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Welcome to the Ultimate Sales Process 2.0!

To kick things off, I want to acknowledge something important: you’ve invested in this course because you believe it offers more value than the money you spent. I don’t take that lightly. My goal is simple— to assist you in taking meaningful action, implementing tangible improvements, and ultimately helping YOU reach and help more of your ideal clients.

But before we get tactical, we need to start with why. Why did I create this system? Why does it work? And why should you trust it to drive real results?

If you’re like me, you’ve probably spent years without a structured sales process—leading to inefficiencies, inconsistent client experiences, and unpredictable growth. I’ve been there. It wasn’t until I built and refined this process that my firm saw explosive growth: over $1 million in new recurring revenue in just four years.

In this opening lesson, we’ll cover:

  • The Golden Circle approach—how understanding the why, how, and what will maximize your success

  • The role of a sales process in your overall marketing funnel

  • How a structured approach leads to higher conversion rates, better client experiences, and scalable business growth

Whether you’re struggling with inconsistent prospecting, losing potential clients, or just feeling overwhelmed by growth challenges, a systematized sales process will change the game.

5 Lesson Takeaways:

1.) The Purpose Behind a Systematized Sales Process

Before implementing a structured sales process, prospect experiences were inconsistent, internal workflows were chaotic, and growth was unpredictable. By creating a systematized process, I was able to achieve:

  • Improved client experience – Ensuring every prospect receives the same high-quality journey.

  • Operational efficiency – Reducing internal confusion and enabling scalable growth.

  • Better conversion rates – Helping both the firm and potential clients evaluate fit.

✅ Take Action: If your sales process is inconsistent or unclear, you'll want to document and create a repeatable workflow to improve the prospect's experience and internal efficiency.

2.) Why This Course Exists & Its Value for Advisors

I created this course for three main reasons:

  • Educate & help advisors – Sharing insights to enhance client experience and firm growth.

  • Show, don’t just tell – Using real examples, templates, and behind-the-scenes processes.

  • Lead with abundance – Believing that openly sharing successful strategies benefits the industry.

✅ Reflection: Are you maximizing knowledge-sharing in your network? If you implement something from this course in a unique and successful way, consider sharing it with me so we can all learn together.

3.) How the Sales Process Fits Into the Marketing Funnel

Marketing efforts must integrate into the sales process to facilitate smooth client acquisition. The awareness stage at the top of the funnel creates interest, the middle stage nurtures leads, and the bottom stage ideally converts engaged leads into clients through a systematic and repeatable sales strategy.

✅ Implementation: Identify how your marketing activities support each stage. Strengthen any weak areas in your funnel to improve lead nurturing.

4.) The Power of a Unique & Repeatable Sales Experience

Many advisors follow a standard sales flow (intro call → discovery meeting → proposal). What differentiates a firm is the experience it delivers. By refining the client journey, the process becomes memorable, impactful, and more engaging for prospects. It also enables firms to scale their growth without sacrificing quality.

✅ Reflection: As you go through this course, remember to design your sales process as an experience rather than a transaction.

5.) Real-World Results from Implementing This Process

Over the last four years (1/2020 - 12/2023), this structured sales process led to:

  • 400 introductory calls

  • 97 prospects completing the process

  • 58 clients converting (60% close rate)

  • $100M+ in new assets and $1M+ in recurring revenue

✅ Take Action: Track your conversion rates from each sales stage, and use the data to refine weak points in your process and increase efficiency.

Bottom Line

A structured, repeatable sales process improves client experience, internal efficiency, and conversion rates while enabling predictable firm growth. By integrating marketing and refining engagement, advisors can create a scalable, high-converting system.

Lesson Resources:

Questions? Contact usp@taylorschulte.com