How to Make Your Design Business a Well-Oiled Machine

Fine-tune your processes so you can capture more work. Updated July 2021.

Amber Sawaya
Modus

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Photo: LinkedIn Sales Navigator via Unsplash

WWelcome to 2021*. This is going to be your year to make the most of your design business. At least, that’s what we’re going to do at Anchor & Alpine. I want all of us to take this time to get our agencies in order to capture more business from the right kinds of clients. These are some ways we can do that.

*This story was first published in January 2020, updated in July 2021.

  • Sales pipeline management
  • Proposal process
  • Contract review

Sales pipeline management

Do you have a sales pipeline? Is it working well for you?

Copper lead tracking

What is a sales pipeline?

If you aren’t familiar with the term, a sales pipeline is the series of steps it takes for you to make a sale.

It’s called a pipeline (or funnel) because each step weeds out more people until you get to the final stage of the sale, where you’ve either won or lost the…

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Amber Sawaya
Modus
Writer for

Head of Design at Osmos.io; I write about user experience, product design, and creative careers. 🖤☕️📓👩🏼‍💻🏴‍☠️