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Architecture firms · Sales process

Write down the steps from the first call to the signed agreement.

A sales process for an architecture practice is the written order of steps from a first call to a signed agreement: qualifying the site and the budget, the studio meeting, the fee proposal set against the drawing stages, and the advance. GullySales writes those steps with your principals and keeps the record of where each enquiry stopped.

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Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

Realistic editorial illustration of architecture firms at work in India

What sales process means

A sales process is the fixed sequence of steps, such as enquiry, site visit, quote and order, that every deal is expected to pass through in the same order. GullySales writes this sequence down for your business and checks that every salesperson actually follows it.

Also for architecture firms

Sales and marketing for architecture firms, the overview.

Last updated 5 Oct 2026. Rules for this trade differ by state and professional body, and they change. We describe restrictions in general terms, so check the current position with your own council or adviser before you publish anything.

For architecture firms

Where it usually goes wrong, and what we would do.

  • “Three questions on the first call decide everything after it”

    Is the plot bought, has a budget been set, and who else signs. An enquiry that answers all three earns a studio meeting; the rest can be handled by email until they do.

  • “A fee quoted against drawing stages is argued over less”

    Concept, design development, good for construction drawings and site visits, each with what is paid when, reads as a programme of work. A single percentage of project cost invites an argument about the percentage.

  • “Free layouts are where practices lose their studio days”

    The client who wants a rough plan before signing takes real drawing time and then goes quiet. The process says what is shown before an agreement, and what is not.

What we do

What we deliver for architecture firms.

Every deliverable, what it covers for you, and the result it is there to produce. Nothing here is an extra.

  1. A qualifying question set for the first call

    The plot, the budget stage and the other decision makers, asked in one call and written into the enquiry record before any meeting is booked.

    Result: Studio meetings happen where there is a real site.

  2. A fee proposal set out by drawing stage

    Concept, design development, construction drawings and site supervision priced separately, with each payment tied to the drawings issued at that stage.

    Result: The client reads a programme of work instead of one number.

  3. A written rule on what is shown before signature

    What a prospective client sees in the studio meeting and what waits for the agreement, agreed so nobody gives away a layout to be helpful.

    Result: No one loses drawing days on an enquiry that never signs.

  4. A named owner for every stage

    Who calls back, who runs the studio meeting and who writes the fee proposal, so an enquiry does not wait for the one principal who is on site.

    Result: An enquiry keeps moving while the principal is travelling.

  5. A record of the stage where enquiries stop

    Every lost enquiry marked at the step it ended, reviewed with the principals against the baseline taken before the work started.

    Result: You can see whether you lose people at the fee or at the first call.

How the result is measured

  • Deals following the process
  • Time spent at each step
  • Drop-off rate by step

Recorded as a baseline before work starts, so every later report has an honest comparison.

Read the full sales process design and implementation page

Steps of a sale

Walk every plot owner from the first call to a signed agreement in the same order.

Name each step the way your studio already says it, and keep one line per enquiry showing the step it reached.

First call and site details
Ask for the survey number or the sale deed sketch, the road width and the local authority. Record whether bylaws or setbacks will shape the brief before anyone opens a drawing.
Site visit before the studio meeting
Walk the plot with a tape and a phone compass, and note the orientation, the neighbouring buildings and any trees. Write it on the enquiry so the meeting starts from the real site.
The studio meeting
Show finished projects on similar plots and the drawing set a client receives at each stage. Write down the rooms, the family's must-haves and who attended, so the brief is not rebuilt later.
Fee proposal and scope letter
Send the proposal with the drawing stages, the site visits included and what counts as a redesign. Record the date it went out and who has to approve it on the client's side.
Agreement and advance
Close with the signed agreement and the advance against the concept stage. If the client pushes back on the fee, note which stage they questioned, as it shows where the proposal reads as unclear.
Handover to the design team
Pass the brief, the site notes and the signed scope to the project architect in one sitting. Record the concept presentation date agreed with the client so nobody promises a different one.

Who it is for

This is written for these architecture firms.

