Tech Sales 101



9 Prerequisites to setting up a sales process



Published On: Dec 26 2025
Written By: Krishnan Sethuraman
Category: Tech Sales 101


The simple mantra for success in sales is consistency. If you focus on consistently reaching out to your ideal customer profile and ignore short-term outcomes, you will almost certainly succeed. Sales is not about one-off deals. It’s about building systems, relationships, and credibility over time.


Before you even start pitching your product or services, there are key prerequisites you must follow. These steps create a strong foundation and ensure that your sales efforts are efficient, professional, and scalable.


1. Get a Website

A website is the backbone of your sales process. Think of it as your digital shopfront. It is where prospects first interact with your business, and it is often their first impression of you.

It does not need to be flashy. A simple, clean, and functional website is enough to begin. Focus on usability, mobile responsiveness, quick loading times, and clear navigation. Include pages like an About section, product or service overview, contact information, and case studies or testimonials.

You can work with skilled freelancers from places like India or Vietnam to build a solid, professional website at a sensible cost. Avoid overcomplicating things with trendy frameworks like ReactJS unless you have the expertise. Many search engines struggle with client-rendered content. Server-rendered frameworks like Laravel or other MVC frameworks are fast, reliable, and SEO-friendly.


Your website is not just a brochure. It is a tool for lead generation, credibility building, and conversion. If it looks unprofessional, potential customers may hesitate before engaging with you.


2. Copywriting is Important

Your website content is more than just words. It is a salesperson who works 24/7. It must convince visitors to share their email, request a demo, or make a purchase.

Good copywriting focuses on benefits, not features. Highlight how your product solves problems, and it makes life easier for the customer. Use clear, concise language and strong calls to action. Poor copy can undo all your other efforts. Even the best product may fail to sell if your messaging does not resonate.

If writing is not your strength, hire a professional copywriter or freelancer. They can help craft engaging headlines, persuasive product descriptions, and compelling stories about your brand. Test your copy. Small changes can have a big impact on conversion rates.

Every paragraph on your website should guide the visitor toward taking action. A well-written copy continues to influence decisions long after you publish it.


3. Get Professional Emails

Professional emails are more than a formality. They are a trust signal. People hesitate to work with businesses using generic Gmail addresses.

You can use Google Workspace. They are the best and work very well for startups and enterprises. It is reliable, professional, and easy to scale. If you are on a budget, alternatives like Zoho Mail, GoDaddy, or Rediffmail can work.

Reliable email hosting is critical. You never know which email might be a breakthrough lead or an important client inquiry. Missing a single email could cost you a deal. I always invest in dependable email services because the risk of missing an opportunity is too high.

Professional emails also enhance credibility. Even if your team is small, a proper email domain makes your business appear established and trustworthy.


4. Create Social Media Profiles

Social media is not optional. It is essential for visibility and credibility. People often check a company’s online presence before reaching out, and social media is part of that footprint.


Focus on platforms where your audience is active. LinkedIn works best for B2B startups. Instagram or Facebook may be better for B2C businesses. Choose your platforms carefully. Quality and consistency matter more than quantity.

Well-prepared profiles that include your logo, key details, and a clear overview of your work can create a positive first impression. Use scheduling tools like Buffer to plan your content. Consistent posting boosts visibility and positions you as active and approachable in your field.

Social media is also a way to build relationships. Engage with comments, answer questions, and share insights. When it is done right, it positions you as approachable, knowledgeable, and active in your niche.


5. Start a Blog

A blog is a long-term investment. Its primary purpose is to showcase expertise, improve search engine rankings, and generate inbound leads.

Consistency is key. Posting high-quality content regularly builds authority and credibility over time. At the beginning, two well-written posts per month are enough. Focus on topics that answer your audience’s questions, address pain points, and demonstrate your knowledge.

Results take time, usually one to two years, but the payoff is worth it. Blogs improve organic traffic, attract qualified leads, and provide shareable content for social media. Over time, your blog can become a lead-generating engine that consistently drives prospects into your sales funnel.

View it as a long-term effort with results that build over time. Each post adds value and builds trust with potential customers who may convert months or even years later.


6. Form to Collect Emails

Having a form to collect emails is non-negotiable. Your website needs to give visitors a way to engage and stay in touch.

Keep it simple. Name, email, and maybe a message or company name are enough. Do not overcomplicate it with too many fields, or you will discourage sign-ups. Tools like Google Forms can help you collect and manage leads effectively.

Even if sign-ups are slow at first, the form ensures that when visitors are ready to engage, they have a way to reach you. Collecting emails allows you to nurture leads with newsletters, product updates, or personalized outreach.

A simple email form is one of the most effective ways to start building a relationship with potential customers.


7. Get Help from Day One

Trying to do everything yourself is tempting, especially if you are bootstrapped, but it rarely works. When I started Geedesk, handling all tasks myself led to inconsistent content, irregular sales follow-ups, and backlog issues.

Bringing in a teammate, co-founder, or even an intern from day one can make a huge difference. They help maintain consistency, share responsibilities, and free you to focus on strategic tasks.

Even small teams can accomplish more with shared effort. Support allows you to scale faster and maintain quality across marketing, sales, and operations. Do not wait until you are overwhelmed. Get help early.

 

8. Define Your Ideal Customer Profile

You cannot sell to everyone. Defining your ideal customer profile ensures you focus on the right prospects and maximize your sales efficiency.

Include details like demographics, pain points and challenges, goals and objectives, and decision-making behavior. A clear profile allows you to tailor messaging, create targeted campaigns, and personalize outreach. It ensures your sales efforts are not wasted on leads unlikely to convert.

When you know exactly who you are selling to, your messaging becomes sharper, your content more relevant, and your outreach far more effective.


9. Track Performance

You cannot improve what you do not measure. Tracking performance allows you to see what is working and what is not.

Monitor metrics like website traffic and visitor behavior, email open and response rates, social media engagement, and blog performance. Use tools like Google Analytics to gather insights.


Regularly reviewing this data helps you optimize sales messaging, marketing campaigns, and lead nurturing processes. Tracking ensures continuous improvement. Over time, you can make data-driven decisions, spot trends early, and adjust strategies to maximize results.


Parting Words

Setting up a sales process is more than just selling. It is about creating a strong foundation. From a professional website to targeted ICPs, reliable email systems, and consistent tracking, these nine prerequisites ensure you start with the right structure.


By putting these steps in place, you make your sales efforts more efficient, build credibility, and create long-term growth potential. Consistency and preparation are the real keys to sales success.

 

Krishnan Sethuraman
Krishnan Sethuraman

I am a serial entrepreneur and I am passionate about solving critical business problems.

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