Align Your Sales Process with Your Buyers Journey
Harmonizing your sales process with the buyer's journey is paramount. This synergy enhances customer experience, shortens sales cycles, and drives conversions. Discover the most effective strategies for aligning your sales approach with customer expectations, fostering meaningful relationships while boosting business growth.
October 4, 2023
Doug Sabanosh

Aligning Your Sales Process with Your Buyer’s Journey: Best Practices for Business Owners and Sales People

When I was a green sales guy at the beginning of my career, an older sales gentleman pulled me aside and told me, “no matter what you think and what we say about marketing, you can learn a lot from those people.” He encouraged me to “snuggle up” to the marketing department because they could always help with buyer information, user data and qualified leads. The Sales Director demanded that sales and marketing should work together to increase sales and surpass revenue targets.

Since then – and moving to the marketing side of things – I’ve worked with many companies that practice sales and marketing synergy to achieve great success. Companies that don’t, face many challenges and, more often than not, fail to meet expectations to generate the revenue they need to prosper. Having each department operate in silos is counter-intuitive to growing your business. When the two work together, sales helps marketing understand the customer, their pains and refusals, and what information they’re asking for. Marketing uses information gleaned from sales to create more effective collateral, provide on-point messaging and warm cold leads, among other things.

As a business owner or salesperson, you understand the importance of attracting and converting leads into customers. However, in today’s constantly growing digital sphere, simply having a sales process in place and knowing your buyer’s journey is not enough. To truly succeed, you need to align your sales process with your target audience’s buyer’s journey. In this article, we will explore the best practices for achieving this alignment, and offer solutions to the pain points you may face along the way.

The Pain Points of Misalignment

Aligning your sales process with your target audience’s journey may seem daunting, especially if you are facing resource, financial, or expertise constraints. However, failing to address this misalignment can result in lost opportunities and decreased sales – which costs you money. Not only that, you face a lack of cohesion with staff and the potential of mixed-messaging, brand misalignment, and employee friction. Here are some common pain points and how to overcome them.

Lack of Resources

It is not uncommon for small businesses to face resource limitations, whether it’s money, time, personnel, or technology. To overcome these challenges, prioritize the most critical stages of the buyer’s journey and allocate your resources accordingly. Identify the low hanging fruit prospects and send them targeted, solution-based content and engage with them quickly once they’ve interacted with the content. People who attempt to contact leads within one hour of them engaging with content or filling out a form, are 7x times more likely to have meaningful conversations with decision makers than those who waited even 60 minutes. You’re 21x more likely to qualify your lead with a fast response time than waiting 30+ minutes. Even if you don’t reach a prospect, continue to focus on providing valuable content and personalized experiences during the early stages to make a positive impression and maximize your impact.

Financial Constraints

Limited budget can make it difficult to invest in the necessary tools and strategies to align your sales process with the buyer’s journey. In such cases, consider leveraging cost-effective solutions such as automation software, customer relationship management (CRM) systems, or outsourcing certain tasks to experts in the field. Many email marketing systems such as Mailchimp and Hubspot offer free versions for smaller subscriber lists and include automation and a CRM in the case of Hubspot.

Outsourcing allows you to bring in expertise on a project basis, saving thousands as opposed to hiring an employee. Quite often, you can reclaim your initial investment for outsourcing a consultant within the first few campaigns, propelling your ROI through the roof. Remember, investing in alignment now can lead to long-term financial gains.

Lack of Expertise

Not having the necessary expertise or knowledge to align your sales process can be a significant barrier. You wouldn’t try to wire all the electricity in your office or home, would you? No, you’d hire an expert to ensure it’s set up correctly. The same goes for setting up marketing systems for your company – especially something as important as aligning your buyer’s journey and sales process. The time you’d spend doing it yourself can easlily cost more than hiring a marketing consultant. Heck, call me and I’ll give you a free, no commitment consultation. 

Additionally, there are various other resources available to help you bridge this gap. Attend industry conferences or participate in webinars to get some insight of buyer’s journey alignment. By continuously learning and adapting, you can stay ahead of the curve and optimize your sales process.

The Difference Between the Traditional Buyer’s Journey and the Modern Buyer’s Journey

The evolution of technology and changing consumer behaviors have led to significant differences between the traditional buyer’s journey and the modern buyer’s journey. Understanding these distinctions is essential for businesses to adapt their marketing and sales strategies effectively.

The Traditional Buyer’s Journey

In the traditional buyer’s journey, consumers typically followed a linear path, starting with awareness, moving to consideration, and ending with a decision. Information was limited, primarily sourced from advertisements, sales representatives, or printed materials.

