Prianka's Sales Process

Upgrade

New Business

1M - 10M Company, No E-commerce Platform

Partner

1M - 10M Company, Competitors Platform

1M - 10M Company, Custom Solution

Over 1 M

Under 1 M

Involved in the process

Not involved in the process

Schedule an initial discovery call

Research prior meeting


  1. Google(other channels, facts)


  2. E-commerce Growth, Traffic, Trends


  3. Front-end Promotions, User Experience


  4. Shopify Tools and Apps

  5. Who are you talking to

Decision-Makers

Key Influencer

Value Conversation 1. Experience so far/Growth Plans 2.Ask if this something now to switch or later

Later

What are they looking for now? If something later, should we wait? If that not certain and could be pursued to move now. 2. Plus features 3. Impact the business

Now

  1. Plus features conversation
  2. How would this impact your business
  3. Timeline to Switch
    4.Book a follow-up meeting

Not interested now - general follow-up and set reminders to follow up in the future

Possibly Interested - Follow-up with summary of calls and key strategies

Follow-up email summary of calls and key strategies

Follow-up meeting: Decison

YES: Ts & C

Not interested now - Ask why, what value are they not seeing and reframing the solution.
General follow-up and set reminders to follow up in the future

Value Conversation 1. Experience so far/Growth Plans 2.Ask if this something now to switch or later

Later

What are they looking for now? If something later, should we wait? If that not certain and could be pursued to move now. 2. Plus features 3. Impact the business

Not interested now - general follow-up and set reminders to follow up in the future

Possibly Interested - Follow-up with summary of calls and key strategies

YES: Ts & C

Not interested now - Ask why, what value are they not seeing and reframing the solution.General follow-up and set reminders to follow up in the future

Now

Try to schedule a call with whole team

  1. Plus features conversation
  2. How would this impact your business
  3. Timeline to Switch
    4.Book a follow-up meeting with rest of team

Follow-up email summary of calls and key strategies

Second Meeting; 1) Pitching Value & Strategy 2) Timeline 3) Follow-up call

Summary of Call Email

Final meeting: Decision

Not interested now - Ask why, what value are they not seeing and reframing the solution.
General follow-up and set reminders to follow up in the future

YES: Ts & C

Schedule an initial discovery call and determine what type of small buz

Flash Growth (1-6months)

Been on Shopify for more than 2 years, still small

E-commerce not their main channel, but looking to grow

Follow to UG process above

Focus on: MSM Help - possibly bringing in MSM, Conversions and Optimization

Might not be a good fit, dig into if they looking for particular feature ex. wholesale (offline), growth, clone stores before going through UG process