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The sales process · Strategic plan

A vision without a date on it is a wish, and your team knows it.

A vision is the state your business intends to be in by a named date, written so that anyone can tell later whether it happened. It is not a slogan. GullySales writes it alongside the growth strategy, with the date, the shape of the business, and the things you are choosing not to become.

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

A founder and sales adviser discuss a customer proposal

In one paragraph

A vision is the state your business intends to be in by a named date, written so that anyone can tell later whether it happened. It is not a slogan. GullySales writes it alongside the growth strategy, with the date, the shape of the business, and the things you are choosing not to become.

Mission was the step before this and it describes today. A vision describes a day that has not arrived, and the only thing that makes it useful is that you could be proved wrong about it.

Pick a date three years out. Write what the business looks like on that date: how many branches, which products, which kind of customer, who runs which part while you are not there. Then put the date in your calendar to read it back.

Our story comes next. It is the same document in the past tense, and a buyer hears it long before they hear any of this.

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

Pick the one direction your business should grow in next, and park the rest.

Read the business growth strategy page

The work

What this step is actually like.

  • “Three years is far enough to be brave and near enough to be checked”

    Ten-year visions are comfortable because nobody in the room will be held to them. Three years is uncomfortable, which is the point. In a family business it is roughly one handover conversation away.

  • “Most visions are a revenue number in fancy dress”

    A figure like fifty crore by 2030 is a business goal, and it belongs on the business goals page. The vision is what the company looks like at that size: how many people, how many plants, and who you have stopped selling to.

  • “Say what you are choosing not to become”

    No second city. No retail counter. No work below a certain size. The refusals are the part people remember, and they turn the page into a decision rather than a hope.

  • “Who has to agree it: anyone whose job changes if it happens”

    The partner who would have to move, the daughter joining next year, the works manager who would run two shifts. A vision the owner wrote alone is a private plan in a public font.

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.

  1. The three-year picture, on one page

    Five headings and nothing else: customers, products, places, people, ownership. A paragraph under each, written in the present tense as though the date had arrived.

    Result: Two directors can read it and describe the same company back to you.

  2. The date, written and initialled

    One line saying when this gets read back and by whom, initialled by everyone who agreed to it.

    Result: Nobody can quietly move the date once the year turns difficult.

  3. The list of things you are not doing

    Four or five refusals, each with a sentence on what doing them anyway would cost.

    Result: A partner who wants a shop in a new town has something to argue against.

  4. The annual read-back

    A meeting once a year where the page is read aloud and every line is marked as happened, moved or dropped.

    Result: A vision that is either progressing or honestly abandoned, rather than forgotten.

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.

  1. 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.

  2. 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.

  3. 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.

Tell us what you need Your brief is read before we call. Scope, fee and term in writing.

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Tell us what you need
Is three years right, or should we plan for ten?
Three, for most small businesses. A ten-year vision asks you to guess at technology and rules nobody can see from here. If your work genuinely runs on long cycles, such as land or plant, set it at five and check it every year.
Our vision has not changed in ten years. Is that a good sign?
It usually means nobody has read it. A sentence that survived a pandemic, a GST change and two new competitors without needing an edit was written vaguely enough to survive anything.
How is this different from a business goal?
The business goal is a number for this year that you would be sorry to miss. The vision is the shape of the company several years out. One is arithmetic and the other is a description.
Do we need outside help to write a vision?
Usually not, and this is one to keep in-house. Our own engagements run for a term agreed in writing, which is shorter than any vision worth writing, so the sentence has to be yours.
How much does it cost?
There is no price list, because the work differs by business. The fee is scoped after we have read your brief and spoken to you, and put in writing before anything starts. For sales work it is mostly our time, with production only where scripts, decks or CRM setup need it.
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.
How soon will we see results?
Fixes to reply time and follow-up are the quickest to show, because the enquiries already exist. Process, CRM and training changes show as the team uses them. Each one is tracked against the baseline.
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?
To start, last month's enquiries in any format and time with whoever handles them. After that, access to the accounts the work touches, such as the website, Google Business Profile or CRM.
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.

Where to go next

The work that carries this step further.

Services

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.

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