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#Sales process posts
Practical playbooks for Sales, Customer Success, and Accounting teams.
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Building & Optimising Customer Success
Growing Sales Teams with Processes
Growing Small Businesses
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LinkedIn prospecting resources
Making management easier for EAs
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Scaling Accounting Firms
Why Calendr
Sales Operations for Small Teams: What to Standardise Before You Hire More Reps
If your sales process only works because the founder remembers every lead, adding more reps will multiply the mess. This guide explains the sales operations basics to standardise first, from lead ownership and meeting types to routing, handoffs, booking links, and reporting.
01 Sep 2026
How to Build a Basic Sales Funnel & Get Clients
If you are starting a one-person business, you do not need a complicated sales system. You need a simple place to track prospects, clear stages for moving people forward, and booking pages that make the next conversation easy to schedule.
17 Jul 2026
How to create a scalable sales process for your accounting firm in less than an hour without needing technical support
Accountants need a sales process, but they do not usually want something that feels like a sales process. This video shows how Calendr can sit alongside your practice manager to make new enquiry calls easier to book, route, prepare for, and track without needing technical support.
02 Jul 2026