Structured Sales Process (SSP) - Your Complete Guide to Systematic Sales Success
The Structured Sales Process (SSP) is the default pipeline designed for long-term sales journeys. Is designed to make sales SIMPLE, CLEAR, and SCALABLE. It provides a step-by-step system that eliminates guesswork and speeds up results, helping you to know exactly what to do at each stage.
Last updated 22 days ago
The 5 Steps of the SSP
The SSP consists of five key steps, guiding leads from first contact to conversion. It is designed to ensure a smooth transition between steps based on leads actions.
Understanding the SSP
Moving from One Step to the Next
Know exactly what step to take next with our Structured Sales Process, helping you turn a complete stranger into a new customer or team member.
Step 1: Connecting to Inviting
When the lead watches your Cold Info Page video and clicks on "Message Me".
When you send a script from inside a lead's profile (Resources tab).
When a lead signs up through one of your lead magnets.
Step 2: Inviting to Informing
When you send a trackable link to the lead.
When the lead clicks "Learn More" in the Thank You Page of Lead Magnets.
Step 3: Informing to Serving
When the lead clicks on a trackable link and stays on it for more than 30 seconds.
Step 4: Serving to Launching
When the lead becomes a Customer or Promoter.
When you manually update the lead’s membership.
Pipeline View
The Pipeline View is a powerful tool designed to help you efficiently track, manage, and move leads through the Structured Sales Process (SSP). Whether you prefer automated transitions or manual control over lead movement, this view gives you a clear, organized way to follow your progress and ensure no lead is left behind.
How It Works
Each of the five SSP steps is displayed as a separate column. Leads are automatically categorized under the correct step based on their progression. You can drag and drop leads between columns to manually move them to the next step.
1. Access the Pipeline View
Navigate to the Contacts section in the SAGA desktop version.
Click on the purple button under 'View' to switch between Table View and Pipeline View.
2. Drag & Drop
Find the leads you want to move.
Click and Drag them to the next step in the process.
Drop them into the appropriate column to update their status.
3. Change the Steps Manually
In the Table View, you can also change an individual lead's current step by clicking on the 'Step' button on the lead card.
💡 Why Use Pipeline View?
✅ See where each lead stands in the process.
✅ Easily move leads between steps.
✅ Monitor progress in real-time.
⚠️ Key Success Principles
Remember: The SSP is designed to be SIMPLE, CLEAR, and SCALABLE. Trust the process and be consistent in your application.
Focus on Value: At every step, prioritize providing value to your prospects over making a sale.
Be Patient: Let prospects progress at their own pace while staying engaged and available.
SSP vs Custom Pipelines
It’s important to understand the difference:
Structured Sales Process (SSP):
Has fixed steps
Is designed for long-term sales
Follows predefined rules and structure
Custom Pipelines:
Are fully flexible
You decide the number of steps and their meaning
Are ideal for events, promotions, or short-term goals
Custom pipelines do not replace the SSP.
They work alongside it.
⚠️ Automation and rules defined for the SSP do not apply to custom pipelines.
💬 Need Help?
If you need assistance with importing contacts or have questions about the process:
Support Centre: Need help? Start a chat with the Fibi AI Agent in your SAGA. If they can’t help, a human team member will take over.
Book a Call: Schedule a demo with our team