1. Limited Interaction

Interaction with businesses was often one-way, initiated by the business through advertisements, cold calls, or direct mail. Consumers had limited opportunities to engage or provide feedback.

2. Seller-Centric

The traditional model was seller-centric, with businesses dictating the pace and flow of the buyer’s journey. Customers had less control and personalization in the process.

3. Longer Sales Cycles

Sales cycles tended to be longer due to the lack of readily available information and the necessity of in-person interactions for decision-making.

The Modern Buyer’s Journey:

In the modern buyer’s journey, consumers follow a non-linear, self-directed path. Buyers have more control over the process. They conduct extensive online research, engaging with content and reviews at their own pace before even contacting a business. Today, 50-90% of the journey is complete before a buyer interacts with a sales rep.

1. Abundance of Information

The digital age provides consumers with an abundance of information. They have access to product details, reviews, peer recommendations, and expert opinions, all of which influence their decision-making.

2. Two-Way Communication

Interaction is now two-way and multi-channel. Consumers can engage with businesses through websites, social media, chatbots, and email, providing valuable feedback and seeking personalized responses. Today, 50-90% of the journey is complete before a buyer interacts with a sales rep.

3. Customer-Centric

The modern buyer’s journey is customer-centric. Businesses must adapt to the customer’s pace, preferences, and needs, focusing on providing value, use cases, and personalized experiences.

4. Shorter Sales Cycles

With instant access to information, decision-making is expedited. Sales cycles can be shorter, especially for products or services that align well with the buyer’s needs. However, in the typical business of 100 – 500 people, there are an average of seven decision-makers involved in the B2B buying process.

5. Post-Purchase Engagement

The journey doesn’t end with a purchase; it extends into post-purchase engagement, retention and upselling. Businesses must continue to provide value, support, and personalized experiences to foster loyalty and advocacy. Customer Delight is the key to retaining customers.

Understanding the Modern Buyer’s Journey

The Modern Buyer’s Journey consists of five key stages that individuals or businesses go through when making purchasing decisions. Our digital marketing philosophy includes five stages in most of our strategies: Awareness, Interest, Evaluation, Decision, Renewal. As we see it, these stages reflect the evolution of consumer behavior in the digital age and emphasize the importance of customer-centric approaches. Here’s how we break down the stages.

1. Awareness

In the Awareness stage, buyers recognize and identify a need or problem they want to solve. This could be triggered by various factors, such as personal experiences, external influences, or exposure to marketing content. During this stage, buyers start to research and gather information about their issue. They may conduct online searches, read articles, or seek advice from peers and social networks. In 2023, 44% of buyers typically consume three to five pieces of content before engaging with a vendor, while 11% of buyers said they consume more than seven pieces of content. Businesses should focus on creating informative and educational content that addresses initial questions and pain points. Marketers can get valuable information from talking with sales people to create content that adderesses problems they hear on calls and presents solutions prospects are looking for.

2. Interest

Once aware of their problem, buyers move into the Interest stage, where they seek deeper insights and potential solutions. They actively engage with content and resources related to their issue. At this point, they are open to exploring different approaches, solutions, and providers. Marketers should continue to provide valuable, relevant content to keep the buyer engaged and informed. This is an opportunity to position your brand as a trusted source of information and a reliable solution provider.

Interesting buyer content preferences:

  • 73% prefer to learn about a product or service from a short video.
  • 11% prefer to read a text-based article, website, or post.
  • 4% prefer to view an infographic.
  • 3% prefer to download an ebook or manual.
  • 3% prefer to attend a webinar or pitch.
  • 3% prefer to receive a sales call or demo

3. Evaluation

In the Evaluation stage, buyers start comparing specific products or services. They weigh the pros and cons, read reviews, and seek more in-depth information about potential solutions. Marketers should provide detailed product or service information, case studies, and testimonials to help buyers evaluate their offerings. Buyers use reviews at multiple stages to get educated about the market, narrow things down, and make a confident decision. 92% of B2B buyers are more likely to purchase after reading a trusted review. Demonstrating how your solution addresses the their unique needs is crucial during this phase. Using client case studies and testimonials helps.

4. Decision and Purchase

In the decision stage, they’ve narrowed down their options and are ready to make a purchase. At this point, they may request a demo, a free trial, or a quote. Businesses should provide clear, compelling calls to action and streamline the buying process to make it as smooth as possible. It’s also crucial to include customer support, onboarding team members and account managers on these calls to provide information and to address any last-minute questions or concerns. 

