Freelance Sales Manager Workflow Map

In this article, we’ve created a starter Freelance Sales Manager Workflow Map that you can use to start planning out your product/service delivery and we’ve outlined a few examples of experiments that you can run in your Freelance Sales Manager role.

Ready to get started? Download the Workflow Map template or get in touch to discuss how a workflow coach could help you fast-track your business improvement.

Systems & Processes for Freelance Sales Manager

The path towards better systems and processes in your Freelance Sales Manager role starts with mapping out your most important business processes. Being able to see your business processes laid out visually helps you to collaborate with your team on how to improve and grow. By repeating this collaboration process, you’ll develop a culture of continuous improvement that leads to a growing business and streamlined systems and processes that increase customer & staff experience.

To help you start mapping out your processes, we’ve developed a sample flow for a Freelance Sales Manager Workflow Map that you can use with your team to start clarifying your processes and then run Business Experiments so you can build a better business.

Workflow Map For A Freelance Sales Manager

1. Prospecting: Identifying potential clients and leads through various channels such as networking, referrals, and online research.
2. Initial Contact: Reaching out to potential clients to introduce yourself, your services, and establish a connection.
3. Needs Assessment: Conducting thorough discussions and analysis with clients to understand their specific needs, challenges, and goals.
4. Proposal Development: Creating customized proposals that outline the recommended solutions, pricing, and deliverables based on the client’s requirements.
5. Negotiation: Engaging in negotiations with clients to finalize the terms, pricing, and scope of the project or service agreement.
6. Contract Signing: Formalizing the agreement by signing contracts or service agreements, ensuring both parties are clear on the terms and conditions.
7. Implementation: Executing the agreed-upon strategies, campaigns, or projects to deliver the promised services or products to the client.
8. Monitoring and Reporting: Regularly tracking and analyzing the progress, results, and performance of the implemented strategies, providing clients with detailed reports.
9. Client Communication: Maintaining open and effective communication with clients throughout the service/product delivery process, addressing any concerns or questions promptly.
10. Continuous Improvement: Collaborating with clients to identify areas for improvement, gathering feedback, and implementing changes to enhance the overall service/product delivery experience

Business Growth & Improvement Experiments

Experiment 1: Implement a CRM system
Description: Introduce a customer relationship management (CRM) system to efficiently manage and track sales activities, customer interactions, and leads. This system will streamline the sales process, improve communication, and provide valuable insights into customer behavior and preferences.
Expected Outcome: Increased productivity, improved customer satisfaction, enhanced sales forecasting accuracy, and better decision-making based on data-driven insights.

Experiment 2: Conduct A/B testing on sales pitches
Description: Create two different sales pitches and test them with different target audiences. Measure the response rates, conversion rates, and customer feedback to determine which pitch is more effective in generating leads and closing deals.
Expected Outcome: Identification of the most persuasive sales pitch, increased conversion rates, improved understanding of customer preferences, and enhanced sales messaging.

Experiment 3: Offer referral incentives to existing clients
Description: Develop a referral program that rewards existing clients for referring new customers. Provide incentives such as discounts, exclusive offers, or commission-based rewards to encourage clients to refer their contacts to your business.
Expected Outcome: Increased customer acquisition through referrals, expanded customer base, improved customer loyalty, and enhanced brand reputation through positive word-of-mouth.

Experiment 4: Implement sales automation tools
Description: Integrate sales automation tools, such as email marketing software, automated follow-up systems, and lead nurturing platforms, to streamline repetitive tasks, automate communication, and nurture leads throughout the sales funnel.
Expected Outcome: Improved efficiency, reduced manual workload, increased lead conversion rates, enhanced customer engagement, and shortened sales cycles.

Experiment 5: Collaborate with complementary businesses
Description: Identify businesses in related industries that offer complementary products or services. Establish partnerships or referral agreements to cross-promote each other’s offerings, expand reach, and tap into new customer segments.
Expected Outcome: Increased brand exposure, access to new customer bases, enhanced credibility through partnerships, and potential revenue growth through cross-selling opportunities.

Experiment 6: Conduct customer satisfaction surveys
Description: Create and distribute customer satisfaction surveys to gather feedback on the quality of service, product satisfaction, and overall customer experience. Analyze the results to identify areas for improvement and address any pain points or concerns.
Expected Outcome: Improved customer satisfaction, increased customer retention, enhanced understanding of customer needs, and identification of areas for business improvement.

Experiment 7: Develop a content marketing strategy
Description: Create and distribute valuable and informative content, such as blog posts, videos, or webinars, that educates potential customers about your industry, products, or services. Share this content through various channels to attract and engage your target audience.
Expected Outcome: Increased brand visibility, improved lead generation, enhanced credibility and thought leadership, and higher conversion rates through content-driven marketing efforts.

Experiment 8: Optimize social media presence
Description: Analyze your social media platforms and identify areas for improvement. Develop a strategy to optimize your social media presence, including regular posting, engaging with followers, utilizing relevant hashtags, and leveraging social media advertising to reach a wider audience.
Expected Outcome: Increased brand awareness, improved engagement with target audience, expanded reach, and potential lead generation through social media channels

What Next?

The above map and experiments are just a basic outline that you can use to get started on your path towards business improvement. If you’d like custom experiments with the highest ROI, would like to work on multiple workflows in your business (for clients/customers, HR/staff and others) or need someone to help you implement business improvement strategies & software, get in touch to find out whether working with a workflow coach could help fast-track your progress.