The sales process · Strategic plan
Nobody believes a company story in which nothing ever went wrong.
Your story is what a buyer is told in the first meeting about how the business began, who started it and what went wrong on the way. It is proof, not decoration. GullySales interviews the people who were there, checks the dates against your own records, and writes it in three lengths.
Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

In one paragraph
Your story is what a buyer is told in the first meeting about how the business began, who started it and what went wrong on the way. It is proof, not decoration. GullySales interviews the people who were there, checks the dates against your own records, and writes it in three lengths.
Every owner already has this story. It comes out in the second or third meeting, once the price has been discussed, and it is often the moment the buyer decides. It has never been written down, so only the owner can tell it.
A story with no difficulty in it is not believed. The years of job work for another firm, the partner who walked out, the loan on a machine that sat idle. Those are the parts a buyer believes.
Vision came before this step and core values come after. Vision is where you say you are going. The story is the only evidence a first-time buyer has that you will get there.
Where this sits
Stage 1 of 10, strategic plan. What the business is for, what it is aiming at this year, and the numbers that say whether it got there.
- The stage after
- Customer research
If you want this done for you
Your founder's story is told at every meeting and written down nowhere.
The work
What this step is actually like.
“The difficulty is the proof”
A buyer has heard a dozen versions of started in 1998 with one small workshop. What they have not heard is what nearly ended it, and how you paid for the mistake. A competitor cannot copy that part.
“Interview the people who were there, including the ones who left”
The founder remembers the decision. The first employee remembers the week it was taken, and usually corrects the year. Where a co-founder has gone, ask anyway, because their version explains the gaps.
“Three lengths, because there are three rooms”
Thirty seconds on a call, two minutes across a table, and a page in the profile a purchase department will file. Shortening the long one gives you a bad short one, so write each separately.
“It goes wrong when it turns into a legend”
Dates get rounded, the near-failure disappears, and the founder is alone in every scene. Have your accountant check the years against your own registration papers before anybody prints it.
What we do
What you end up with.
The artefacts this step produces, what each one is for, and how you know it is finished.
A dated timeline of what actually happened
Five columns: the year, what happened, who was there, what it cost, and what changed afterwards. Twelve to twenty rows is plenty for a thirty-year-old firm.
Result: A story that can be checked against your own order books and registration papers.
The thirty-second version
What a salesperson says when a buyer asks how long you have been doing this, written in speech rather than in prose.
Result: The newest person on your team can answer without fetching you.
The two-minute version for a meeting
The full arc, with the difficult part in the middle and a customer's name at the end where you are permitted to use one.
Result: The story stops being something only the founder can tell.
Who tells which part
Where two generations run the firm, the father tells the beginning and the son tells the last five years. Write down who says what, so it does not become an argument in front of a customer.
Result: Two people in one meeting telling one story instead of two.
Where this fits
Three pieces of sales work, in this order.
This work sits inside sales process design, at stage 0, foundation. The audit comes before it, and sales management keeps it running.
Step 1
Sales audit
Find where deals are being lost and what to fix first.
Start here if you cannot say where orders are lost.
Step 2 · you are here
Sales process design
One written way to sell, from first enquiry to repeat order.
Start here if every salesperson sells differently.
Step 3
Sales management
A target, a review routine and someone who owns the number.
Start here if the team has targets and no routine.
FAQ
Questions owners ask before they call.
Not here? More answers, or ask on WhatsApp.
We started as traders and now we manufacture. Do we admit that?
How long does writing this take?
The founder has passed away. Can we still tell the story?
Is this the same as our company profile?
Can somebody outside the company write it?
How much does it cost?
How long is the contract?
Who will actually do the work?
What do you need from us?
What if we are not happy with the work?
Where to go next
The work that carries this step further.
The rest of strategic plan
Or read the whole sales process in order.
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.