Sales Systems
The Most Profitable System
Many business owners mistakenly believe that sales systems consist merely of a CRM and occasional social media posts. While these tools support the sales department, they are not true sales systems.
True sales systems go beyond social media, AI, fancy CRMs, and a few follow-up emails. A comprehensive sales system is designed to accelerate growth through the most profitable hire any business can make, yielding returns well above 500% year on year.
At Systems and Teams, we believe everything starts with well-built systems and processes. If we build these correctly, hiring and managing the team becomes simple.
However, when it comes to frontline team members, such as sales reps or customer-facing associates, we must extend our systems and processes to attract, screen, hire, and onboard these powerhouse individuals. This ensures we integrate the right personality traits into the business for optimal performance.
A CRM Is Not a Sales System
With experience optimizing over 1,000 businesses across almost 100+ industries, Systems and Teams has refined a proven sales system protocol.
This approach begins by deeply understanding the business, progresses to hiring the right sales talent, and culminates in implementing systems designed to ramp up sales operations and achieve a minimum of 500% ROI.
Hiring the right sales representative is transformative. A top-performing sales rep, aligned with your company’s culture and mission, doesn’t just close deals—they become a catalyst for growth and innovation. They can generate millions in revenue, suggest valuable improvements, attract high-quality leads, and even help train the next generation of salespeople.
However, success begins before the hire. Ensuring your company’s culture, product, and mission are clearly defined and resonant can save significant time and resources during the hiring process. When sales reps are genuinely passionate about the product and industry, they go above and beyond, driving not just revenue but also team morale and overall business advancement.
Our approach to hiring prioritizes alignment and long-term success over raw experience. Through our data-driven attracting, onboarding, screening, and hiring processes, we leverage multiple personality screening systems, calculation frameworks, and desire-reading protocols to ensure the perfect fit.
A well-aligned sales hire who views the role as a career, not just a job, brings stability and enthusiasm, reducing turnover and boosting team morale. This focus on sustainable growth ensures your sales team thrives over the long term, leading to consistently better performance and retention rates.
It’s not enough to have a good product or service that is easy to sell or that is in high demand; the business environment must be designed to minimize friction and enable rapid performance.
Building an optimal environment for your sales team is equally critical. It’s not enough to have a great product or service that’s in demand; the operational environment must minimize friction and support rapid performance. Effective sales systems eliminate unnecessary obstacles, enabling your team to focus on closing deals and generating results. Once established, these systems can be effortlessly scaled and replicated, creating a reliable and continuous revenue stream.
Creating this ideal environment starts with a proven product or service and a consistent lead acquisition system. A steady flow of qualified leads is the lifeblood of any thriving sales operation. We recommend a benchmark of at least three meetings per day for two months.
This volume not only sharpens sales reps’ skills but also builds their confidence in the company’s stability and growth trajectory. With abundant leads, desperation is replaced by focus, enabling sales reps to qualify and close deals effectively, further solidifying the foundation for sustained success.
At Systems and Teams, we ensure that your sales operations are optimized from the ground up—starting with the business’s foundation, followed by strategic hiring, and culminating in the seamless integration of high-performance systems. By doing so, we empower businesses to achieve unprecedented growth, profitability, and market leadership.
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This benchmark assessment evaluates whether your business operations rely on individual personnel or structured systems and assesses your business's scalability.
Sales Systems Philosophy
At Systems and Teams, we’ve developed a methodology for building high-performance sales systems that empower sales teams to thrive while delivering substantial ROI
Sales success always begins with the product or service. If the business isn’t optimized—if chaos reigns in fulfillment or delivery—new sales will only amplify existing problems. Many business owners focus on growth and revenue at the expense of organization, which can lead to burnout and inefficiency. The key is to slow down, perfect systems, stress-test them, and then scale with a few carefully selected sales team members. This approach sets the foundation for sustainable growth and frees business owners from day-to-day operational stress.
Hiring the ideal sales rep is a process that demands precision and patience. It’s not just about finding someone who is skilled or experienced. Attracting, screening, onboarding, and ramping a sales rep to deliver exceptional results requires a strategic approach. Simply hiring and throwing a new rep into a CRM to close deals is a recipe for burnout and damage to team dynamics and customer relationships. Sales reps operate in a highly variable environment, making it essential that every other aspect of their workflow is consistent and free from friction.
Daily workflow management is essential for a successful sales system. Tracking key performance indicators (KPIs) reveals trends and helps anticipate shifts in the market. Metrics like attendance, appointment quality, and lead flow are proactive indicators, allowing businesses to identify and address challenges before they escalate. By focusing on these data points, owners can capitalize on opportunities and avoid being blindsided by market changes.
Sales is inherently high-pressure, and maintaining the emotional well-being of reps is crucial for sustained performance. A confident and supported sales team is far more effective than one operating under stress or desperation. Regular check-ins to understand reps’ challenges, combined with a steady flow of qualified leads and a scalable commission structure, significantly enhance morale and productivity.
Sales managers play a critical role in creating an environment where sales reps can thrive. They must focus on supporting the team by clearing obstacles and ensuring smooth operations. Effective lead management involves daily checks to ensure calendars are fully booked, optimizing appointment schedules, and reducing no-shows through tested notification systems. These measures ensure reps can focus on closing deals without distractions.
Simply hiring someone and throwing them into a CRM to close deals is a surefire way to burn them out and cause damage to your team and future customers.
