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Unlock Your Job Shop’s Sales Potential: A Guide to Deal Analysis and Strategy


Are you struggling to maximize your job shop’s sales potential? Do you feel like you’re missing out on opportunities to grow your business? It’s time to unlock your job shop’s true potential by leveraging the power of deal analysis and strategy. In this comprehensive guide, we’ll dive deep into the world of deal analysis, revealing the secrets to understanding your customers, identifying profitable opportunities, and crafting a winning sales strategy. 

Understand Your Customers

The first step in building an effective sales strategy for job shops is to thoroughly understand your target customers. This involves identifying the key customer segments and buyer personas that you want to focus your sales efforts on. 

To do this, you’ll need to conduct in-depth research on your potential customers to determine:

  • Their specific needs and pain points related to their manufacturing and production processes
  • The common challenges and objections they face that your services can help overcome
  • Their buying process and decision-making hierarchy
  • What factors influence their purchasing decisions

Developing detailed buyer personas for each target customer segment will help you tailor your sales messaging and outreach. Focus on how your capabilities directly address their needs and provide value. 

Understanding your customers is an ongoing process. Continuously gather insights into changing needs, trends, and challenges they face. This will allow you to refine your sales strategy over time.

Analyze Deals and Opportunities

Reviewing won and lost deals provides invaluable insights into what’s working and what needs improvement in your sales strategy. Sales leaders should make time to conduct quarterly deal reviews.

Review Won and Lost Deals

  • Gather data on all deals closed (won) and lost over the past quarter. Look at deal value, sales cycle length, product/service sold, salesperson, customer profile, and any other relevant attributes.
  • For lost deals, identify the reasons why, if possible. Common reasons include pricing, competition, poor fit, lack of budget, etc.
  • Compare won and lost deals to identify patterns and trends. Are certain products/services losing more deals? Are specific salespeople closing more or fewer deals? Does deal size or customer profile impact win rate?

Identify Patterns in Successful and Unsuccessful Deals

  • Analyze the data to determine which factors correlate most closely with won and lost deals. Look for patterns and insights you can act on.
  • For example, you may find deals over $50k have a much higher win rate. Or that your newest salesperson closes smaller deals than the team average. 
  • Identify strengths to double down on and weaknesses to improve. Does your sales team excel at closing renewals? Do certain products or customers have lower win rates?

Determine Strengths and Weaknesses of Sales Process

  • Consider if any steps in your sales process are contributing to lost deals. Are proposals taking too long? Is the handoff from marketing falling short?
  • Interview sales team members to get their insights on what’s working well and potential gaps or issues. Incorporate feedback into deal analysis.
  • Regular deal reviews will reveal how your sales strategy is performing. Focus on replicating strengths and improving weaknesses uncovered in the analysis.

Define Your Sales Process

Defining your sales process is key to building an effective sales strategy for job shops. This involves mapping out the overall workflow and identifying the key steps and activities involved at each stage. 

Map Out Overall Sales Workflow

  • Begin by outlining the full sales workflow from initial prospecting to closing deals. Map out the typical touchpoints and steps involved.
  • Identify the main stages such as initial outreach, needs assessment, proposal development, negotiation, and closing. Clarify the objective of each stage.
  • Consider what activities need to happen at each point, such as emailing prospects, conducting discovery calls, sending quotes, negotiating contracts, etc. 
  • Visualize the workflow in a flowchart to clearly see the path and sequence. Identify any decision points or branching logic. 

Identify Key Steps and Activities

  • Break down the workflow into more detailed steps and activities. 
  • Determine the key interactions and tasks sales reps must complete in order to successfully move prospects through each stage.
  • Identify required collateral, data inputs, decisions, documents, and systems usage at each step.
  • Outline the criteria that indicates when a prospect moves to the next stage. Define sales readiness gates.
  • Document the timeline and cadence for typical sales cycles. Track how long each stage takes.

Develop Scripts and Collateral

  • With the workflow and activities defined, develop scripts, templates, and tools for each step.
  • Create email templates, discovery questionnaires, proposal formats, pricing models, and contracts. 
  • Outline call guides and scripts to equip reps to effectively manage interactions. Provide objection handling techniques.
  • Produce support materials like brochures, product one-pagers, and presentation decks to aid in selling.
  • Arm reps with the information and materials needed to guide prospects through each stage.

