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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 21 days ago

The 5 Steps of the SSP

SSP Process Illustration

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.

This is the first step where you begin conversations

  • You're not selling yet—just making natural connections.

  • Use personalized scripts for warm leads (people you know) or standard scripts for social media prospects.

💡 Tip: Find common ground and keep it casual!

  • Now it starts to get to know the other person and build a genuine relationship. And if you know more about their problem, it leads to the opportunity to ask if they would like to learn more about the product or business.

  • Assess if they’re the right fit:✅ Yes? Move them forward.⏳ Not ready? Schedule a follow-up.

  • This is where you provide key information to your leads.

  • Share trackable videos, testimonials, or resources.

  • With tracking tools, you can see when a lead watches a video, for how long, and if they’re serious.

The key now is consistent follow-up. Leverage the scripts and set task reminders to ensure you don't forget about any contacts.✅ Build trust, show value, and let the tools do the heavy lifting.

  • Answer your lead’s questions and handle objections.

  • Use pre-written scripts to save time and stay sharp.

💡 Tip: Keep it personal so they feel understood and supported.

  • Seal the deal—turn leads into customers or business partners.

  • Ensure a smooth onboarding process.

  • Maintain consistent follow-ups to keep them engaged and satisfied.

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

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

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

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

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.

Kanban View Interface

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.

Access the Kanban View - Step 1

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.

Drag & Drop - Step 2

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.

Change the Steps Manually - Step 3

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

    Learn More →

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 help or have questions:

  • 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

Still need help? Ask the team