Our Simple Sales Workflow (Updated for 2026)

When you’re running an agency or building a software company, your sales process needs be simple. A simple process is easier to follow, easier to train, and easier to scale. 

The truth is, most teams don’t need advanced reporting, endless automation, or a dozen pipeline stages. What they actually need is a clean, repeatable routine they can execute every single day.

In this article, we’ll walk through the simplest sales process you can implement, one that helps you and your team stay organized, maintain momentum, and close more deals without overwhelm. And the best part is that it only revolves around three daily actions:

1. Check your inbox
   
2. Follow up with anyone marked “Follow Up”
   
3. Finish your post-meeting tasks: update stage, take notes, adjust deal value, etc.
   

If your team can consistently do these three things, you’ll stay on top of every opportunity, keep deals moving, and avoid the quiet pipeline death that happens when follow-ups fall through the cracks.

Let’s break down each step and how to execute it effectively.

1. Start Every Day by Checking Your Inbox

Checking your inbox daily might sound obvious, but it’s the foundation of a healthy sales routine. Your inbox is where conversations happen, questions get answered, and deals move forward.

When you start your day by reviewing your messages, you’re anchoring your workflow around real, active communication, not assumptions.

Here’s what this step looks like in practice:

1. Open your email or CRM inbox.
   
2. Respond to every message that requires your attention.
   
3. If a message doesn’t require a reply, archive it and move on.
   
4. If the thread requires more action later, create a task to remind yourself later.
   

Think of your inbox as your “live activity feed.” If someone responds, that’s momentum. Responding quickly helps you maintain rapport and reduces the chance that prospects lose interest or go cold.

If you’re using a tool like LeadLoft, you can work directly from the CRM inbox and respond using an AI writer to speed up your workflow. This not only saves time, it keeps you focused.

2. Follow Up with Anyone Marked “Follow Up”

The second step is where the real power of this simple sales process comes in. Most lost deals don’t happen because of bad conversations, they happen because sales teams simply forget to follow up. When leads slip through the cracks, deals die.

This is why having a clear “Follow Up” Quick View is essential.

Each day, after clearing your inbox, open your Follow Up list. This should show you every deal that hasn’t had activity in a set number of days (for many teams, somewhere between five and ten days is a good benchmark).

Your job now is simple:

1. Review each deal in your follow-up list
   
2. Send a message, call, or engage through LinkedIn
   
3. Move prospects forward or close them out if they’re not a fit
   

If you have high-ticket deals, handle these one-by-one with a personalized message. If you’re working through a long backlog, or taking over someone else’s pipeline, you can bulk engage using a playbook or multi-channel sequence.

Consistency is what matters most here. Following up every single day ensures that conversations stay warm and prospects are never forgotten.

3. Complete Your Post-Meeting Tasks

This final step is small but critical: after any meeting or meaningful interaction, take two minutes to update your CRM. Pipeline hygiene is the backbone of every predictable sales system.

Here’s what this typically includes:

1. Updating the deal stage (e.g., “Interested,” “Proposal Sent,” or “Customer”)
   
2. Adding call notes or meeting summaries
   
3. Adjusting the deal value or close date
   
4. Tagging the contact or adding them to the correct segment
   

Why does this matter? Because your future decisions rely on accurate data. And if you want your Follow Up list to work, you need the system to know where every deal stands.

A good rule to follow:

‍Never leave a meeting without updating the deal info. hIf you wait until later, you’ll forget key details, and the information will be less reliable.

Putting It All Together

When you combine these three steps, inbox first, follow-up second, hygiene third, you end up with a simple, repeatable daily process. It doesn’t require advanced automation, heavy reporting, or a deep CRM learning curve. It just requires consistency.

Here’s the full routine summarized:

1. Check your inbox

• Respond to everything
• Archive what’s done
  

2. Check your Follow Up list

• Reach out to anyone overdue
  
• Work through active deals
  
• Bulk engage if needed
  

3. Update your pipeline

• Move deals to the correct stage
  
• Add notes, values, and statuses
  
• Keep everything clean and current
  

If your team does this every day, you’ll stay organized, close more deals, and build a sales machine that scales without adding unnecessary complexity.

And if you’re looking to set something like this up and you’d like some help, feel free to book a time with our team and we’ll get your team set up.