Revenue process documentation · Sales
The sales process lives in one person's head and leaves the building when they do.
Ask a business how a lead becomes an order and the answer usually lives in a senior person's head, adjusted slightly every time they explain it. When that person is away or leaves, the process leaves with them and the next hire has to guess.
A 90-minute audit call and a written, scored report. Turnaround, reporting and term are agreed in writing after the audit.
In one paragraph
Revenue process documentation is the work of writing down exactly how a lead becomes an order in your business. It covers the handoffs, the approvals and the standard steps, so the process survives a change of staff. GullySales interviews your team, writes the document and checks it against what actually happens before calling it finished.
We sit with the people who actually run each step, and write down what really happens rather than what should happen. That becomes a document any new hire could follow. Then we check it against real deals to make sure it matches reality, not just the version told in a meeting.
This work often follows a sales audit or a revenue growth audit. The finding is often that a process exists only informally and needs to be captured before anything else is built on top of it.
The problem
Does this sound like your business?
What owners tell us on the first call, in their words.
“The process is different depending on who explains it”
Ask two people how a deal is meant to progress and they describe two different sequences, both confident they are correct.
“New hires learn by watching, not reading”
Onboarding takes longer than it should because there is nothing written to hand a new person on day one.
“Handoffs between marketing and sales are undefined”
Nobody has written down what information should pass between teams, so leads arrive incomplete or get followed up late.
What we do
Everything that is included.
Each deliverable, and what it gets you. Nothing here is an extra.
Process interviews
Conversations with the people who actually run each stage, to capture what happens in practice.
Stage-by-stage document
Every step from first enquiry to closed order, written in plain language with who is responsible for each part.
Handoff points
Exactly what information passes between marketing, sales and any other team, and when.
Exception handling
What to do for the cases that do not follow the standard path, so those are not left undocumented.
Review against real deals
The document checked against a sample of actual recent deals to confirm it matches reality.
Onboarding-ready format
Written so a new hire could follow it without needing someone to explain it verbally first.
How the result is measured
- Steps documented against steps actually followed
- Time to onboard a new hire
- Handoff completeness between teams
- Exceptions captured in the document
- Deals matching the documented process
Recorded as a baseline before work starts, so every later report has an honest comparison.
Who it is for
This is written for you if these sound familiar.
- Businesses where the sales process is understood but never written down
- Owners worried about what happens if a key person leaves
- Companies onboarding new hires who currently learn by shadowing someone
- Businesses bringing in new tools or a CRM that need a documented process to configure against
- Teams where the same step is done differently depending on who is doing it
Not for
It is not the right fit if.
- Very small teams of one or two people, where documentation would outweigh its use
- Businesses whose process changes so often that documenting it would be out of date within weeks
How it works
From your first message to the first report.
No open-ended retainer. Every step gives you something in writing.
First
Free audit call
90 minutes with whoever handles your enquiries: how they arrive, how fast they are answered, where they are lost.
After the call
Written, scored report
Six areas scored, fixes ranked by return and cost. If you want our help, the scope, the fee and the reporting come with it, in writing.
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.
After the baseline
The first fix goes live
Usually the cheapest one on the report: reply time, a follow-up sequence or the marketing-to-sales handover.
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.
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 work runs
- 1
Interview the team
We talk to everyone involved in a sale, from first contact to signed order.
- 2
Draft the document
A clear, stage-by-stage description of the process as it actually runs today.
- 3
Check against real deals
We trace a handful of recent deals against the draft to confirm it holds up.
- 4
Revise and finalise
Gaps and disagreements found in the check are resolved and the document is finalised.
- 5
Hand over
The document is delivered ready to use for onboarding, CRM configuration or process review.
Proof
What happened when owners fixed this.
Real clients, the work we did, and the result as it was recorded. Where no number was recorded, none is claimed.
Kambar Group
- Situation
- Selling ran on instinct. There was no settled sales process and no objectives concrete enough to measure a month against.
- What we did
- Direction and targets
- The customers researched
- Prospecting and qualification
- Marketing channels developed
- Result
- No numbers were recorded for this engagement. The work is described in full in the case study.
Chord Road Hospital
- Situation
- Patients who knew the hospital trusted it. Patients who searched for a department or a treatment in the area did not find it.
- What we did
- Website rebuilt around patient needs
- Search visibility
- Social media on a schedule
- Review management
- Result
- Organic traffic increased 60% within six months
- Online appointment bookings increased 40%
- Social following grew 45%, and engagement on it rose 70%
Hotel Felicity Inn
- Situation
- A traveller compares three hotels on a phone and books one. The website was not built for that.
- What we did
- The site rebuilt around booking
- Photography and one look
- Search work for destination searches
- Content a traveller reads
- Result
- Online bookings increased 35%
- Organic traffic increased 50% within six months
- Positive reviews on Google and TripAdvisor increased 30%
Also worked with
Curtain Label · Difesa Security Services · Hands On CSR · Implevista · Kalessi · Kerur Pain Clinic · LL Trust · Lucky Deals · Natural Gases · NavaShakthi Souhardha · NewCom Logistics · Proton Technical Services · SB Engineering · Shakthi Foundation · Shakthi Group · Urbanest · Insyde Studio · Venkateshwara Laser Tech · Vivara Studios
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.
Engagement options
Ways to work with us.
Pick the size of commitment that fits. Every option starts with the free audit.
Option 1
The audit on its own
A 90-minute call and a written, scored report. It says honestly whether you need outside help, and many fixes are ones your own team can make.
Option 2
One fix, scoped
Start with the fix the audit ranks first, such as reply time or follow-up. The fee is in writing before anything starts.
Option 3
An ongoing programme
We run the work, report against the baseline, and you renew on the numbers. The term and the reporting are agreed in writing first.
Option 4
Guidance for your own team or agency
We plan, brief and check the work of your in-house team or current agency, instead of replacing them.
The offer
Start with a free audit of how you sell.
It is useful on its own, whether or not you hire us.
What you receive
- A 90-minute call with the person who will do the work
- A written, scored report on the six places orders leak
- Every fix ranked by what it returns and what it costs
- The one thing to do first, and why
- An honest line on whether you need outside help at all
- If you do, the scope and the fee in writing
No invoice. No obligation. No sales script.
FAQ
Questions owners ask before they call.
Not here? More answers, or ask on WhatsApp.
Isn't this the same as sales process design?
How long does this take?
Will you tell us our process is wrong?
Who keeps the document updated afterwards?
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?
By industry
Revenue process documentation, written for your industry.
Related services
Often bought with this, or instead of it.
Your next practical step
Get a free audit of how you sell, and a scored report of where the work is.
90 minutes. A written, scored report. No invoice and no obligation.