The Biz Growth Blog

Steps to Creating a Sales Strategy

May 22, 2025 | Uncategorized

consultancy

You’ve tried the discounts, the DMs, the Instagram posts—and while a few sales trickle in, it still feels like you’re throwing spaghetti at the wall. You’re showing up, but where’s the traction?

At The Growth Manager, we know that consistent sales don’t happen by luck—they happen by design. With a clear strategy, you can stop guessing and start growing.

Whether you’re a solopreneur juggling everything yourself or leading a small team ready to scale, a defined sales strategy gives you the direction, clarity, and accountability to reach your revenue goals, without the stress.

This article will walk you through how to build a practical, profitable sales strategy that works for your business and your lifestyle.

Steps to Creating a Sales Strategy - The Growth ManagerWhat Is a Sales Strategy, and Why Does It Matter?

A sales strategy is a step-by-step plan outlining how your business will attract, convert, and retain customers. It combines your goals, target market, positioning, tools, and processes into one approach that supports sustainable growth.

Without one, you risk wasting time, energy, and budget chasing the wrong leads or missing golden opportunities. A strong strategy aligns your team (or just yourself!) with a clear path to revenue generation.

Why it matters:

  • No more guesswork
  • Better results from your marketing
  • Clarity and consistency in how you sell

The Benefits of a Strong Sales Strategy

  • Higher lead conversion rates
  • Shorter sales cycles
  • Improved customer retention
  • Greater confidence in your approach
  • Better return on sales and marketing spend

Let’s dig into how to build one, step by step.

Step 1: Assess Your Current Sales Situation

Before mapping where you want to go, you need to know where you are.

Conduct a Sales Audit

Start by playing detective:

  • Pull up your revenue and margin reports
  • Look at your lead sources and how well they convert
  • Review your current tools, systems, and processes
  • Take note of customer feedback, especially complaints

Gather both the numbers and the narrative (team and customer feedback) to see what’s working and what’s not.

Complete a SWOT Analysis

Use a SWOT Analysis (Strengths, Weaknesses, Opportunities, Threats) to get a holistic view of your sales environment. You’ll spot gaps, friction points, and areas ripe for growth.

Step 2: Define Your Sales Goals

Without goals, you’re steering without a map.

Use SMART Goals:

  • Specific – Clearly defined and focused
  • Measurable – Quantifiable with data
  • Achievable – Realistic given your resources
  • Relevant – Aligned with your broader business objectives
  • Time-bound – Tied to a deadline

Example: Increase monthly sales by 20% in Q3 through website lead generation.

Keep goals aligned with your vision so you’re measuring what truly matters, not just vanity metrics.

Step 3: Identify Your Target Market

You can’t sell to everyone, and trying to will only dilute your efforts.

Define Your Ideal Customer Profile:

  • Demographics – Age, location, job title
  • Psychographics – Interests, values, goals
  • Behaviours – Buying habits, decision styles
  • Pain Points – What are they struggling with?

Segment Your Audience:

Speaking to “everyone” is like sending the same text to your mum, your boss, and your best mate. It won’t land. Break your market into logical groups so you can tailor your message and offer accordingly.

Step 4: Develop Your Unique Selling Proposition (USP)

This is the heart of why people choose you.

What Makes You Different?

Most people think their USP is their pricing or product. It’s not. It’s the reason people keep choosing you—the experience, the outcomes, the way you do business.

Ask yourself:

  • What do we offer that others can’t?
  • What’s our unique way of solving problems?
  • What do our clients rave about most?

Craft Consistent Messaging

Once you’ve nailed your USP, use it everywhere—from your homepage to your sales calls. Make it part of your story.

Step 5: Create a Sales Process

Sales success is built on repeatable systems.

Map Out Your Funnel as a Story:

Picture this: A lead finds your blog, downloads your free guide (lead generation), and receives a thoughtful follow-up email (qualification). You chat over a discovery call (initial contact), deliver a value-packed proposal (sales presentation), and close the deal. Post-sale, they feel supported and heard.

That’s a sales funnel in action.

Build Support Tools:

Help yourself (or your team) stay consistent with:

  • Email templates
  • Proposal decks
  • Discovery call scripts

Step 6: Build a Sales Team (If You’re Not Flying Solo)

When it’s time to grow, the right people make all the difference.

Hire for Culture and Capability:

Look for sales pros who:

  • Align with your brand values
  • Know your market
  • Build relationships easily
  • Are self-driven and resilient

Train and Support Them:

Salespeople thrive with clarity. Offer:

  • Onboarding sessions
  • Regular coaching and feedback
  • Clear KPIs tied to their roles

Step 7: Use Sales Tools and Technology

Modern selling requires smart systems.

Choose the Right CRM:

A CRM (Customer Relationship Management tool) helps you track:

  • Leads and follow-ups
  • Sales pipelines
  • Conversations and outcomes

Options like HubSpot, Zoho, or ActiveCampaign work well for small to mid-sized businesses.

Embrace Automation:

Save time and reduce human error with tools that automate:

  • Follow-up emails
  • Appointment scheduling
  • Client onboarding sequences

Let your tech do the heavy lifting so you can focus on people.

Step 8: Monitor and Refine

A great sales strategy isn’t set-and-forget.

Track Metrics That Matter:

  • Lead-to-close rate
  • Sales cycle length
  • Average deal size
  • Client lifetime value
  • Acquisition cost

Adjust Based on Insights:

Use your CRM data, team feedback, and customer insights to refine your messaging, process, and offers. Flexibility keeps your strategy relevant.

In the End…

A solid sales strategy isn’t about being pushy—it’s about being prepared. It gives you clarity, consistency, and confidence to grow in a way that aligns with your values and vision.

No more crossing fingers. No more throwing spaghetti at the wall. Just a system that works.

If you’re ready to build a values-aligned, scalable, and stress-free sales process…

Explore Our Sales Mastery Mentoring Pack

The Growth Manager’s Sales Mastery Mentoring Pack is designed to help founders and small business owners:

  • Map out a strategy that actually fits your life
  • Create repeatable systems for consistent growth
  • Connect with customers in a more authentic way

🔗 Explore the Sales Mastery Mentoring Pack now

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