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The Science of Sales: An End-
to-End Process Readiness
Framework
Hilary Headlee
VP of Sales Operations at MINDBODY
What’s the #1 Goal of
Sales Operations?
Make the number.
Better training
More training.
Better tools.
More tools.
More leads.
Better leads.
Better process.
Step 1: Add your core selling motions in the first column
Prospect
Step 1: Add your core selling motions in the first column
Prospect
Land
Step 1: Add your core selling motions in the first column
Prospect
Land
Expand
Step 1: Add your core selling motions in the first column
Prospect
Land
Expand
Retain
Motion Process
Prospect
Land
Step 2: Add these pillars in the sales process
to the columnsExpand
Retain
Motion Process Playbooks
Prospect
Land
Step 2: Add these pillars in the sales process
to the columnsExpand
Retain
Motion Process Playbooks Certifications
Prospect
Land
Step 2: Add these pillars in the sales process
to the columnsExpand
Retain
Motion Process Playbooks Certifications KPIs + Scorecards
Prospect
Land
Step 2: Add these pillars in the sales process
to the columnsExpand
Retain
Motion Process Playbooks Certifications KPIs + Scorecards Tech Stack
Prospect
Land
Step 2: Add these pillars in the sales process
to the columnsExpand
Retain
Motion Process Playbooks Certifications KPIs + Scorecards Tech Stack
Prospect Demand Gen
Marketing Ops
Channel Ops
Sales Enablement
Product Marketing
Sales Enablement
HR
Partners
Business Insights
Data Science
HR
Business Systems
IT
Land
Step 3: Assign the interlock
departments as stakeholders
to the sales process pillars
Expand
Retain
Step 4: Assign key sales leaders as stakeholders to those selling motions
Prospect Sales Development
Land Inside/Direct/AE
Sales Engineering
Channel Sales
Expand Outside/Field/AM
Sales Engineering
Channel Sales
Retain Outside/Field/AM
Customer Success
Motion Process Playbooks Certifications KPIs + Scorecards Tech Stack
Prospect Lead Acquisition
Nurture Mapping
Lead Stages
Qualification
Land
Expand Step 5: Add in key
processes that
support the
prospecting selling
motionRetain
Motion Process Playbooks Certifications KPIs + Scorecards Tech Stack
Prospect Lead Acquisition
Nurture Mapping
Lead Stages
Qualification
Cold Cadence
Warm Cadence
MQL Cadence
ABM
Land
Expand Step 6: Add in the
customer facing
playbooks that run
the key processes
Retain
Motion Process Playbooks Certifications KPIs + Scorecards Tech Stack
Prospect Lead Acquisition
Nurture Mapping
Lead Stages
Qualification
Cold Cadence
Warm Cadence
MQL Cadence
ABM
Elevator Pitch
Qualification Criteria
Basic Demo
Value Proposition
Land
Expand Step 7: Add in
onboarding or
ongoing
certifications
Retain
Motion Process Playbooks Certifications KPIs + Scorecards Tech Stack
Prospect Lead Acquisition
Nurture Mapping
Lead Stages
Qualification
Cold Cadence
Warm Cadence
MQL Cadence
ABM
Elevator Pitch
Qualification Criteria
Basic Demo
Value Proposition
Net New Adds
Lead Response Time
Conversion Rates
Pipeline Adds
Land
Expand Step 8: Keep KPIs
very limited to
accurately measure
and manage to
Retain
Motion Process Playbooks Certifications KPIs + Scorecards Tech Stack
Prospect Lead Acquisition
Nurture Mapping
Lead Stages
Qualification
Cold Cadence
Warm Cadence
MQL Cadence
ABM
Elevator Pitch
Qualification Criteria
Basic Demo
Value Proposition
Net New Adds
Lead Response Time
Conversion Rates
Pipeline Adds
Outbound Outreach
Lead Score + Route
Analytics + Insights
Demand Mgmt
Land
Expand Step 9: Include key
technologies to
support the
processes and
playbooksRetain
Motion Process Playbooks Certifications KPIs + Scorecards Tech Stack
Prospect Lead Acquisition
Nurture Mapping
Lead Stages
Qualification
Cold Cadence
Warm Cadence
MQL Cadence
ABM
Elevator Pitch
Qualification Criteria
Basic Demo
Value Proposition
Net New Adds
Lead Response Time
Conversion Rates
Pipeline Adds
Outbound Outreach
Lead Score + Route
Analytics + Insights
Demand Mgmt
Land Step 10: Rinse and Repeat across the remaining selling motions
Expand
Retain
Motion Process Playbooks Certifications KPIs + Scorecards Tech Stack
Prospect Contact Acquisition
Nurture
