
What Is the Sales-Marketing Mountain?
In business and marketing, having a framework to follow your customer acquisition journey can be an invaluable tool when it comes to measuring the success and outcomes of individual marketing and sales strategies.
You may already be familiar with popular sales and marketing concepts, but unsure on which order to implement them.
At SMITU Coach, we use what we call the Sales-Marketing Mountain. The principle is simple, every business starts their journey at the bottom of the mountain where nobody is aware of them. Gradually, they climb their way up the mountain, moving to different strategies which act as checkpoints.
It may sound simple on paper, but having a framework like this is helpful to visualise where your business is, how far it has come, and what you need to do during your customer acquisition journey.
But just what are these flags, and what can you do climb past them all the way to the top?
Thankfully, we’re here to help guide you along each step from bottom to top!
Flag 1. Unaware of You
The initial stage of every business's journey up the Sales-Marketing Mountain begins when the market is completely unaware of its existence. This is perhaps the steepest part of the climb, as establishing initial visibility can be daunting. We’ll assume that you already have a website at this point.
Strategies:
Content Marketing: Create valuable content that addresses the needs and questions of your target audience. This can include blog posts, videos, and infographics that can be shared across various platforms.
Search Engine Optimisation (SEO): Optimise your website and content to rank higher in search engine results, making it easier for potential customers to find you when they search for related topics.
Social Media Presence: Establishing a strong social media presence to connect with and engage your target audience. Regular updates and interactions help make your brand more visible and approachable.
Flag 2. Paid Ads
Once you’ve gained some initial visibility, the next step is to reinforce your presence in the market through paid advertisements. Paid ads help in reaching a broader and more targeted audience quickly. It should be noted that this is an optional step in the journey, but it should be considered, nonetheless.
Strategies:
Google Ads: Invest in PPC (pay-per-click) campaigns targeting keywords that potential customers are likely to use when searching for your services.
Social Media Ads: Platforms like Facebook, Instagram, and LinkedIn offer powerful targeting options to reach specific demographics or interests, making your ads more relevant.
Retargeting Campaigns: Implement retargeting campaigns to bring back visitors who didn't convert on their first visit. This helps increase the chances of turning them into leads by keeping your brand top of mind.
Flag 3. Reviews/Case Studies
Building trust and credibility is essential as you move up the mountain. Prospective clients need evidence that your business delivers on its promises.
Strategies:
Gather Testimonials: Actively seek out testimonials from satisfied customers and display them prominently on your website and social media.
Publish Case Studies: Showcase detailed case studies that demonstrate how your service has helped other businesses improve. This not only provides proof of your competence but also gives prospective clients a clear vision of what they can achieve with your help.
Online Reviews: Encourage your happy customers to leave positive reviews on platforms like Google My Business, Yelp, and industry-specific review sites. Monitor these sites regularly and respond to reviews to show that you value customer feedback.
Flag 4. Website/Landing Page
After attracting potential customers’ attention, your website or landing page serves as the next crucial touchpoint. It needs to not only capture their interest but also guide them towards taking a desired action, such as making a purchase or signing up for more information.
Strategies:
User Experience (UX) Optimisation: Ensure that your website is easy to navigate, loads quickly, and is mobile-friendly. A seamless user experience reduces bounce rates and encourages users to stay longer on your site.
Strong Calls-to-Action (CTAs): Use clear and compelling CTAs that guide visitors on what to do next. Whether it’s subscribing to a newsletter or scheduling a consultation, make the next steps obvious and easy.
Conversion Rate Optimisation (CRO): Regularly test different aspects of your landing pages (like headlines, images, and CTAs) through A/B testing to determine what converts best and refine your approach accordingly.
Flag 5. Organic Social Media
Utilising organic social media effectively involves more than just posting regularly. It’s about creating engagements and building relationships that foster community and drive traffic back to your site.
Strategies:
Engaging Content: Post content that resonates with your audience—this could include tips, industry news, behind-the-scenes looks, and user-generated content. The goal is to encourage likes, comments, and shares.
Consistent Brand Voice: Maintain a consistent voice and style that reflects your brand's personality. This helps in building a recognisable brand image across all your social channels.
Interactive Elements: Use polls, quizzes, and questions to encourage interaction. Live videos and stories can also be highly effective in creating real-time engagement.
Flag 6. Direct/Physical Mail
In a digital world, direct mail can seem outdated, but when used correctly, it can be a powerful tool to cut through the noise and reach customers directly in their homes.
Strategies:
Targeted Mailings: Use customer data to segment your audience and tailor your mailings to specific needs and preferences. This personalisation makes your messages more relevant and likely to be well received.
Creative Presentation: Stand out with eye-catching designs and tangible items that can be held, felt, or interacted with, like magnets, stickers, or booklets.
Incorporate a Digital Aspect: Include a QR code or a unique URL to bridge your physical and digital marketing efforts. This can lead recipients to a special offer, a video, or a landing page, allowing you to track the effectiveness of your campaign.