Quality control is another cornerstone of a well-functioning sales system. Regular reviews of KPIs, spot-checking call recordings, and validating application quality ensure continuous improvement and alignment with goals. Supporting tasks, such as maintaining updated CRM notes and scheduling follow-ups, prevent bottlenecks and enhance efficiency.
To build a reliable and scalable sales team, we use a data-driven, personality-focused approach that goes beyond traditional interviews. Our rigorous screening, testing, and onboarding protocols identify candidates who align with the company’s goals and culture, ensuring a strong fit from the outset.
Once hired, our systems deliver targeted training in the right sequence, covering product knowledge, market insights, customer engagement, and sales techniques. Many businesses assume new hires will arrive fully prepared or can learn on the job, but this often leads to costly errors and misinterpretations. Comprehensive training across these dimensions ensures a solid foundation for success.
Training alone, however, isn’t enough. Creating the ideal environment for sales reps to thrive is equally important. This includes designing a daily workflow that allows reps to focus entirely on customers and deals, free from distractions like managing emails or organizing calendars. While self-management is important, the most profitable activity for a sales rep is closing sales. Every aspect of their workflow should support this singular focus.
Our approach emphasizes building a cohesive sales environment for both reps and managers. By tracking performance, consolidating workflows, and providing continuous coaching, we remove friction and enable teams to operate at their best. This not only improves individual and team performance but also ensures the business can scale effectively and sustainably.
By addressing problems at their root, streamlining operations, and creating robust systems, we help businesses unlock the full potential of their sales teams. This approach leads to predictable, scalable growth and frees owners to focus on strategic goals rather than day-to-day management. When systems are built to support people, both teams and businesses thrive.
Key Areas of Sales Systems:
Sales Team Prerequisite
Installing key foundational components in your business enables top reps to hit the ground running, setting the stage for success. Organising these elements before onboarding a sales team saves time, reduces stress, and cuts costs.
Commission Structure & KPIS
Design an effective commission plan and align KPIs to attract top industry sales reps, ensuring sales teams stay motivated and focused on reaching targets.
Appointment & Booking System
Set up a booking system to expand your sales team and increase appointment capacity with ease. Adopt a protocol for steady, simple progress toward your business objectives.
Building Intake Forms
Assist your sales team by building a range of intake forms to streamline your deal stages and predict cash flow effectively. Allow your sales reps to manage their pipelines with precision with this structured approach.
Deal & CRM Design
Transform your sales process by mapping and planning deal stages to boost efficiency, and gain valuable insight to optimise your sales management.
Building a Sales CRM
Don’t struggle with reorganising your processes every time your company experiences growth. Implement a built-in scalability factor by developing a CRM that performs exceptionally, regardless of your team’s size.
Sales Team Automations
Enhance the productivity and performance of your sales team by integrating your booking and lead systems with powerful automations, and free yourself the hassle of micromanagement.
Sales Training Systems
Business runs smoothly with fewer demands on your time. Develop a comprehensive sales training system to ensure consistent onboarding for every new hire.
Recruiting Application Systems
Attract the perfect candidates from the get-go by creating an efficient recruitment application system, and experience the ease that comes with having a seamless candidate management process.
Onboarding & Ramping System
Ensure a smooth start for your new sales reps with a comprehensive onboarding and ramping system, saving you time and stress, and allowing you to focus on other aspects of your business.
Interview & Screening Process
Implement a strategic approach to interviewing for person-to-person-to-profit roles that aligns with the needs of your business, and ensure that new candidates can drive growth and contribute to your overall success.
Recruiting Top Performers
Minimise the risk of mismatches and set the stage for a successful onboarding process, ultimately leading to a more cohesive and productive team, by defining your ideal candidate and crafting compelling job ads.
Sales Manager Workflow
Overcome the challenges of managing your sales team with proven protocols that drive success, allowing your team to thrive without relying on your constant input or daily micromanagement.
"I was able to lock in 2 hours of my day just to focus on building processes.
I'm looking forward to meeting with you over Zoom in the next few weeks and showing you my progress."
Alex P
"I actually teared up during this. I feel such a sense of being validated and seen. Thanks Jamie, I am definitely in the right place."
Adena B
Six Areas For Business Freedom
Instead of spending years putting out fires and figuring it all out alone, we’ll save you time, money, and stress by helping you shift from 'business operator' to 'business owner.'
Explore the six core systems that reduce friction and drive growth — no specific order needed.
Optimize your operations, services, and team for greater efficiency, productivity, and happiness. Reclaim an average of 4-6 hours per week per employee / founder.
Foster accountability and transparency across teams by reducing meetings, emails, and time on Slack. Cultivate ownership and a team wide commitment by making information and skills accessible to all.
Eliminate assumptions and ambiguity. Our Perfect Process Method™ replicates the effectiveness of A-players, duplicates decision makers, and clones creativity.
Streamline your hiring process by reducing time spent on applications and interviews. With our systems-first approach, focus on attracting the right person for the right system, rather than role-first hiring.
Begin to run your business like an operator and an investor. Develop dashboards, operational systems, and KPI levers that enable your business to function with clock-like predictability.
Integrate our top-performing sales systems to easily boost revenue per employee with less effort. This integration also provides increased visibility to identify and address sales problems before they escalate.
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Provide 22 data points for a personalized business report. This benchmark assessment evaluates whether your business operations rely on individual personnel or structured systems and assesses your business's scalability.