Lead Stages
Qualification
Cold Cadence
Warm Cadence
MQL Cadence
ABM
Elevator Pitch
Qualification Criteria
Basic Demo
Value Proposition
Net New Adds
Lead Response Time
Conversion Rates
Pipeline Adds
Outbound Outreach
Lead Score + Route
Analytics + Insights
Demand Mgmt
Land Sales Stages
Deal Snapshot
Pipeline/Forecasting
Key Handoffs
Trial Conversions
Land in X with Y
Competitive Takes
Winbacks
Prospect Level 1
Storytelling
Objection Handling
Negotiation
Close Rate
Average Deal Size
Sales Cycle
Trial Conversions
Outbound Outreach
CPQ
Video Creation
Gamification
Expand
Retain
Motion Process Playbooks Certifications KPIs + Scorecards Tech Stack
Prospect Contact Acquisition
Nurture
Lead Stages
Qualification
Cold Cadence
Warm Cadence
MQL Cadence
ABM
Elevator Pitch
Qualification Criteria
Basic Demo
Value Proposition
Net New Adds
Lead Response Time
Conversion Rates
Pipeline Adds
Outbound Outreach
Lead Score + Route
Analytics + Insights
Demand Mgmt
Land Sales Stages
Deal Snapshot
Pipeline/Forecasting
Key Handoffs
Trial Conversions
Land in X with Y
Competitive Takes
Winbacks
Prospect Level 1
Storytelling
Objection Handling
Negotiation
Close Rate
Average Deal Size
Sales Cycle
Trial Conversions
Outbound Outreach
CPQ
Video Creation
Gamification
Expand Sales Stages
Deal Snapshot
Pipeline/Forecasting
Key Handoffs
Cohort Expansion
Data Scored Expand
Pilots
Unlimited Deals
Prospect Level 1
Storytelling
Objection Handling
Negotiation
Forecast Accuracy
Health Score
Cross-sell %
Upsell %
Outbound Outreach
Analytics + Insights
ABM
Gamification
Retain
Motion Process Playbooks Certifications KPIs + Scorecards Tech Stack
Prospect Contact Acquisition
Nurture
Lead Stages
Qualification
Cold Cadence
Warm Cadence
MQL Cadence
ABM
Elevator Pitch
Qualification Criteria
Basic Demo
Value Proposition
Net New Adds
Lead Response Time
Conversion Rates
Pipeline Adds
Outbound Outreach
Lead Score + Route
Analytics + Insights
Demand Mgmt
Land Sales Stages
Pipeline Mgmt
Pipeline/Forecasting
Key Handoffs
Trial Conversions
Land in X with Y
Competitive Takes
Winbacks
Prospect Level 1
Storytelling
Objection Handling
Negotiation
Close Rate
Average Deal Size
Sales Cycle
Trial Conversions
Outbound Outreach
Analytics + Insights
CPQ
Gamification
Expand Sales Stages
Pipeline Mgmt
Pipeline/Forecasting
Key Handoffs
Cohort Expansion
Data Scored Expand
Pilots
Unlimited Deals
Prospect Level 1
Storytelling
Objection Handling
Negotiation
Forecast Accuracy
Health Score
Cross-sell %
Upsell %
Outbound Outreach
Analytics + Insights
ABM
Gamification
Retain Sales Stages
Renewal Mgmt
Pipeline/Forecasting
Key Handoffs
Early Renewal
At Risk
High Potential
Leading a QBR
Leading a QBR
Storytelling
Objection Handling
Negotiation
Health Score
Net Retention
Gross Retention
QBRs Complete
Outbound Outreach
Analytics + Insights
Customer Mgmt
Gamification
Motion Process Playbooks Certifications KPIs + Scorecards Tech Stack
Prospect Contact Acquisition
Nurture
Lead Stages
Qualification
Cold Cadence
Warm Cadence
MQL Cadence
ABM
Elevator Pitch
Qualification Criteria
Basic Demo
Value Proposition
Net New Adds
Lead Response Time
Conversion Rates
Pipeline Adds
Outbound Outreach
Lead Score + Route
Analytics + Insights
Demand Mgmt
Land Sales Stages
Pipeline Mgmt
Pipeline/Forecasting
Key Handoffs
Trial Conversions
Land in X with Y
Competitive Takes
Winbacks
Prospect Level 1
Storytelling
Objection Handling
Negotiation
Close Rate
Average Deal Size
Sales Cycle
Trial Conversions
Outbound Outreach
Analytics + Insights
CPQ
Gamification
Expand Sales Stages
Pipeline Mgmt
Pipeline/Forecasting
Key Handoffs
Cohort Expansion
Data Scored Expand
Pilots
Unlimited Deals
Prospect Level 1
Storytelling
Objection Handling
Negotiation
Forecast Accuracy
Health Score
Cross-sell %
Upsell %
Outbound Outreach
Analytics + Insights
ABM
Gamification
Retain Sales Stages
Renewal Mgmt
Pipeline/Forecasting
Key Handoffs
Early Renewal
At Risk
High Potential
Leading a QBR
Leading a QBR
Storytelling
Objection Handling
Negotiation
Health Score
Net Retention
Gross Retention
QBRs Complete
Outbound Outreach
Analytics + Insights
Customer Mgmt
Gamification
Thank you!

