Why do some individuals consistently maintain high sales levels while others struggle? Consult any proficient salesperson, and they are likely to reveal that they employ a systematic approach to selling.
This approach encompasses the questions they pose, the responses they receive, strategies for cultivating customer relationships, as well as tools and techniques for adding value and fostering trust with clients.
Outstanding salespeople have, through trial and error, identified methods that are effective for them and understand that replicating these methods increases the likelihood of achieving favourable outcomes. You might have encountered this in your own experience: a customer enters or contacts your business, communicates effectively, and finalises a purchase.
However, merely ten minutes later, another customer arrives, you alter your approach, and the customer leaves without making a purchase. The majority of your business activities should be systematised to augment the probability of consistently attaining positive results.
McDonald’s, the well-known fast-food chain, has successfully implemented this approach. They have a system for every aspect of their operations, from inventory management and meal preparation to customer service. The ubiquitous ‘would you like fries with that?’ question is a prime example. Why do they employ this strategy? Because it enhances their sales figures.
Nevertheless, having systems in place does not guarantee perpetual success. Systems represent only a component of the business, as demonstrated by McDonald’s expansion from a single outlet to thousands worldwide.
Your business may not be McDonald’s, but systems are equally crucial since they ensure that you maximise your potential to achieve optimal results, not only in sales but also in areas such as error reduction, time-saving, and efficiency.
Consider which aspects of your business should be systematised to improve results. While some areas may appear more significant than others, it is advisable to develop systems for all aspects of your enterprise.
A vital principle to keep in mind when creating customer service systems and a methodology for attracting and retaining loyal customers is to consistently under-promise and over-deliver.
Sales Systems
Consider creating systems for all your sales approaches, whether your sales team operates on the road, in a store, office, or over the telephone. Ensure that each group has a distinct system in place. The most effective way to develop such a system is to involve the individuals performing the tasks. Request that they identify the most successful and consistent salesperson and determine their techniques. Encourage them to recognise common objections, concerns, frequently asked questions, and challenges they encounter, and have them collaboratively devise scripted responses. Utilising scripted answers is considerably more efficient than stammering 'I don't know' or fabricating weak responses spontaneously. Furthermore, there are tactful methods to convey, 'I am not certain, but I can investigate and return with a solution.'
Customer Service Systems
One reason for McDonald's remarkable success is that customers know what to expect when they visit an outlet. It is likely accurate to assert that McDonald's may not produce the world's finest hamburgers; however, they excel in customer service. Whether you visit McDonald's in Sydney, Brisbane, Melbourne or even Rome, London, or Los Angeles, you can expect a clean environment, amiable staff, and swift service. To ensure that your customers return, you should also offer consistent customer service, which requires establishing and adhering to standards that every team member, including yourself, is aware of.
Examples of customer service standards include:
- The manner in which customers are treated on the telephone
- The reception customers receive in your store
- The punctuality of your deliveries
- The promptness of returning calls
- Your punctuality in keeping appointments
- The presentation of your products
- The quality of your after-sales service
- The approach to handling complaints
An essential principle to remember when developing customer service systems and methodologies for attracting and retaining loyal customers is to consistently under-promise and over-deliver.
1. Your People Systems
Investing in your personnel is likely one of your most significant expenditures. Ensure that you have systems in place to recruit and retain the best possible employees. Do not compromise in this area. Develop strategies for hiring not just any individuals, but the right candidates for your business. Be explicit about their roles and your expectations of them.
Consider the following aspects:
- What tasks are they required to perform?
- What goals do you expect them to achieve?
- What parameters do they need to work within?
- To whom will they report?
- How will they be remunerated?
- Collaborate with them to create diagrams of their anticipated workflow. Identify any overlap, duplication, or bottlenecks between roles in your business and eliminate them. Most importantly, establish systems for carrying out their job responsibilities.
Involve your employees in developing procedure manuals for their day-to-day tasks. These manuals should include checklists for duties, which can be signed off to confirm proper completion.
Having such resources is also beneficial for onboarding new team members. Ensure that every employee is familiar with the policies and procedures pertaining to their terms of employment, such as sick leave, annual leave, working hours, and internal courtesies. Document these policies clearly in your internal policies and procedures manual. Implement systems for reviewing team members' performance and planning promotions, and develop strategies for their ongoing training.
Occupational Health and Safety (OHS) Systems are also crucial. Stay informed about your obligations and responsibilities in this domain, which vary by industry. For additional information on OHS, consult WorkSafe Australia's website at www.worksafe.gov.au/. This resource explains OHS regulations, training requirements, and common hazards in the workplace.
