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User's Challenge

「I want to improve the productivity of my sales team.」

I am a manager overseeing a corporate sales department of 30 people at a trading company with 150 employees. Our challenge is strengthening sales capabilities; while we have many meetings, the closing rate is low and the quality of proposals is inconsistent. I want to standardize the sales process and raise the level of individual skills.

Selected Approach

Sales Process Standardization & Bottleneck Improvement Framework

Strategy

Visualize current sales steps, identify factors (bottlenecks) lowering the closing rate, and formulate standard actions for the entire team.

Ideal for identifying which stage customers are dropping off when facing the challenge of "high meeting volume but low closing rates" and taking organizational countermeasures.

Other Candidates:Sales Skill Level-up & Knowledge Sharing Framework·Customer Value Redefinition Framework for Improving Proposal Quality
01

Map out all steps of the sales process

Break down the specific steps from approach to closing and visualize the entire process.

Map out all steps of the sales process - Canvas

AI Insight

Key findings from this step

02

Evaluate the importance and issue level of each step

Organize the identified sales steps along two axes—"impact on results" and "size of current issues"—to clarify where to start improvements.

Evaluate the importance and issue level of each step - Canvas

AI Insight

Key findings from this step

03

Development of Standard Action Guidelines

Define "Standard Actions" and "Checkpoints" for high-priority processes to ensure anyone can achieve results.

Development of Standard Action Guidelines - Canvas

AI Insight

Key findings from this step

04

Establish Operational Rules for Adoption

Define specific operational flows and verification mechanisms to ensure the established standard processes do not become a mere formality and are embedded within the organization.

Establish Operational Rules for Adoption - Canvas

AI Insight

Key findings from this step

Summary and Next Steps

Retail & DistributionManagerEfficiency & Cost ReductionSMB (31-300 employees)
1/17/2026

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