Premier Workflow Map

In this article, we’ve created a starter Premier 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 Premier 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 Premier

The path towards better systems and processes in your Premier 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 Premier 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 Premier

1. Prospecting: Identifying potential clients and customers who may be interested in the product or service.
2. Lead Generation: Generating leads through various marketing and sales strategies, such as cold calling, email campaigns, or networking events.
3. Qualification: Assessing the potential leads to determine their suitability and likelihood of converting into customers.
4. Needs Analysis: Understanding the specific needs and requirements of the potential customers to tailor the product or service accordingly.
5. Proposal and Presentation: Creating and presenting a compelling proposal that highlights the value and benefits of the product or service.
6. Negotiation: Engaging in negotiations with the client to reach mutually agreeable terms and conditions.
7. Closing the Sale: Finalizing the deal and obtaining the customer’s commitment to purchase the product or service.
8. Order Processing: Managing the administrative tasks associated with processing the order, such as documentation, invoicing, and payment processing.
9. Delivery and Implementation: Ensuring the smooth delivery and implementation of the product or service to the customer, meeting their expectations and requirements.
10. Follow-up and Customer Support: Providing ongoing support, addressing any concerns or issues, and maintaining a positive relationship with the customer to encourage repeat business and referrals

Business Growth & Improvement Experiments

Experiment 1: Customer Segmentation Analysis
Description: Conduct a thorough analysis of the customer base to identify different segments based on demographics, preferences, and buying behavior. This experiment aims to gain a deeper understanding of the target audience and tailor sales strategies accordingly.
Expected Outcome: By identifying customer segments, the Premier can personalize their sales approach, resulting in improved customer satisfaction, increased conversion rates, and higher sales revenue.

Experiment 2: Sales Process Automation
Description: Implement a sales automation system to streamline and automate repetitive tasks such as lead generation, follow-ups, and order processing. This experiment aims to reduce manual effort, minimize errors, and enhance overall efficiency in the sales process.
Expected Outcome: Sales representatives will have more time to focus on building relationships with customers, resulting in increased productivity, faster response times, and improved customer experience.

Experiment 3: Sales Training and Development Program
Description: Develop a comprehensive sales training and development program for the Premier and their sales team. This experiment aims to enhance sales skills, product knowledge, and customer engagement techniques.
Expected Outcome: The Premier and their sales team will become more confident and effective in their sales efforts, leading to increased sales performance, improved customer satisfaction, and higher customer retention rates.

Experiment 4: Implement Customer Relationship Management (CRM) System
Description: Introduce a CRM system to centralize customer data, track interactions, and manage sales pipelines. This experiment aims to improve customer relationship management, enhance communication, and enable data-driven decision-making.
Expected Outcome: The Premier will have a holistic view of customer interactions, enabling them to provide personalized experiences, identify upselling opportunities, and improve overall sales effectiveness.

Experiment 5: Sales Performance Analysis
Description: Conduct regular sales performance analysis to identify key metrics, track progress, and identify areas for improvement. This experiment aims to measure sales performance objectively and identify strategies to optimize sales efforts.
Expected Outcome: The Premier will gain insights into sales performance trends, enabling them to make data-driven decisions, set realistic targets, and implement strategies to improve sales performance and revenue growth

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.

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