Modify Way We Do sales policy and procedure templates to create effective sales workflows that drive consistent results. Use our templates and add your own within your Way We Do account. Use the data to make ongoing improvements to your sales processes.

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Drive consistent and repeatable sales results by implementing effective sales processes, policies and procedures to generate outcomes your business needs.

Use our sales policy and procedure templates or add your own in Way We Do. Sign up to a free trial to get started.

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Recording Client Instructions

The Recording Client Instructions procedure provides detailed instructions for recording and forwarding client instructions, and prompts for customizing.

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Accepted Proposals

The Accepted Proposals procedure from Way We Do contains clear instructions for recording, tracking and moving forward with accepted proposals in a timely manner.

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Tracking Denied Proposals

The Tracking Denied Proposals procedure contains clear instructions for recording and tracking denied proposals, and gathering feedback about the proposal.

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Writing and Sending Proposals

Ensuring that you and your team has a consistent way of preparing and submitting proposals to customers will increase productivity and improve your chances of winning sales. This procedure outlines a process for preparing proposals using your templates

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Telemarketing To A New List

This procedure ties in with the “Telemarketing Script Development” procedure. Once you have created your scripts, use the “Telemarketing to a new List” procedure to coach your sales people to increase qualified

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Sales Communication Checklist

The “Sales Communication Checklist” is designed for sales people within your organisation to prepare standard presentations, messages and responses. The completion of the tasks within the checklist helps you to be confident that your sales team is presen

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