Structured Sales Process (SSP)

The Structured Sales Process (SSP) 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.

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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.

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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.

  • 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).
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  • 2

    Inviting to Informing

    • When you send a trackable link to the lead.
    • When the lead clicks "Learn More" after watching the Cold Info Page video.
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  • 3

    Informing to Serving

    • When the lead clicks on a trackable link and stays on it for more than 30 seconds.
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  • 4

    Serving to Launching

    • When the lead becomes a Customer or Promoter.
    • When you manually update the lead’s membership.
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Kanban View

The Kanban 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.

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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 Kanban View

    • Navigate to the Contacts section in the SAGA desktop version.
    • Click on the purple button under 'View' to switch between Table View and Kanban View.
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  • 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.
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  • 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.
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Why Use Kanban View?

✅ See where each lead stands in the process.
✅ Easily move leads between steps.
✅ Monitor progress in real time.

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👀 Not sure where to start or what to do next with your leads?

No worries, the SAGA AI Assistant makes everything easier for you!

Ready to see it in action? 🤖