Flag 7. Email/SMS/Social Nurturing
Once you’ve captured the interest of potential customers, the next challenge is nurturing those leads to keep them engaged and moving them further along the customer journey towards making a purchase.
Strategies:
Segmented Email Campaigns: Tailor your email content based on user behaviour and preferences. Segmentation allows for more personalised and relevant messages, increasing the likelihood of engagement.
Regular Updates and Offers via SMS: Utilise SMS for timely notifications and exclusive offers. Its direct nature can help capture attention quickly.
Continuous Social Media Engagement: Keep the conversation going on social media. Respond to comments, share relevant content regularly, and use these platforms to inform followers about new products, services, or updates.

Flag 8. New Lead
Converting interested prospects into leads is crucial. This stage requires a focus on demonstrating value and trustworthiness to motivate a more committed relationship, like sharing contact information or engaging in a sales dialogue.
Strategies:
Lead Magnets: Offer something of value in exchange for contact details, such as a free ebook, a webinar, or a sample product. Ensure that the offered lead magnet is highly relevant and valuable to your audience.
Quick Response Times: When prospects show interest, respond quickly. A fast response time can significantly increase the likelihood of converting a lead.
Personalised Communication: Use the information provided by leads to tailor communications and offers, making each interaction feel more personal and less like a generic sales pitch.
Flag 9. Initial Phone Call
The first phone call with a potential customer is pivotal. It’s your opportunity to build a relationship, assess needs, and position your offerings as the solution to those needs.
Strategies:
Preparation and Research: Before the call, prepare by reviewing the lead’s history, past interactions, and needs. This shows that your business values their potential and understands their unique challenges.
Active Listening and Open Questions: During the call, focus on listening to understand their needs fully. Use open-ended questions to encourage discussion and clarify details.
Clear, Value-Focused Communication: Clearly articulate how your services or products meet their needs. Highlight benefits and real results instead of just features.
Flag 10. System Design
At this stage, the potential customer is seriously considering your services, and you must present a customised solution that perfectly fits their needs. This is about demonstrating capability and professionalism.
Strategies:
Customised Proposals: Create tailored solutions that address the specific requirements and pain points of the client. Use the information gathered during initial interactions to build a compelling, personalised proposal.
Demonstrations and Samples: If applicable, offer a demo or a sample of the product or service. This tangible experience can help the client better understand the value and quality of your offering.
Consultative Approach: Position yourself as a consultant rather than just a vendor. Offer expert advice and options, helping them to make the best decision for their business.
Flag 11. Quoting and Procurement
This phase involves negotiating terms and finalising the deal, which requires transparency and trust. The goal is to ensure that both parties are satisfied with the terms and that the value of the agreement is clear.
Strategies:
Transparent Pricing: Clearly explain pricing structures and what each cost entails. Avoid hidden fees to build trust.
Flexibility: Be prepared to negotiate and offer flexible terms when possible. This could include payment plans, discounts for larger orders, or value-added services.
Efficient Processes: Streamline the procurement process as much as possible. Use digital tools for quick and easy document exchanges, approvals, and communications.
Flag 12. Invoicing and Aftercare
Once the deal is closed, it’s critical to maintain a high level of service through efficient invoicing and excellent aftercare. This ensures not only satisfaction with the current transaction but also lays the groundwork for future business.
Strategies:
Prompt Invoicing: Send invoices promptly while the details are fresh. Ensure that the invoice is clear and corresponds exactly to the agreed terms.
Follow-Up: Check in after the sale to ensure that the client is satisfied with the product or service. This shows that you care about more than just the sale.
Support Services: Provide accessible customer service and support for any questions or issues that arise post-purchase.
Flag 13. Repeat Orders and Referrals
The ultimate goal is to not only satisfy customers but delight them to the point they become repeat buyers and enthusiastic referrers, thus helping your business climb further up the mountain.
Strategies:
Loyalty Programs: Implement loyalty programs that reward repeat purchases, encouraging customers to come back.
Referral Incentives: Encourage satisfied customers to refer others by offering incentives, such as discounts or special offers, for each successful referral.
Continuous Engagement: Keep in touch with clients through regular updates, newsletters, and exclusive deals. Remain at the forefront of their minds as a trusted provider.
To cap off, navigating the Sales-Marketing Mountain is a journey that requires strategic planning, execution, and ongoing engagement. By understanding and applying the right strategies at each stage—starting from gaining visibility to securing repeat orders and referrals—you set your business on a path to growth and success.
Remember, the peak is not just reaching the sale but fostering relationships that lead to sustained business. At SMITU Coach, we are committed to guiding you up this mountain, ensuring that each step is met with expertise and support.
If you want expert learning materials, tools, and coaching to enhance your business operations, check our services page to see how we can guide you along your path to further success.