Visionary B2B Sales
Process In-A-Box

The #1 bottleneck in B2B marketing campaigns is the sales process. Implement Visionary’s world-class process to save you 2 years of trial, error and missed opportunities.

What is the
"Visionary B2B Sales Process-In-A-Box"?

B2B Sales has changed—a lot.
These days, 70% of your prospects’ decisions are often made before the initial sales call. Your sales process needs to adjust. But most B2B teams still use outdated tactics from an era where sales reps were responsible for doing all the heavy lifting.
Now it’s your digital content doing the educating and explaining, while your salespeople are responsible for skillfully guiding the deal to “Closed Won”.
Enter Visionary’s “B2B Sales Process In-A-Box”
Our world-class sales system can be implemented and optimised quickly, step by step. You save years of trial and error. No more guessing—just a proven process that puts you in a position of power in every deal.

A tried and tested B2B sales
process built with you, step by step.

Here’s how the implementation process works. We’ll work closely with your team, tailoring the system for your unique operation.

1 - B2B content marketing

When prospects enter your sales cycle, they’re not just looking at you – they are typically comparing you with at least two other proposals. To stand out, strategic thought leadership and video marketing must consistently show up on their newsfeeds.
It’s not just about impressing one prospect. It’s about influencing the entire buying committee with well crafted insights and innovative retargeting strategies.

2 - Best-in-class CRM setup

Your CRM is the backbone of running and optimising your B2B sales process. What gets measured gets managed. When it’s not set up well, you set your sales team up to fail because they get no insight on where to improve.
When set up correctly, the CRM tracks your best deal sources, highlights high-priority opportunities, and reveals why deals are lost. It’s a game-changer.

3 - Documented B2B sales process

A documented sales process is the secret to consistency and scalability. While great salespeople may not need a script, structured step-by-step guidelines ensure everyone follows the same proven process.
This makes testing and optimising possible. The result? A sales team where every rep has a framework to delivers top-tier results.

4 - Digital sales collateral

The right digital assets can transform your sales process. High-quality, long-form content—whether in social posts, thought leadership articles, or videos—builds credibility and keeps prospects engaged.
During sales calls, dynamic slide decks guide the call and create a collaborative experience. Add in pitch decks, proposal templates, case studies, and video – and your sales process becomes a truly unique experience.

5 - Professional online sales follow up

B2B sales now require 12 to 30+ touchpoints to close a deal. With decision-makers busier than ever, a structured follow-up process is essential.
It keeps your brand top-of-mind and moves prospects through the sales cycle. A well-documented approach, combined with state-of-the-art automations ensures your sales team can follow up efficiently without adding to their packed to-do list.

6 - Continual optimisation

Once your sales process is in place, the work doesn’t stop. Regular testing, like our ‘not-so-secret-shopper’ process, helps identify opportunities for improvement. Visionary will actively attend your sales process, providing real-time pointers and recommendations at every step.
Using AI tools to record calls, suggest changes, and refine approaches ensures your process constantly evolves. With the right reporting and metrics, your sales process won’t just work—it will continuously improve.

CLIENT WORK & CASE STUDIES

View 70+ client testimonials, examples and case studies here!

Ready to get more deals to "Closed Won"?

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“Our vision is to guide impactful B2B tech companies through the transformational growth journey from being relatively unknown in their space… through to becoming inspirational, powerful & wealthy thought leaders for the markets they serve.”

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