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Table of Contents

Selling Ethically: The C.A.R.E. Methodology

Process Mapping

ASSIGNMENT

Try this exercise to identify the appropriate tools to acquire and determine the most effective ways to integrate and automate them.

Step 1: Identify the series of actions a prospect needs to take to complete a process.

Step 2: Do the same, but for your business. These are the opposing actions and assets you need to create to meet your prospects on the other end.

Process Mapping Template: Customer Journey on the top vs. Your internal Actions on the bottom

Step 3: Identify key decision points and qualifying markers.

Process Mapping Template: Identify key decision points

Step 4: Map out the actions and resources needed to get you to each decision point. Include IF…THEN…logic if there are multiple workflows.

Process Mapping Template: Map out actions and resources that lead to each decision point

Step 5: Research tools that can satisfy your required functions and workflows.

Process Mapping Template: Research tools that can satisfy required functions and workflows.

Ideally, it’s better to have fewer tools that can do more, instead of having multiple individual tools for each function.

Sales Tools