CRM, lead flow and sales techniques · Selling after the sale
Your real competitor is the supplier or the register the customer already uses.
Replace the old solution onboarding is the work of finding what a new customer must stop doing to start using what they bought. It covers the old supplier, the paper register, the spreadsheet and the habits. This page ends with an onboarding checklist that removes those frictions.
Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.
In one paragraph
Replace the old solution onboarding is the work of finding what a new customer must stop doing to start using what they bought. It covers the old supplier, the paper register, the spreadsheet and the habits. This page ends with an onboarding checklist that removes those frictions.
A clinic in Malleshwaram buys appointment software. The reception desk still keeps the old paper diary, because the doctor likes to look at it and the receptionist has forgotten the password twice. Within a month the software holds half the bookings and the diary holds the other half.
Nothing is wrong with the software. The clinic never stopped using the thing it was meant to replace. Onboarding, in this view, is the job of removing the old way, not only installing the new one.
The person who runs your onboarding writes the list with the sales rep, since the rep knows what the customer said they used before. It replaces a training session that assumes an empty desk.
The lifecycle milestones page names the stages. This page deals with one cause of a customer stalling before first value, which is the old habit that never went away.
Where this sits
Topic 12 of 13 in crm, lead flow and sales techniques: selling after the sale. Onboarding, repeat business and retention as part of selling.
- The topic before
- Content as a sales tool
- The topic after
- Inbound business strategy and alignment
If you want this done for you
A new customer's first weeks with you should prove they chose right.
The work
What this is actually like.
“Ask what they will stop doing”
At the sale, ask: what will you stop using once this is running? If the answer is nothing, the new product will become a second system. A second system is a cost, and the customer will cancel the one that is newer.
“Offer a way out of the old thing”
A data migration, a buy-back or exchange, a part-payment against the old equipment, or a month where both run side by side with a date to stop. Each of these helps the customer let go.
“The old supplier may be the owner's cousin”
In a small business the incumbent can be a relative or a friend of thirty years. Do not pressure the customer to cut off a relationship. Offer a trial on one product or one location so they can compare without a break.
“Define first value before you start”
The point of removal is to get the customer to the first moment of use as soon as possible. Name that moment, such as the first invoice generated or the first batch run, and track the days it takes.
What we do
What you end up with.
The documents this topic produces, what each one is for, and how you know it is finished.
The fire list
Per customer, a list of what must stop: old software or register, old vendor, manual steps, and habits like phoning the old supplier. The rep fills it at the close and the onboarding lead adds to it.
Result: Finished when each item has a stop date agreed with the customer.
The removal aids
For each item on the fire list, one thing you provide: a data import, a cut-over day, a printed quick card, a call on the first Monday. Keep a record of which aids exist.
Result: Finished when no fire list item is left with no aid.
The onboarding checklist
A one-page sequence from the day of sale to first value, with each step marked as add or remove. Reviewed on the first day, the end of the first week and again once first value is reached.
Result: Finished when the customer can tick each step themselves.
The first value definition
One sentence for each product describing the first outcome the customer should see, and a number of days you will use to judge it. Fix the number from your own previous installs.
Result: Finished when a new customer is told their first value date on day one.
The stuck-customer log
Customers who have not stopped the old way after a set period, the reason, and the follow-up call that was made.
Result: Finished when every stuck customer has a next step and a date.
Why us
Why owners pick GullySales over an agency.
Marketing and sales, as one job
Most agencies stop at the enquiry. We also fix what happens after it: the reply, the follow-up, the quote and the CRM.
The person on the first call does the work
No account managers in between. You are never handed to someone you have not met.
A baseline before anything starts
Your numbers are written down on day one, so every later report compares against something honest.
The fee in writing, split three ways
Our time, your media spend and production on separate lines. You always see what goes to us.
No guarantees we cannot keep
The term is agreed in writing and never a default twelve months. We never promise a ranking or a lead count, because nobody controls those.
One office, and we say so
Nagarbhavi, Bengaluru. We work across India by call and WhatsApp and travel when a session needs to be in person.
#257, 3rd floor, Sri Nanjundeshwara Complex, Nagarbhavi 8th Block, Outer Ring Road. How we work.
Your brief
Tell us what you need, and we will read it before we call.
Eight short steps about your business, what you want and who decides. Most questions are a tap, and you can skip any you would rather answer on the call.
FAQ
Questions owners ask before they call.
Not here? More answers, or ask on WhatsApp.
Do we run both systems side by side?
What if the customer refuses to give up the old way?
Is this only for software?
Who does this, sales or delivery?
What about data we cannot migrate?
How much does it cost?
How long is the contract?
How soon will we see results?
What do you need from us?
What if we are not happy with the work?
Where to go next
The work that carries this topic further.
The rest of selling after the sale
Or read all of crm, lead flow and sales techniques.
Your next practical step
Tell us what you are trying to grow, and we will read it before we call.
Eight short steps, mostly taps. Skip anything you would rather answer on the call.