Sales Process Advisory (SPA)
What to Expect
Thank you for choosing The Copilot Sales Process Advisory (SPA). The goal of this program is to help identify revenue leaks, evaluate your sales process, assess your digital infrastructure, and develop a practical roadmap to help your business grow.
Step 1: Business Foundations
A short questionnaire to help us understand your business, services, goals, challenges, and current growth opportunities.
Step 2: Onboarding Session
During our onboarding session, we will complete:
Sales Funnel Leak Detector
Evaluate your business across the six stages of the customer journey and the four VCAP pillars:
- Visibility
- Credibility
- Authority
- Profitability
Digital Infrastructure Inventory
Get a better idea about what digital tools you are using.
Step 3: Flight Plan Discovery
After onboarding, you will receive five short questionnaires designed to help us better understand:
- Module 1: Customer Discovery
- Module 2: Positioning & Messaging
- Module 3: Customer Journey
- Module 4: Growth Priorities
- Module 5: Sales Process Deep Dive
Each module takes approximately 15–20 minutes to complete.
Step 4: The SPA Deliverable - 60 min Virtual Meeting
The SPA Deliverable: Copilot Business Flight Plan
After completing the onboarding process and all five discovery modules, our team will analyze the information and develop your customized Copilot Business Flight Plan.
This strategic roadmap is designed to help you improve your sales process, customer journey, and digital infrastructure while identifying opportunities to increase revenue.
Your personalized roadmap will include:
- Revenue Leak Analysis
- Customer Profile
- Messaging Foundation
- Customer Journey Map
- Sales Funnel Blueprint
Bottom Line: You'll walk away with a clear understanding of where your business stands today, what's limiting growth, and the specific actions that can help you sell more by strengthening your sales process and digital infrastructure.
Step 5: Next Step: Copilot Sales Process Optimization (SPO)
Next Step: Copilot Sales Process Optimization (SPO)
If you would like our team to help you implement the recommendations outlined in your Copilot Business Flight Plan, we can review the scope of the next phases:
- Sales Process Optimization
- Digital Infrastructure Implementation
The Sales Process Optimization (SPO) Program is a 90-day engagement designed to help you transform recommendations into action by strengthening your sales process, aligning it with your customer journey, and implementing the digital infrastructure needed to support sustainable growth.
Keep in mind that the goal is not simply to generate more leads...
The goal is to help your business consistently attract, convert, and retain more customers through a stronger sales process and digital infrastructure.