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How We Reached 50% Sales Growth by Setting Up the Right Sales Operations

A few months ago, I got a call from the CEO of a service boutique company. He was very nervous that his company did not have any sales procedures, and they have had a difficult time selling since they launched a new service.

I decided to meet with the CEO and some of the employees in their offices in Tel Aviv. They took the meeting very seriously by devoting the entire company TO BRING IN SALES.

“Now we need to FOCUS on SALES,” said the CEO.

From the moment we met, we recognized that there was much work to do.

  • The company had no sales procedures or sales funnel.

  • The roles of the employees were unclear — and everyone was doing everything. No one had clear responsibilities because the CEO or the COO were allocating the tasks regardless of their context.

  • The company had no CRM at the beginning. They tried to manage the CRM but didn’t know how to implement their strategy with it — which happens a lot.

  • All employees, including management, were unable to differentiate between Marketing, Pre-sales, Sales, Customer Success, and finance. Also, they didn’t use those terms nor were even conscious of them.

It’s important to say that we, at Scaleops, brought our terms and definitions from the tech industry. We often work with service companies and train them to work like a start-up.

The First Week of Establishing a Robust Sales Operations

I always like to start with the simple question of:

Describe your sales process from the moment you get the lead — +which lead sources you have.

The CEO and his partner, the COO, started to tell me the whole process concerning how they generate the leads, and who manages each step.

In this case, everyone was managing everything, so they couldn’t concentrate on any specific function until they realized that lots of potential deals fell between the cracks.

We decided to work together this time and make it as their main project. We defined the KPI’s and weekly targets we wish to achieve, and I started with building their sales operations, and sales funnel as follows:

The First Step – Sales Operations Audit

This Step Includes Three Sub-Steps:

- First is a full audit of sales processes, software (CRM & Sales tools), and existing policies and guidelines.

- Second is interviewing people who are part of the sales cycle. They could be Marketing, Pre-sales, Product, Sales, Management, Legal, Finance, Post-Sales, and the like.

We learned about the complete sales process in-depth, end to end, as well as understanding the business and kinds of services offered.

It took approximately one week to complete all of this, and I insisted on having it done before we started to draw a new process.

- The third is research about existing sales strategies.

At this sub-stage, we have a great deal of in-house information from different teams about their work with clients or in the sales cycle itself. Now it was time to ask strategic questions and have discussions with the management about the target audience, the current state of sales, tools, and materials the company is using or wish to start using.

Once the audit was done, we were ready to go!

The Second Step – Identifying Problems and Craft Solutions

After a full audit, we began to identify problems related to the sales process.

In our case, I decided to explore the full process from lead to cash.

The following is a small brief of what we did:

Marketing - The company had no marketing strategy, and most of their leads came through the CEO’s network.

The CEO was getting phone calls or WhatsApp messages, and sometimes it wasn’t well communicated with other teams to proceed with the sales process.

We decided to:

  • Start using HubSpot to follow their leads—representing them with a simple lead scoring.

  • Define a business development role and assign it to one of the employees.

  • Talk with a Marketing strategist to build a proper Marketing Funnel for the company. In the beginning, we had to set a temporary Marketing plan which included Social Media exposure, content, blogs, newsletters to start “running the machine” and provide value to the company’s followers or those who read the content.

Business\Sales Development

We decided to create and define this role and have someone to develop first relationships with contacts or speak with people once they contacted through any media like website form, social media, email, and the like.

This role is quite critical for many companies to do a lead qualification and see if the client can potentially fit the company and if the company can provide the client a real value and help to “get jobs to be done”.



Before we managed to define the technical team as a pre-sales team, we realized that they were a supercritical function in the sales cycle. They made the first or second calls to the prospects to fill out a questionnaire. BUT—

Was it only to fill out a questionnaire and follow questions like a robot? The answer is no. This technical team had to be defined as pre-sales as they had lots of impact on the company’s potential clients. They have to listen to their problems and try to provide them value from the first call, be their prominent experts, consultants and know HOW TO SELL. That’s why we decided to call them the Pre-Sales Team. :)

I took a few calls with the Pre-Sales Team members when they spoke with potential customers to audit the team’s performance and guide them on how to leverage their technical knowledge to be both sales and technological leaders.


Until this stage, we had the COO and the CEO doing many of the tasks that they could delegate to other teams.

I decided to reduce the COO and CEO’s responsibilities as much as possible until we came to the commercial side of the business, where they needed to be involved.

We also optimized the company’s sales stages—automated them as much as possible to reach a simple and effective process at the end.

This Second steps touched more teams and their problems, like legal, finance, post-sales, and the like. I’m happy to tell you more about it in my next articles.