So, how do you begin the process of, well, improving your processes? Here’s a simple framework to guide you:
1. Audit Your Current State
Before jumping into new initiatives, start by assessing your existing workflows. Ask yourself (and your teams):
- Do we have clearly defined processes for sales, customer success, marketing, and operations?
- Are these processes documented and easily accessible?
- Is everyone following them consistently?
Identify areas where things feel disorganized or ad-hoc. This is where you’ll want to focus your attention.
2. Engage the Whole Team
Process improvement isn’t just a leadership exercise. The people on the ground know the day-to-day better than anyone else. Involve your teams in the conversation. Ask for feedback on what’s working, what’s broken, and where they see room for improvement.
Creating a culture where feedback loops are encouraged ensures that process gaps are spotted early and often.
3. Document Everything
This part is critical – even if it feels tedious. Once you identify key processes, document them in detail. Use simple formats: checklists, standard operating procedures, or even video walkthroughs. Make sure they are easily accessible to everyone who needs them.
A process that lives in someone’s head isn’t scalable. Documentation makes it real, repeatable, and improvable.
4. Build in Accountability
Processes only work if people follow them. This is where accountability comes into play. Assign clear ownership to each process, ensuring that someone is responsible for maintaining and updating it as needed.
At TeamRevenue, we recommend incorporating processes into regular reviews and meetings. For example:
- Sales teams review pipeline stages weekly.
- Customer success teams check onboarding steps after every new client launch.
- Marketing teams assess campaign workflows monthly.
By making process discussions part of your normal cadence, you reinforce their importance.
5. Continuously Improve
Processes aren’t static—they evolve. As the business grows, revisit and refine them regularly. For example, here at TeamRevenue, we implemented a monthly tech stack audit to improve our internal RevOps process continuously.
How It Works:
- Each department lists every tool they use (along with renewal dates and costs).
- Monthly, each tool must be justified – or its budget should be transferred to benefit other departments.
- If a tool isn’t driving enough value, it’s removed or replaced.
Implementing a continuous improvement methodology for your key processes ensures that your organization’s workflows stay relevant and optimized.
Why Now?
Whether entering a new fiscal year or simply looking to tighten operations, focusing on process improvement now sets the stage for long-term growth. Don’t wait for inefficiencies to accumulate—start small, audit, and refine regularly.
Tech will always be part of the equation, but the businesses that thrive are those that invest in process first. If you’re not already reviewing processes regularly, there’s no better time to start.
TeamRevenue, empowers businesses to drive sustainable growth. We provide our clients with the revenue enablement experts, best practices, and an accountability framework to optimize revenue teams, systems, and processes to drive results. We’ve worked with hundreds of B2B companies worldwide, breaking the cycle of underperformance. Helping them grow faster, communicate better and bring new energy to their organizations.
