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.
Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.
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
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.
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.
Before work starts
Baseline recorded
The numbers this work is meant to move, such as enquiries, quotations, orders, visits or renewals, written down so every later report has an honest comparison.
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 a reply, a follow-up, a page, a listing or the handover between marketing and sales.
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.
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 your brief and a conversation.
Option 1
The conversation on its own
A call after you send your brief. 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 that matters most, 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.
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.
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.
Read before you buy
- Sales workflow automation: five automations to set up firstFive small automations to switch on before anything clever: an acknowledgement, a task on assignment, a quote-expiry reminder, a stale-deal alert and a review request.
- How to document your sales process yourself, in one pageA fill-in one-page sales process, the five questions to put to your best salesperson, and a way to test the page against real deals before anyone is asked to follow it.
- A sales process template for a service business: stages, entry rules and exit rulesA copyable stage table for a service business, with an entry rule, exit rule, owner and record for each stage, plus how to change it for your trade and when not to use it.
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.