5. Renewal

The modern buyer’s journey doesn’t end with a purchase. After making a decision, buyers enter the Renewal stage, which is especially relevant for subscription-based services or products with a recurring revenue model. During this phase, businesses should focus on customer delight and satisfaction, delivering exceptional service, and fostering long-term relationships. Encourage renewals, upsells, and referrals by continuing to provide value and addressing evolving customer needs.

The Modern Buyer’s Journey consists of Awareness, Interest, Evaluation, Decision, and Renewal stages. Businesses must align their marketing and sales efforts with these stages, offering relevant content and support throughout the entire journey to meet the evolving needs and expectations of today’s informed and empowered buyers.

The Difference Between the Traditional Sales Process and the Modern Sales Process

The traditional and modern sales processes represent two distinct approaches to achieving a common goal: converting leads into customers. Understanding the key differences between these approaches is essential for businesses looking to thrive in today’s dynamic marketplace.

The Traditional Sales Process

Linear and Transactional

The traditional sales process often follows a linear, step-by-step progression. It’s transaction-focused, with an emphasis on closing the sale.


It centers around the seller’s perspective and their product or service. The focus is on demonstrating product features and benefits rather than understanding the customer’s needs deeply.

Cold Calling and Direct Sales

Historically, cold calls and face-to-face interactions were primary methods for reaching prospects. Personal relationships and persuasion played significant roles. Can you say lunches, dinners and junkets? 

Limited Data Use

Data collection and analysis were limited, relying heavily on intuition and experience.

One-Time Transactions

The goal was to close a sale, often with minimal post-sale engagement. Repeat business and referrals were not as emphasized. As Blake puts it in the movie classic, Glen Gary, Glen Ross, “A-B-C. A-always, B-be, C-closing. Always be closing!”

The Modern Sales Process


The modern sales process prioritizes understanding the customer’s journey, needs, and preferences. It’s not just about selling a product; it’s about solving the customer’s problems.

Non-Linear and Dynamic

It acknowledges that the buyer’s journey is not always linear. Prospects may engage with a brand across various digital touchpoints before making a decision.

Digital Engagement

Modern sales leverage digital tools, including social media, content marketing, and email campaigns, to engage prospects. Automation and AI are used for personalized communication. 


Data analytics plays a central role. Businesses collect and analyze data to understand customer behavior, preferences, and pain points, enabling more informed decisions.

Continuous Relationship Building

Post-sale engagement is crucial. Building lasting relationships with customers, providing ongoing support, and nurturing loyalty are emphasized. Repeat business and referrals are actively encouraged.

Content Marketing

Informative and valuable content, such as blogs, webinars, and videos, is used to educate prospects and build trust.


The modern sales process acknowledges that customer expectations evolve. It’s adaptive and responsive, allowing businesses to pivot quickly in response to changing market dynamics.

In essence, the traditional sales process was transactional and seller-centric, while the modern sales process is customer-centric, data-driven, and focused on building long-term relationships. Today’s successful businesses recognize the need to adapt and incorporate elements of both approaches to meet the evolving needs of their customers effectively.

Aligned Sales Process with a Buyer’s Journey Example

Aligned Buyer's Journey and Sales Process image

image by Highspot

Understanding the Modern Sales Process

As mentioned above, the Modern Sales Process encompasses five distinct stages that guide businesses and sales professionals in converting potential leads into satisfied customers and maintaining long-term relationships. These stages are Prospect, Qualify, Present, Convert, and Retain.

Understanding the modern sales process is vital in today’s fluid business world, where consumers are more informed, digitally connected, and more discerning than ever before. Modern sales techniques have evolved to align with these changing customer behaviors, emphasizing personalized, value-driven interactions. Here’s an overview of the key elements in the modern sales process.



In this stage, sales teams identify potential leads or prospects. These prospects might come from various sources, including inbound inquiries, outbound outreach, or referrals.
Initial Contact: Once identified, the sales team initiates the first contact with the prospect. This could involve sending introductory emails, making cold calls, or engaging through social media.

Needs Assessment

The goal is to understand the prospect’s needs and challenges. By asking relevant questions and actively listening, sales professionals gain valuable insights.


Lead Scoring

After the initial contact, the sales team assesses the lead’s suitability. This process, known as lead scoring, involves evaluating factors like budget, timeline, and fit with the product or service offered. Once lead scoring is dialed in, sales and marketing can identify a “lead waterfall” or tipping point where leads that reach a certain “score” or engage with specific pieces of content, are more likely to close.

Budget and Authority

Qualification also involves confirming the prospect’s budget and decision-making authority. This ensures that resources are focused on leads with genuine potential.