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The Science of Sales – End to End Process Readiness Framework

  • 1. The Science of Sales: An End- to-End Process Readiness Framework Hilary Headlee VP of Sales Operations at MINDBODY
  • 2. What’s the #1 Goal of Sales Operations?
  • 4. Better training More training. Better tools. More tools. More leads. Better leads. Better process.
  • 5. Step 1: Add your core selling motions in the first column Prospect
  • 6. Step 1: Add your core selling motions in the first column Prospect Land
  • 7. Step 1: Add your core selling motions in the first column Prospect Land Expand
  • 8. Step 1: Add your core selling motions in the first column Prospect Land Expand Retain
  • 9. Motion Process Prospect Land Step 2: Add these pillars in the sales process to the columnsExpand Retain
  • 10. Motion Process Playbooks Prospect Land Step 2: Add these pillars in the sales process to the columnsExpand Retain
  • 11. Motion Process Playbooks Certifications Prospect Land Step 2: Add these pillars in the sales process to the columnsExpand Retain
  • 12. Motion Process Playbooks Certifications KPIs + Scorecards Prospect Land Step 2: Add these pillars in the sales process to the columnsExpand Retain
  • 13. Motion Process Playbooks Certifications KPIs + Scorecards Tech Stack Prospect Land Step 2: Add these pillars in the sales process to the columnsExpand Retain
  • 14. Motion Process Playbooks Certifications KPIs + Scorecards Tech Stack Prospect Demand Gen Marketing Ops Channel Ops Sales Enablement Product Marketing Sales Enablement HR Partners Business Insights Data Science HR Business Systems IT Land Step 3: Assign the interlock departments as stakeholders to the sales process pillars Expand Retain
  • 15. Step 4: Assign key sales leaders as stakeholders to those selling motions Prospect Sales Development Land Inside/Direct/AE Sales Engineering Channel Sales Expand Outside/Field/AM Sales Engineering Channel Sales Retain Outside/Field/AM Customer Success
  • 16. Motion Process Playbooks Certifications KPIs + Scorecards Tech Stack Prospect Lead Acquisition Nurture Mapping Lead Stages Qualification Land Expand Step 5: Add in key processes that support the prospecting selling motionRetain
  • 17. Motion Process Playbooks Certifications KPIs + Scorecards Tech Stack Prospect Lead Acquisition Nurture Mapping Lead Stages Qualification Cold Cadence Warm Cadence MQL Cadence ABM Land Expand Step 6: Add in the customer facing playbooks that run the key processes Retain
  • 18. Motion Process Playbooks Certifications KPIs + Scorecards Tech Stack Prospect Lead Acquisition Nurture Mapping Lead Stages Qualification Cold Cadence Warm Cadence MQL Cadence ABM Elevator Pitch Qualification Criteria Basic Demo Value Proposition Land Expand Step 7: Add in onboarding or ongoing certifications Retain
  • 19. Motion Process Playbooks Certifications KPIs + Scorecards Tech Stack Prospect Lead Acquisition Nurture Mapping Lead Stages Qualification Cold Cadence Warm Cadence MQL Cadence ABM Elevator Pitch Qualification Criteria Basic Demo Value Proposition Net New Adds Lead Response Time Conversion Rates Pipeline Adds Land Expand Step 8: Keep KPIs very limited to accurately measure and manage to Retain
  • 20. Motion Process Playbooks Certifications KPIs + Scorecards Tech Stack Prospect Lead Acquisition Nurture Mapping Lead Stages Qualification Cold Cadence Warm Cadence MQL Cadence ABM Elevator Pitch Qualification Criteria Basic Demo Value Proposition Net New Adds Lead Response Time Conversion Rates Pipeline Adds Outbound Outreach Lead Score + Route Analytics + Insights Demand Mgmt Land Expand Step 9: Include key technologies to support the processes and playbooksRetain
  • 21. Motion Process Playbooks Certifications KPIs + Scorecards Tech Stack Prospect Lead Acquisition Nurture Mapping Lead Stages Qualification Cold Cadence Warm Cadence MQL Cadence ABM Elevator Pitch Qualification Criteria Basic Demo Value Proposition Net New Adds Lead Response Time Conversion Rates Pipeline Adds Outbound Outreach Lead Score + Route Analytics + Insights Demand Mgmt Land Step 10: Rinse and Repeat across the remaining selling motions Expand Retain
