4 ways you can speed up your sales process, and close leads faster (without hiring a team.)

Want to close more leads in less time?


If you are:


  1. Manually booking calls with leads

  2. Manually sending contracts and proposals

  3. Losing track of where your leads are at in the cycle

  4. Basically starting from scratch every time you talk to a potential client


…then you are wasting a whole heck of a lot of time with each lead. And probably not closing them very quickly.


What if… you could turn your slow (& time consuming) sales process into a faster solution, with minimal touch from you? What if then you could use that time you save to not only close leads faster (because they LOVE how fast you brought them onboard), but also to focus on what matters to you?


What if… you had a smooth, streamlined & professional process working for you?


What if…you could do it yourself, WITHOUT hiring a team of people on to your payroll each month?


When your sales process is slow, you lose people’s interest fast. Think about Amazon and why they are so successful. They tapped into people’s desire for immediate results, and limited waiting time. They gave them exactly what they wanted and needed in a fast, efficient way that was super easy.


Every business comes to the point where they are short on time, and need to find ways to get more done in less time. And for some that may mean hiring a team. But for the rest of us? I don’t know about you, but we’ve managed teams before, and sometimes, we just would rather find a way to do things more quickly without needing to manage people.


So here are 4 ways you can speed up your sales process, and close leads faster without hiring a team.




1. Create templates: Whether its emails, proposals, contracts, zoom invites, etc. you can create templates that you can use over and over and over again. Think about the amount of time you would save if you never had to rewrite a contract again? Or if you knew what emails you were going to send to help onboard that lead. It can save you hours for every single lead if you’re able to reach into your pool of resources and grab what you need, instead of writing a new email or proposal each & every time.


2. Use calendar scheduling tools to eliminate the back & forth. Whether you use calendly, dubsado or one of the many other scheduling apps, when you put the power in your leads hands to schedule that call, you are saving many emails (& the time it takes to write them), you are saving the delay they cause by going back & forth, and you are giving your leads the power they want to make purchasing decisions. They have the ability to schedule what works for them, and this gives them a great kickstart to their overall client experience by making it faster and easier.


3. Automate your proposals & contracts through Dubsado. We are HUGE fans of using simple technology to simplify your process. By using Dubsado (or a system like it), you can create a workflow that will automatically send out your proposals, contracts & more all at the click of a button. For example, our leads fill out a form on our website with a questionnaire. Once they complete this questionnaire, they are automatically able to book a discovery call. Once we have this call, they will automatically receive an invoice, a contract, and then a welcome email with next steps. We are automatically capturing their information and moving them through the process as quickly as possible.


4. Use a CRM to manage leads. If you’re not tracking where your leads are at, you’re missing out on an opportunity to onboard them quickly and give them that killer experience. You need to stay on top of where you’re at to avoid duplication, but also to avoid the time suck that can happen when you don’t closely monitor leads. Without tracking leads in a CRM, you may be taking weeks to convert instead of doing it quickly and efficiently.


We use Dubsado, calendly, google & ClickUp to manage our end to end sales process. All 4 systems are fairly easy, reasonably priced, and help us to quickly take a lead through the sales process and convert them into clients.


Because at the end of the day, you need more sales in less time to keep growing. And by automating & accelerating your sales process, you are halfway there.


Want to learn more about how you can close more sales in less time, but need help doing it? Check out our VIP day “A.C.E. Your Sales” where we will help you build your sales process, and automate your proposals, contracts & client onboarding in just ONE day. Click here to learn more.