Build a Consultative Sales Approach

A consultative sales approach is key for job shops to provide value and build partnerships with customers. This involves taking a consultative mindset of understanding the customer’s needs and providing expertise, rather than just promoting services.

Some tips for building a consultative approach:

  • Ask probing questions to fully understand the customer’s needs, challenges, and goals. Don’t assume you know. Ask open-ended questions and actively listen.
  • Provide industry expertise and technical knowledge. Customers will value your perspective on their unique situation. Offer insights based on your experience.
  • Position your services as solutions to the customer’s needs. Explain how your capabilities can help them achieve their goals. Focus on the value you provide.
  • Educate customers on options so they can make informed decisions. Offer pros and cons of different approaches instead of just pushing one solution. 
  • Be a trusted advisor, not just an order taker. Offer recommendations tailored to each customer’s needs. Help guide them to the right solutions.
  • Follow up consistently and continue the conversation. Check in on progress and changing needs. Find opportunities to add value.

With a consultative approach, you demonstrate genuine commitment to customers’ success. This builds trust and partnerships that drive long-term business.

Continuously Improve Strategy

To maintain a successful sales strategy, you must continuously track metrics and refine processes over time. Here are some tips:

Track metrics on leads, opportunities, and conversions. Carefully monitor your sales funnel metrics to identify bottlenecks or areas of opportunity. Analyze win/loss ratios, lead to opportunity conversion rates, opportunity to sale conversion rates, and cycle times. Tracking metrics will reveal what’s working and what needs improvement.

Identify areas for optimization. Use your metrics to pinpoint parts of your process that can be optimized. Look for ways to improve lead follow-up processes, opportunity nurturing tactics, proposal development, pricing models, and any other sales processes. Analyze if any changes in strategy lead to better metrics.

Refine processes, scripts, and collateral. Use insights from your metrics to refine your sales playbooks, scripts, presentation decks, pricing models, and any other sales enablement tools. Continuously refine your training and onboarding processes as well. Work closely with sales reps to identify friction points and iterate on processes.

By continuously tracking metrics and optimizing strategies, you can ensure your sales processes remain effective over time. Regularly refine tactics to boost conversions, shorten sales cycles, improve win rates, and meet revenue goals.

Leveraging CADDi Drawer for Deal Analysis

CADDi Drawer, a tool for organizing and analyzing technical drawings, can be a valuable asset in conducting thorough deal analysis for job shops. By providing a centralized platform to manage and review customer drawings, CADDi Drawer streamlines the process of identifying trends and insights from past deals.

When analyzing won and lost deals, job shops can utilize CADDi Drawer to:

  1. Organize and tag drawings by customer, industry, product category, and deal outcome. This allows for quick filtering and comparison of drawings associated with successful and unsuccessful deals.
  2. Collaborate with the sales team to annotate drawings with key information about the deal, such as pricing, competition, customer requirements, and reasons for winning or losing. This contextual data enhances the insights gained from the visual components.
  3. Identify common features, shapes, tolerances, materials, or manufacturing processes present in drawings from won deals. This helps pinpoint the shop’s competitive advantages and sweet spots to emphasize in future sales efforts.
  4. Detect patterns in drawings from lost deals, such as frequently requested capabilities the shop struggles to accommodate. This highlights areas for capability expansion or targeted marketing to better align with customer needs.
  5. Measure and compare the complexity of drawings across different deal outcomes. This provides data-driven insights into the shop’s ideal project complexity and how it impacts win rates.

By integrating CADDi Drawer into the deal analysis workflow, job shops gain a powerful tool for uncovering actionable insights to optimize their sales strategy. The platform’s ability to organize, analyze, and contextualize technical drawings enhances the depth and impact of deal review insights, leading to better-informed strategic decisions.

Equipped with a robust deal analysis process and the right tools like CADDi Drawer, job shops can effectively harness the power of past project data to drive future sales success.

Ready to see CADDi Drawer in action? Get a personalized demo.

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