  • 22. Motion Process Playbooks Certifications KPIs + Scorecards Tech Stack Prospect Contact Acquisition Nurture Lead Stages Qualification Cold Cadence Warm Cadence MQL Cadence ABM Elevator Pitch Qualification Criteria Basic Demo Value Proposition Net New Adds Lead Response Time Conversion Rates Pipeline Adds Outbound Outreach Lead Score + Route Analytics + Insights Demand Mgmt Land Sales Stages Deal Snapshot Pipeline/Forecasting Key Handoffs Trial Conversions Land in X with Y Competitive Takes Winbacks Prospect Level 1 Storytelling Objection Handling Negotiation Close Rate Average Deal Size Sales Cycle Trial Conversions Outbound Outreach CPQ Video Creation Gamification Expand Retain
  • 23. Motion Process Playbooks Certifications KPIs + Scorecards Tech Stack Prospect Contact Acquisition Nurture Lead Stages Qualification Cold Cadence Warm Cadence MQL Cadence ABM Elevator Pitch Qualification Criteria Basic Demo Value Proposition Net New Adds Lead Response Time Conversion Rates Pipeline Adds Outbound Outreach Lead Score + Route Analytics + Insights Demand Mgmt Land Sales Stages Deal Snapshot Pipeline/Forecasting Key Handoffs Trial Conversions Land in X with Y Competitive Takes Winbacks Prospect Level 1 Storytelling Objection Handling Negotiation Close Rate Average Deal Size Sales Cycle Trial Conversions Outbound Outreach CPQ Video Creation Gamification Expand Sales Stages Deal Snapshot Pipeline/Forecasting Key Handoffs Cohort Expansion Data Scored Expand Pilots Unlimited Deals Prospect Level 1 Storytelling Objection Handling Negotiation Forecast Accuracy Health Score Cross-sell % Upsell % Outbound Outreach Analytics + Insights ABM Gamification Retain
  • 24. Motion Process Playbooks Certifications KPIs + Scorecards Tech Stack Prospect Contact Acquisition Nurture Lead Stages Qualification Cold Cadence Warm Cadence MQL Cadence ABM Elevator Pitch Qualification Criteria Basic Demo Value Proposition Net New Adds Lead Response Time Conversion Rates Pipeline Adds Outbound Outreach Lead Score + Route Analytics + Insights Demand Mgmt Land Sales Stages Pipeline Mgmt Pipeline/Forecasting Key Handoffs Trial Conversions Land in X with Y Competitive Takes Winbacks Prospect Level 1 Storytelling Objection Handling Negotiation Close Rate Average Deal Size Sales Cycle Trial Conversions Outbound Outreach Analytics + Insights CPQ Gamification Expand Sales Stages Pipeline Mgmt Pipeline/Forecasting Key Handoffs Cohort Expansion Data Scored Expand Pilots Unlimited Deals Prospect Level 1 Storytelling Objection Handling Negotiation Forecast Accuracy Health Score Cross-sell % Upsell % Outbound Outreach Analytics + Insights ABM Gamification Retain Sales Stages Renewal Mgmt Pipeline/Forecasting Key Handoffs Early Renewal At Risk High Potential Leading a QBR Leading a QBR Storytelling Objection Handling Negotiation Health Score Net Retention Gross Retention QBRs Complete Outbound Outreach Analytics + Insights Customer Mgmt Gamification
  • 25. Motion Process Playbooks Certifications KPIs + Scorecards Tech Stack Prospect Contact Acquisition Nurture Lead Stages Qualification Cold Cadence Warm Cadence MQL Cadence ABM Elevator Pitch Qualification Criteria Basic Demo Value Proposition Net New Adds Lead Response Time Conversion Rates Pipeline Adds Outbound Outreach Lead Score + Route Analytics + Insights Demand Mgmt Land Sales Stages Pipeline Mgmt Pipeline/Forecasting Key Handoffs Trial Conversions Land in X with Y Competitive Takes Winbacks Prospect Level 1 Storytelling Objection Handling Negotiation Close Rate Average Deal Size Sales Cycle Trial Conversions Outbound Outreach Analytics + Insights CPQ Gamification Expand Sales Stages Pipeline Mgmt Pipeline/Forecasting Key Handoffs Cohort Expansion Data Scored Expand Pilots Unlimited Deals Prospect Level 1 Storytelling Objection Handling Negotiation Forecast Accuracy Health Score Cross-sell % Upsell % Outbound Outreach Analytics + Insights ABM Gamification Retain Sales Stages Renewal Mgmt Pipeline/Forecasting Key Handoffs Early Renewal At Risk High Potential Leading a QBR Leading a QBR Storytelling Objection Handling Negotiation Health Score Net Retention Gross Retention QBRs Complete Outbound Outreach Analytics + Insights Customer Mgmt Gamification