Customized Solutions

With qualified leads, the sales team proceeds to present tailored solutions. This stage is about demonstrating how the product or service addresses the prospect’s specific needs and pain points. Including solution engineers or experts, customer success, and account managers on these calls and communications helps answer questions and customize solutions to a buyer’s needs.

Overcoming Objections

Prospects may raise objections or concerns during the presentation. Skilled sales professionals address these objections effectively, offering solutions or clarifications. Sales can work with marketing to produce materials such as case studies, product demos, and white papers that address common objections and provides solutions.

Value Proposition

Sales teams emphasize the unique value proposition of their product or service. They highlight benefits, features, and ROI to entice the prospect. Customizing the value proposition to address a prospect’s specific pain can often shorten the sales cycle.


Closing the Sale: Once the prospect is convinced and satisfied with the proposed solution, the sales team moves to close the deal. This may involve negotiations, contract discussions, or purchase agreements.

Handling Logistics

Sales professionals ensure a smooth transition to the customer by managing logistical aspects like onboarding, delivery, and implementation.

Post-Sale Engagement

The conversion stage isn’t just about closing the initial sale; it’s also about setting the stage for post-sale engagement and support.


Post-Sale Relationship Building

The Retain stage focuses on nurturing the customer relationship beyond the sale. It involves providing exceptional customer service, offering support, and ensuring the customer’s needs are met.

Upselling and Cross-Selling

To maximize value, businesses use this stage to identify opportunities for upselling or cross-selling additional products or services. Monitor a customers engagement to tailor-make additional solutions with different product offerings. 

Customer Advocacy

Delighted customers can become brand advocates, referring others and contributing to the business’s growth. The Retain stage aims to foster this advocacy through exceptional service and ongoing engagement.

In summary, the Modern Sales Process encompasses Prospect, Qualify, Present, Convert, and Retain stages. It’s a customer-centric approach that prioritizes understanding and meeting the prospect’s needs, fostering long-term relationships, and maximizing customer satisfaction and loyalty.

Best Practices for Aligning the Sales Process and Buyer’s Journey

1. Research and Understand Your Target Audience

Take the time to thoroughly research and understand your target audience’s needs, pain points, and preferences. This will allow you to tailor your sales process to meet their specific requirements and deliver a personalized experience.

2. Create Buyer Personas

Develop detailed buyer personas that represent your ideal customers. These personas should encompass demographic information, psychographics, motivations, goals, and challenges. Create an “elevator pitch” for each of these personas to use with messaging and conversation topics. Use these personas as a guide when crafting your sales messaging and strategies.

Here’s an example of a persona I created for a med spa client. Click image to enlarge.

3. Map Your Sales Process to the Buyer’s Journey

Analyze each stage of the buyer’s journey and identify how your sales process can align with it. For example, during the awareness stage, focus on creating educational content that addresses your audience’s pain points (see graph below for more examples). In the consideration stage, provide case studies or product comparisons to help them make an informed decision. Finally, during the decision stage, offer personalized demos or trials to seal the deal. Insert sample map/graph

4. Implement Marketing Automation

Marketing automation tools can streamline your sales process by automating repetitive tasks, nurturing leads, and providing valuable insights. By leveraging these tools, you can ensure timely and relevant communication with your potential customers. Explain a sample automation campaign and show automation diagram

5. Foster Collaboration between Sales and Marketing

Collaboration between your sales and marketing teams is crucial for successful alignment. Encourage regular communication and feedback to ensure both teams are aligned with the buyer’s journey and working towards a common goal. This is key: explain how the two departments can glean valuable info from one another. Show how the content aligns with the sales funnel. Show graph.

6. Continuously Measure and Optimize

Regularly evaluate the effectiveness of your sales process and make data-driven adjustments. Monitor key performance indicators (KPIs), such as conversion rates, customer acquisition costs, and customer lifetime value, to identify areas for improvement and refine your strategies. Explain how monitoring customer/prospect engagement is essential for success. Cite the time to contact and the closing rate numbers.


Buyer’s Journey & Content Alignment

Understand where your content fits and align it with specific parts of your buyer’s journey.

The Benefits of Aligning the Modern Sales Process with the Modern Buyer’s Journey

In today’s business world, aligning the modern sales process with the modern buyer’s journey is not just a strategic choice, it’s a necessity. This synergy offers several significant benefits that can propel a business to success in today’s customer-driven marketplace.

1. Improved Customer Experience

Aligning the sales process with the buyer’s journey enhances the overall customer experience. By understanding and addressing customers’ needs at each stage, businesses can provide personalized solutions and information. This tailored approach fosters trust and loyalty, making customers more likely to choose your products or services.

