Sales Architecture for Service-based Businesses
Build a structured small business sales system that feels natural, organised and increases conversion.
What is a small
business sales system?
A small business sales system is the structure behind how enquiries turn into clients.
It maps your process from first contact through to onboarding, delivery and follow-up - so every lead is tracked, every conversation has context, and no opportunity slips through the cracks.
For service-based businesses, this usually includes:
A simple CRM to track enquiries and conversations
Clear follow-up stages so nothing is forgotten
Automated touch points that feel personal, not robotic
A mapped client journey from enquiry to delivery
Templates and processes that reduce decision fatigue
The result?
A calm, repeatable structure that supports how you naturally connect - without scripts, pressure, or awkward tactics.
Every business is different
So we don’t install a generic funnel and call it done.
We begin by reviewing your current enquiry flow, client journey and follow-up process - identifying where opportunities are being lost or where manual effort can be reduced.
From there, we design a system that fits your business. This may include:
CRM setup and pipeline design (HubSpot, Pipedrive, ActiveCampaign or your preferred tool)
Clearly defined enquiry → consultation → proposal → onboarding stages
Automated yet personalised follow-up sequences
Lead tracking and reporting dashboards
Permission-based templates for confident communication
Internal workflows so your team knows exactly what happens next
The result is a working sales system embedded into your operations - not just a strategy document.
A system that quietly supports your sales process in the background - so you can focus on the conversations, not the admin.
You’re not learning sales theory.
You’re building a working system inside your business.
Who is this for?
This is designed for service-based business owners who are ready to move from scattered processes to a centralised, structured sales system.
It’s for you if you:
Want one central system that holds your data, pipeline and client conversations
Need clear stages so every enquiry has a defined next step
Want automated yet personal touch points built into your follow-up
Are ready to connect sales with your marketing (including email nurture and CRM automation)
Don’t want to hold everything in your head anymore
Are prepared to delegate implementation to an expert
Are committed to utilising and maintaining the system once it’s in place
A great system only works when it’s used.
This is for business owners who are ready to embed structure properly - and allow it to support their growth long term.
Jen Harrap Health and Fitness
"Michelle's magic is fixing processes and customer experience and she made huge improvements to the back end of my business. I definitely don't feel as overwhelmed as I did.
I appreciate the time we worked together and I hope it won't be the last time!"
Your investment
Sales architecture is not a quick tweak or light audit.
It’s the design and implementation of a working system inside your business - tailored to your enquiry flow, client journey and marketing setup.
Full Sales Architecture Implementation starts from: $1,795
Final investment depends on scope, CRM platform, level of automation required and whether team training is included.
Every project begins with a discovery call to understand your current structure and define what implementation will involve.
This ensures you receive a system built specifically for your business - not a template or generic funnel.
Ready to shift...
your small business sales process from stuck and sales-shy to confident and clear?
Let’s build your sales architecture... your way.
Strategic Business Support:
Specialist Real Estate Support
Location
Located in Auckland, New Zealand, remotely looking after small businesses worldwide.
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