Inbound Sales

Run this process everytime you want to give a basic structure for "Inbound Sales" Subject to employees

9 steps

Process steps

1

Identify

5 days from previous step
task
*insert template* Identify leads and create brand awareness
2

Connect

5 days from previous step
task
*insert template* Connect with qualified leads
3

Explore

5 days from previous step
task
*insert template*
4

Advice

5 days from previous step
task
*insert template*
5

Respond quickly

1 day from previous step
task
Speed kills in inbound sales - the first to respond often wins. Aim for under five minutes during business hours. Use automated initial responses if needed but follow up personally fast. Every hour you wait, the lead cools off and competitors warm up. Have templates ready but personalize them.
6

Qualify the opportunity

1 day from previous step
task
Figure out if this is a real opportunity worth pursuing. Do they have budget? Authority to buy? A genuine need? A timeline? Use your qualification framework consistently. Not every lead is a good fit - better to know early than waste time on deals that will never close.
7

Understand their situation

1 day from previous step
task
Dig into their specific needs and pain points. What problem are they trying to solve? Why now? What happens if they do nothing? What have they tried before? The more you understand their situation, the better you can position your solution. Listen more than you talk.
8

Present your solution

1 day from previous step
task
Show how your product solves their specific problem. Connect features to their stated needs - do not just run through a generic demo. Address objections directly. Share relevant case studies from similar companies. Make it easy for them to see themselves succeeding with your solution.
9

Close or advance

1 day from previous step
task
Every conversation should end with a clear next step. If they are ready, close the deal. If not, schedule a specific follow-up action - another call, a proposal, a trial, meeting other stakeholders. Never leave a conversation with a vague we will be in touch. Get commitment to a concrete next action.

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