  • Residential and villa architecture practices
  • Commercial and corporate campus architecture firms
  • Hospitality architecture practices
  • Institutional architecture firms, schools and hospitals
  • Interior-architecture hybrid practices
  • Sustainable and green building specialists
  • Practices working on government and public sector tenders
  • Boutique single-principal practices

Not for

It is not the right fit if.

  • You want a guaranteed Google ranking or a guaranteed number of leads. Nobody honest can promise either.
  • You need enquiries by next week and have nobody to answer them.
  • You want posts and reach reported, not enquiries and orders.

How it works

From your first message to the first report.

No open-ended retainer. Every step gives you something in writing.

  1. First

    Your brief

    You tell us what you need in a few short steps: your business, what you want, where enquiries come from and how they are handled.

  2. After the brief

    A conversation and a written scope

    We read it, then talk with whoever handles your enquiries. If you want our help, the scope, the fee and the reporting come in writing, and nothing starts before you have read them.

  3. Before work starts

    Baseline recorded

    Enquiries by source, reply time, conversion and cost per order, written down so every later report has an honest comparison.

  4. After the baseline

    The first fix goes live

    The fix we agreed to start with is put in place and measured against the baseline, whether that is reply time, a follow-up sequence, the page buyers land on or the handover between marketing and sales.

  5. As agreed

    Report against the baseline

    What moved, what did not, and what changes next, in plain words. How often you get it is set in writing before work starts.

  6. At renewal

    Renew on the numbers

    The term ends and you decide whether to continue from the results. The length is agreed in writing before anything starts.

How the sales process work runs

  1. 1

    Study current deal flow

    We trace how deals actually move today, comparing across reps and outcomes.

  2. 2

    Define the stages

    Clear stages and criteria are designed to match how deals genuinely progress and close.

  3. 3

    Configure the CRM

    The process is built into your CRM so it is enforced structurally, not just documented.

  4. 4

    Train the team

    Reps are trained on the new process and why each stage exists.

  5. 5

    Review adoption

    We check after rollout whether the process is being followed and adjust where it is not.

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.

Tell us what you needor call +91 80958 58589

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Tell us what you need
A client wants a rough plan before they will sign anything. What do we do?
Show a completed project on a similar plot and offer a paid concept stage. A free layout costs drawing days and rarely wins work that the comparable project would not have won anyway.
Can a two-person practice run a formal process?
Yes. This is a page of steps and an enquiry record, not software. The principal still takes the call, but the call now asks the same three questions every time.
A client asks for our fee as a percentage on the first call. Should we give one?
Give a range only once you know the built-up area and the scope, and say it depends on the stages they need. A percentage given before the site and brief are known becomes the number they compare, and every later change looks like a price rise. Book the site visit first.
Should the principal attend every studio meeting, or can an associate take some?
An associate can run the meeting for smaller residential work, with the principal joining for the fee discussion. Clients want to meet whoever will lead the design, so say plainly who that is. Write the attendee and the lead architect into the enquiry record so the client hears the same name at signing.
How soon would we see more enquiries?
Fixing follow-up discipline is mostly a habit change, so it can start helping as soon as your team follows the new process. Ranking for project-type searches and building referral relationships takes sustained work over a longer stretch.
Do we need to respond to every tender?
No, only the ones matching your team's real capacity and experience, since a mismatched proposal wastes effort on both sides.
How long is the contract?
The term is agreed in writing after we have spoken, along with the fee and the reporting. It is never a default twelve months, and renewal is decided on the numbers against the baseline recorded at the start.
Who will actually do the work?
The person you speak to before anything starts. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.
What do you need from us?
Your brief, and a conversation. After that, access to whatever this work touches, such as your website, your accounts or your enquiry record, and time with the people who handle your enquiries.
What if we are not happy with the work?
Tell us and the plan changes. Everything is reported against the baseline, so a number that is not moving is visible to both sides. The term is in your written scope, and the refund and cancellation policy sets out the rest.

From the blog

Further reading for architecture firms.

All articles

More for architecture firms

Everything else we would do for you.

Or start from the overview: sales and marketing for architecture firms.

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.

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