Sales advisory process


A sales process is a set of repeatable steps that your sales team takes to convert prospects into customers. Building a streamlined sales process is vital to your company’s success, and is perhaps the most important thing you can do to impact your team’s ability to sell.

The Process

Design, Integrate, Apply.

Build an effective model

We’ll meet with your team and sales leaders to agree on a solid plan of action, optimized through feedback

Find the right fit

Your sales process should fit your brand and culture. We’ll analyze both as we go to strike the perfect balance

Understand your audience

A great sales process comes from a deep understanding of how your target clients love to communicate

Compile tools

The art of refining your sales advisory process involves using the right tools, like proven concepts and templates

Track your successes

Focus on solving long-term problems and put your new resources to work tracking successful sales

Connect the pieces

Align team members in the best possible way to maximize productivity and integration

Proven models + Tested Concepts = A Way Forward

Creating a sales funnel like the one shown here will help you guide prospects from Lead generation to closing the sale. This will make it easier for you to:

  • Align marketing targets
  • Develop research methods
  • Evolve your communication channels
  • Qualify prospective Leads
  • Increase your bottom line

Get resources to keep you on the right path.

We’ll show you how integrating Benefit Advisors Network resources will expand your sales capabilities and help you stay on track to succeed. 

Once we know what tools are right for your firm, we’ll apply your brand to every report and dashboard to give the process the perfect look and feel.