Sales Transformation

#617 S2 Episode 486 - WHAT’S UP DOC? Documentation of Processes as a Means to Scale

Apr 2, 2023

05:16

IT’S SIMPLE, PROCESS IT, DOCUMENT IT, SCALE IT

You cannot scale without a process in place. You can’t move forward with a process if it’s not documented. In this episode, Scott and Collin talk about the importance of having a process in place before even attempting to scale, and they present 2 easy ways to do your documentation of the process which you can learn more about in this latest episode of Sales Transformation.

Get Fresh Sales Plays From The Trenches In Your Inbox ST Newsletter.

TRANSFORMING MOMENTS

COLLIN: SCALING, PROCESSES, DOCUMENTATION

“You can't scale if the process doesn't exist, at this point, there should be a process, and as you and I both know, because you've done this a few times, and so have I in the early days, the process changes a lot and becomes more fine-tuned and well-defined over time, but a lot of times, that stuff is not well documented.”

SCOTT: EASY WAYS TO DOCUMENT THE PROCESS

“There's really kind of two things you can do there that’s super easy, which is, as you're sending out emails, or as you're sending out LinkedIn messages, take a screenshot, just start throwing that stuff in the Doc, because that alone can be the first version of some documentation. The second thing, which I love to do, and I do it for my team all the time internally, is as I'm doing a process where I use a screen recording software like loom.”

Connect with Scott

Scott Sambucci | SalesQualia | SalesQualia.com

Connect with Collin