2. Shortened Sales Cycles

A well-aligned sales process reduces sales cycles. When customers are engaged with the right information at the right time, they are more likely to make decisions quickly. This not only boosts revenue but also allows sales teams to focus on more leads and opportunities. Timing is everything. 

3. Increased Conversion Rates

Personalized communication and targeted content make prospects more receptive to your offerings. Consequently, conversion rates improve as prospects move through the buyer’s journey with a clear understanding of how your product or service can address their specific pain points.

4. Enhanced Data Utilization

Aligning sales and the buyer’s journey relies heavily on data-driven insights. Modern businesses collect and analyze data to gain a deep understanding of customer behavior, preferences, and pain points. This data empowers decision-making, allowing for more effective marketing and sales strategies.

5. Greater Customer Retention

The modern buyer’s journey doesn’t end with a sale; it extends into post-purchase engagement. By continuing to provide value and support, businesses can foster customer loyalty. Satisfied customers are more likely to become brand advocates, referring others and contributing to long-term success.

6. Competitive Advantage

In a competitive marketplace, businesses that align their sales process with the buyer’s journey gain a significant edge. It positions your brand as customer-focused and adaptable, making you more appealing to today’s discerning consumers.

Aligning the modern sales process with the modern buyer’s journey is a strategic imperative for businesses aiming to thrive in today’s customer-centric world. It not only enhances the customer experience and boosts conversion rates but also leverages data and fosters customer loyalty, ultimately leading to a competitive advantage in the market.


Aligning your sales process with your target audience’s buyer’s journey is essential for driving success in today’s competitive business landscape. While the challenges may seem overwhelming, by understanding the buyer’s journey, addressing pain points, and implementing best practices, you can overcome these obstacles and achieve alignment. Remember, the key is to continuously learn, adapt, and optimize your sales process to deliver exceptional experiences that resonate with your potential customers.

The strategic alignment of the sales process with the buyer’s journey represents a critical imperative for businesses navigating the complexities of today’s competitive marketplace. This strategic synergy brings forth a myriad of invaluable benefits that collectively drive success. Here are the main takeaways:

1. Enhanced Customer Experience

The alignment allows businesses to craft a personalized and value-driven customer experience. By keenly understanding customer needs at every stage of their journey, trust and loyalty are nurtured.

2. Shortened Sales Cycles

Seamless alignment naturally leads to shorter sales cycles. Timely information and precisely targeted engagement serve to expedite decision-making processes.

3. Increased Conversion Rates

Personalized communication and bespoke content foster heightened receptiveness among prospects. This translates into boosted conversion rates as prospects progress through their buyer’s journey.

4. Data-Driven Insights

The core of alignment rests upon data-driven insights. Businesses harness data to gain a profound understanding of customer behaviors, preferences, and pain points, thus fueling more effective decision-making and strategy formulation.

5. Enhanced Customer Retention

Recognition that the journey extends far beyond a mere sale underscores the significance of post-purchase engagement. By perpetually delivering value and unwavering support, businesses can cultivate customer loyalty and encourage advocacy.

6. Competitive Advantage

Alignment positions your brand as inherently customer-centric and exceptionally adaptable. This in turn bestows upon your business a distinctive competitive edge in a crowded marketplace.

In today’s dynamic business environment, characterized by empowered, informed, and discerning customers, these benefits collectively shape not only the ability to attract but also to retain clientele. The modern buyer’s journey, marked by its non-linear, self-directed nature heavily influenced by digital channels, necessitates this alignment with the sales process as not merely a strategic option but an absolute requisite.

Incorporating this alignment into your business strategy is not just a prudent choice; it’s a fundamental necessity for remaining relevant and thriving. By proactively understanding your customers’ needs, consistently delivering value at every touchpoint, and fostering enduring relationships, you position your business for sustainable growth and enduring success in the ever-evolving world of modern commerce.

Are you ready to take your sales process to the next level? Contact me today and unlock the full potential of aligning your sales process with your target audience’s buyer’s journey.

Digital Consulting Services is a marketing consultancy firm that specializes in developing revenue-growing marketing programs including websites, SEO and increasing lead volume for small and medium sized businesses.  We understand small business because we are a small business. We will take care of your marketing so you can take care of your business. Click here to learn more about me.

Unlike most marketing consulting firms, we don’t require retainer fees, we are transparent and fully disclose our costs and your RETURN ON INVESTMENT. If we don’t deliver, you don’t pay – it’s that simple.