Sales Cycles Toolkit

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Organize Sales Cycles: conduct high quality image based Data Analysis, and generate detailed reports to support internal Decision Making.

More Uses of the Sales Cycles Toolkit:

  • Establish Sales Cycles: partner with sales executives to plan, prepare and execute on transactions in rapid Sales Cycles.

  • Audit Sales Cycles: partner with sales executives to plan, prepare and execute on strategic deals in most complex Sales Cycles.

  • Manage your delivery leadership to respond to opportunities, and team sell through RFP responses or other types of Sales Cycles.

  • Lead Sales Cycles: partner with sales executives to plan, prepare and execute on transactions in rapid Sales Cycles.

  • Identify Sales Cycles: complex Enterprise Sales Cycles.

  • Systematize Sales Cycles: partner with sales executives to plan, prepare and execute on strategic deals in complex Sales Cycles.

  • Supervise Sales Cycles: implement extensive Account Management, renewal sales, Consultative Selling, managing Sales Cycles, maintaining client relationships.

  • Control Sales Cycles: Agile thrive in ambiguity, maintaining a relentless sense of urgency and realistic view of time (urgent patience) throughout an extended Sales Cycles.

  • Supervise Sales Cycles: partner with sales executives to plan, prepare and execute on transactions in rapid Sales Cycles.

  • Identify Sales Cycles: partner with sales executives to plan, prepare and execute on transactions in rapid Sales Cycles.

  • Formulate Sales Cycles: implement extensive Account Management, renewal sales, Consultative Selling, managing Sales Cycles, maintaining client relationships.

  • Be accountable for partnering with sales and Sales Enablement leaders to create content and training that accelerates Sales Cycles, boosts win rates and expands renewals.

  • Ensure you carry out; build a targeted growth strategy, identify new business opportunities, and integrate with direct sales team efforts and marketing.

  • Be certain that your team complies; teams with other consulting and sales colleagues to develop a trusted advisor relationship with clients with the specific objective of achieving further penetration into accounts and attaining meaningful follow on sales.

  • Support Enterprise Sales executives with Solution Selling into your prospect account base.

  • Ensure efficient Systems And Processes exist to facilitate Financial Planning analysis and reporting across the broader Sales organization for Pre and Post Analysis.

  • Warrant that your organization complies; Sales And Marketing / creative services.

  • Create standardized outreach for current and future clients and coordinate its implementation across sales channels, client management, and marketing and communication.

  • Methodize Sales Cycles: monitor the central Sales And Marketing department effectiveness on an on going basis to achieve established service level and departmental standards.

  • Formulate Sales Cycles: analytical, Data Driven thinker and methodical/process driven in your sales approach.

  • Ensure you designate; shared accountability for achievement of sales targets, create, review, update and distribute order Status Reports for assigned distributors and team members on a regular basis.

  • Keep abreast of market and competitive activity; recommend actions in areas where competitor activities are having a negative impact on sales goals.

  • Assure your organization coordinates sales effort with marketing, Sales Management, accounting, logistics and technical service groups.

  • Ensure you accrue; chartered to function in close interaction with Product Engineering and collaborate with services sales teams to drive solution adoption.

  • Ensure your venture participates in the development of annual budgets, budget tracking, Business Analysis, operating plan, market Sales Forecasts, quarterly updates, etc.

  • Collaborate with all departments to achieve Quality Standards, safety initiatives, Sales Forecasts, and brand support.

  • Manage key internal partners like the Digital Advisors, Customer Success Managers, Domain Solution Architects, and field sales teams to drive sales and delivery.

  • Establish standardized reports and Scorecards, supported by review and measurement processes and consistent metrics to drive data based Decision Making for marketing, sales and executive leadership.

  • Increase the average value of your Services projects through a continuous deepening collaboration with your sales team and customers.

  • Participate with the leadership team in developing target solution areas, business plans and new sales initiatives.

  • Be an Agile member of a combined development, test and operations team, running in short cycles to improve product lifecycle and features.

  • Be accountable for analyzing system traces to improve the solutions for the complex CICS and MQ mainframe systems.


Save time, empower your teams and effectively upgrade your processes with access to this practical Sales Cycles Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Sales Cycles related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Sales Cycles specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Sales Cycles Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Sales Cycles improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. Are assumptions made in Sales Cycles stated explicitly?

  2. Are the planned controls working?

  3. Are resources adequate for the scope?

  4. Who else should you help?

  5. Do you need to do a usability evaluation?

  6. How do you listen to customers to obtain actionable information?

  7. How do senior leaders deploy your organizations vision and values through your leadership system, to the workforce, to key suppliers and partners, and to customers and other stakeholders, as appropriate?

  8. Have all non-recommended alternatives been analyzed in sufficient detail?

  9. If you find that you havent accomplished one of the goals for one of the steps of the Sales Cycles strategy, what will you do to fix it?

  10. What controls do you have in place to protect data?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Sales Cycles book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Sales Cycles self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Sales Cycles Self-Assessment and Scorecard you will develop a clear picture of which Sales Cycles areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Sales Cycles Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Sales Cycles projects with the 62 implementation resources:

  • 62 step-by-step Sales Cycles Project Management Form Templates covering over 1500 Sales Cycles project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Sales Cycles project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Sales Cycles Project Team have enough people to execute the Sales Cycles project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Sales Cycles project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Sales Cycles Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

  • 2.1 Sales Cycles Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Sales Cycles project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Sales Cycles project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Sales Cycles project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Sales Cycles project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Sales Cycles project with this in-depth Sales Cycles Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Sales Cycles projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based Best Practice strategies aligned with overall goals
  • Integrate recent advances in Sales Cycles and put Process Design strategies into practice according to Best Practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Sales Cycles investments work better.

This Sales Cycles All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.