How I Work/The Seven Leaks/Leak II - No Documented Process
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II
Revenue leak two

One person closes most of the revenue. Again.

The single most expensive infrastructure failure in B2B sales - and the easiest math on the list.

What it is

You review the quarterly numbers and realize one person closed 60% of the team’s revenue. Again. And everyone shrugs like that’s normal.

When there’s no documented process, every rep invents their own. The top rep has figured out - through years of trial and error - which questions to ask in discovery, when to present pricing, how to structure a proposal. Everyone else is guessing. The methodology that makes your best rep successful lives inside their head instead of inside your revenue infrastructure.

The 2024 B2B Sales Benchmark Report analyzed 4.2 million opportunities and confirmed it: top performers aren’t marginally better, they’re fundamentally different in how they execute. The gap isn’t talent. It’s methodology - and methodology can be documented, taught, and scaled. Source: Ebsta & Pavilion, 2024 B2B Sales Benchmark Report.

What it costs

About $700K a year, on a four-person team.

Take a 4-person team, each managing $1M in pipeline. The top rep closes at 35%; the other three at ~12%. The team produces $350K + $360K = $710K. If all four closed at 35%, that’s $1.4M. The gap is nearly $700K a year - not because three reps are lazy, but because the process that works was never written down.

The hidden cost is fragility. If your top rep quits, your close rate doesn’t dip - it collapses. That’s not infrastructure. That’s a single point of failure.

~$700K
in revenue that should be closing but isn’t, every year.
Top rep at 35% vs three reps at 12% on $1M each = $710K produced vs $1.4M possible. The gap is the undocumented process.
How to find it

Go straight to the CRM, then confirm in interviews.

Pull stage-to-stage conversion by rep. If your top rep converts 60% of a stage while average reps convert 25%, the gap between those numbers is the undocumented process. Then ask three reps to describe their process from first contact to close. The top rep describes 6-8 clear stages with specific actions and exit criteria. Average reps say "we have a call, then send a proposal, then follow up." New hires say "I shadow [top rep] and try to do what they do." That last answer should scare you - your revenue engine depends on one person’s willingness to be shadowed.

The fix

A documented 5-7 stage sales process.

Extract what your top rep does on instinct and turn it into a stage architecture the whole team can run - each stage with a named action and an explicit exit criterion.

I
Map the real stages
Five to seven stages from first contact to closed-won, named for what the buyer does, not what your team does internally.
II
Write the exit criteria
For each stage, the specific, observable condition that must be true before a deal advances. No "it feels ready" - a checklist a manager can verify.
III
Attach the action + the tool
Each stage gets the question to ask, the material to send, and the call type to run - so a new hire executes the top rep’s playbook from day one.
You can prove this today
Do this Monday

Pull your CRM and calculate close rates by rep. Put them side by side. If the gap between your top rep and your average is more than 15 points, you know exactly what Leak II is costing you - and you have the business case for the process blueprint.

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