2. Operational Systems
Numerous systems span the entire organisation, which is particularly relevant in manufacturing or businesses that rely on a supply chain. Frequently, individual responsibilities and tasks constitute only one component of the process. To summarise these processes, one must first identify all operational processes across the business, such as:
- Opening and closing premises
- Material ordering and replenishment
- Assembly, construction and fabrication
- Importing, packaging and labelling
- Testing, delivery and commissioning
- Maintenance and repairs
- Merchandising, presentation and product positioning
- Sub-contracting and outsourcing
Each process must then be assigned to a single individual who takes ownership of the process and is responsible for documenting it and ensuring it remains up-to-date. An individual can perform numerous tasks and be responsible for multiple steps in various processes without fully comprehending the entire process. In such cases, each team member should be aware of the complete process, their specific responsibilities within it, and the impact of their role on the process's outcomes.
Documenting operational processes and assigning them to designated individuals significantly enhances everyone's knowledge of the business. For example, if it takes six weeks to order new stock or the minimum order quantity lasts six weeks, a system must be in place to ensure stock is requested ahead of current sales to prevent out-of-stock situations or excessive stock holdings.
When the procedure for re-ordering stock is documented, everyone who relies on the stock item will comprehend the importance of their specific role.
3. Your Strategic (or Management) Systems
These systems are arguably the most critical of all. Without them, your employees (and yourself) will likely spend considerable time being reactive rather than proactive. Developing systems in this area enables swift evaluation of your business, identifying what is functioning effectively and what is not.
Management Systems include:
- Establishing a business plan with action items and deadlines that are consistently monitored and adhered to.
- Conducting weekly team management meetings to plan ahead and address any issues before they escalate into major crises.
- Implementing key performance indicators and regularly measuring your progress against these benchmarks.
- Formulating budgets, targets, and strategies to achieve them, while monitoring your progress towards attaining these goals.
4. Financial Systems
This encompasses aspects such as maintaining cash flow forecasts, sales and expense budgets, and monitoring them weekly or at least monthly. It also includes policies and procedures for:
- Paying creditors and operating expenses
- Authorising expenditure
- Banking
- Petty Cash
- Management reporting
- Payment of commissions and wages
- Credit control
- Debtor collection
The final point is of utmost importance. Businesses with record levels of sales have gone bankrupt due to a lack of debtor collection policies. Develop a policy, inform your debtors of its existence, and adhere to it rigorously.
5. I.T Systems
In the current business environment, many of us rely heavily on computers and other technologies. Ensure that all of your IT systems are thoroughly documented.
Pay particular attention to documenting the procedures for addressing technology breakdowns, including the identification of your service providers, their contact details, and the necessary information about your equipment to provide when contacting them. Confirm that your system backup and restore procedures are up-to-date and regularly tested. As your systems expand, it is essential to review your security and backup procedures to accommodate any changes. It is too late once the data has been lost. Security must be addressed each time you employ new staff or when staff members leave.
Access to your system should be reviewed monthly. Stay current with the latest technology and evaluate the benefits of any changes for your business. Do not hesitate to implement changes. You should have a computerised database and accounting system, along with relevant procedures in place to ensure both are kept accurate and up-to-date at all times. Most importantly, utilise these systems effectively!
6. Marketing Systems
Marketing is not merely about spending money and hoping for the best. It involves selling more products, identifying potential customers, and persuading them to purchase from you. Your marketing systems should encompass:
- Measuring and tracking your marketing: Maintain marketing analysis sheets for each campaign, detailing marketing expenditure and results.
- Testing various iterations of similar marketing campaigns and comparing outcomes for each.
- Monitoring all interactions with your clients and their purchasing frequency.
- Determining the most profitable products or services.
- Identifying your most profitable clients.
A database containing this information provides valuable insights into which products, customers, and areas should be the focus of your efforts.
AN IMPORTANT POINT
Systems significantly contribute to the sale value of your business. When systems are in place, your business becomes less dependent on you and your skills.
Your business will be more likely to maximise its potential, capable of operating independently of its owners and key employees, and consequently, will possess a higher sale value. The purpose of developing systems for your business is to optimise the use of limited time, energy, people, resources, and money.
Implementing systems ensures that your operations are carried out efficiently and effectively, generating consistent results and outcomes. Two common mistakes businesses make when systemising include spending too much time searching for the perfect system before initiating changes and attempting to prove the system before implementation. The optimal approach is to document your current procedures before evaluating the system's effectiveness and making controlled adjustments as necessary. The best system will evolve from your diligence in implementing and utilising the system. In summary, select a system, document it, and employ it.

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Information contained in this document constitutes general comments only for the purposes of education, and is not intended to constitute or convey specific advice. Clients should not act solely on the basis of the material contained in this document. Also, be aware that changes in relevant legislation may occur following publication of this document. Therefore, we recommend that formal advice be obtained before taking any action on matters covered by this document. This document is issued as a guide for clients only, and for their private information. Therefore, it should be regarded as confidential, and should not be made available to any other person without our prior written approval.