chat
5-8 min walk through it, connecting to their pain points they discussed, the solution that can save them, and the outcomes tied to business goals
3 min objection handling
2 min next steps + schedule the next call (can be an onboarding call!)
After Call #3: money money money mon-ay!
Send them invoice
contract
onboarding (or if you have white-glove onboarding to your product, getting that part setup)
Ta daaaaa!
You did it! you closed!!
How to keep it going
To avoid the revenue rollercoaster (and have nice things like payroll running) you can’t hit it and quit it with sales.
You have to keep going on dates (aka sales calls).
Here’s how to keep the party going;
Track sales efforts by output NOT time spent
that way you can accurately see how you’re being productive. And don’t track proposals as your key KPI, or else you’ll be incentivized to send proposals to people who are not qualified enough.
Instead, have your top KPI be reaching out to every sales opportunity at least once a week.
and speaking of KPI’s…
Only track the KPI’s that matter
What to track weekly:
Number of outreach messages (calls, emails, DMs)
Referrals asked
Meetings booked
Follow-ups sent to active leads
Touches on every deal in progress (no cold leads!)
What not to track:
Proposals sent — because bad proposals kill momentum.
and speaking of talking to people….
Be more pushy (yes, you read that right!)
Talk to people. a lot.
Brandon is over here giving you permission to follow up more!
keep. saying hi. every week (or month if they say “talk to me next month).
until they give you a decision.
See? You can do this sales thing!
But if you’re like “yeah, but i’ve been doing that sales thing FOR MONTHS and stuff just won’t close!”
Then you should probably talk to Brandon and get his sales goodness for yourself.
Follow his weekly newsletter and book a call with him.
You can do this!
All you need is the right support.
If you liked this issue, loved it, had to have it, and want to support, please
Refer us to a friend who doesn’t want to do marketing. we’re taking new clients for April for Customer Research, Websites, and Marketing Strategy!
A DM with “I heard you were looking for help with [blank], consider hiring Sophia” is highest praise!
Join the convo on LinkedIn (This comment section is a lot of fun!)
Any of this would make Aelia and I jointly squee on a call in the near future and is much appreciated. 💃🏽
We’ll see you and your inbox next week!
Cheers!
Sophia ⚡👩🏽💻 & Brandon 🙋🏽♂️ & Aelia 🪄🧕🏽 & Naa 🧚🏿♀️
Powered by mindblowing sales calls leading to some 😱 wild 😱 opportunities (We have SO many cool things to report!)

Brandon and Sophia cutting up on the call that led to this newsletter.
We are a menace to our calendars and I love it!
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