I was in the middle of negotiating yet another snack with my toddler when my phone buzzed. A client had emailed me with a question about how to streamline their sales process, and before I could respond, another notification popped up — this time, a DM from someone asking how to book a call.

Before I could finish typing a response, my toddler yelled, “MOM, LOOK!” — which, as every mom knows, could mean anything from “I drew on the walls” to “I found a rock.”

Trying to juggle client messages, emails, and snack requests all at once, I realized something: Why does making a sale feel so chaotic?

For the longest time, my sales process looked something like this:

• Someone inquired on Instagram.
• I manually typed out my services (while cutting grapes into tiny pieces).
• They asked, “How do I book?” (Good question, I wasn’t sure either.)
• I sent a random PayPal link.
• I forgot to follow up.
• The sale disappeared into the void.

Here’s the thing… the problem isn’t that we need to work harder — it’s that we need a better system.

If you’ve ever felt like making sales is way more complicated than it should be, this post is for you!

🎧 Prefer to listen? This post is based on Episode 16 of the Waves of Impact Podcast! Click below to tune in!

3 Simple Ways to Streamline Your Sales Process

If making sales in your business feels exhausting, it’s not because you’re doing something wrong—it’s because you need to streamline your sales process so it works for you, not against you.

Without a clear system, every inquiry, follow-up, and sale feels like a scattered mess, leaving you overwhelmed and always playing catch-up.

The good news? You don’t have to stay stuck here. If you want to make consistent sales without feeling like you’re running a full-time customer service desk, you need a system.

Let’s break down what’s causing the chaos and how to streamline your sales process so sales start feeling easier and more consistent.

1. Stop Selling in the DMs — Send People to ONE Place

🚨 The Mistake:

• Every sale feels like a treasure hunt, except you don’t have a map.
• You’re closing sales in 10 different places — DMs, emails, PayPal, Venmo.

✅ Here’s The Fix: Have ONE clear place where all your sales happen.

• If you sell services → Set up a booking page (Calendly, Acuity, HoneyBook).
• If you sell digital products → Use a sales page (Kajabi, ThriveCart, Shopify).
• If you sell coaching or memberships → Create an automated checkout page.

Imagine instead of typing out the same info every single time, you could just say: “Hey! I’d love to work with you. Here’s the link to book your spot.”

Boom. Done. No more back-and-forth.

2. Automate Your Follow-Ups (So Clients Don’t Ghost You)

🚨 The Mistake:

• You’re manually reminding people to book, and it feels like herding cats.
• A potential client says, “I’m interested!” — and then disappears into the abyss.

✅ Here’s The Fix: Let automation do the follow-up for you.

Here’s what a simple email automation looks like:

• Someone signs up for your freebie → They get an email with instant value.
• A few days later, they get a follow-up email with testimonials (building trust).
• Then, they get a reminder to book a call or buy your offer.

You’re warming up leads and making sales — all while you’re making yet another PB&J and singing The Wheels On the Bus for the hundredth time. #freedom

3. Make Your Website Do the Selling for You

🚨 The Mistake:

• Visitors land on your site, get confused, and leave.
• Your website is a digital brochure, not a sales tool.

✅ Here’s The Fix: Your website should be working harder than you are.

• Clear messaging that speaks to your ideal client.
• Strong CTAs (Call-to-Actions) that guide visitors to book or buy.
• A lead magnet so you can capture emails from visitors who aren’t ready to buy yet.

Imagine waking up to an email that says, “You just made a sale!” — and realizing your website did the work for you. That’s the goal!

Final Thoughts: Make Selling Easier (Without Working More!)

If your sales process feels overwhelming, the problem isn’t that you need to work harder — it’s that you need a better system.

Here’s A Recap Of The 3 Simple Ways to Streamline Your Sales Process:

1. Send people to ONE place to book or buy — stop selling in the DMs.
2. Automate your lead nurturing, so you’re not constantly chasing clients.
3. Make sure your website is doing the selling for you — not just sitting there looking pretty.

Want to fix your sales process and start selling with ease? I’ve got you! Download my FREE Perfect Customer Journey Map — a step-by-step guide to identifying and fixing the gaps in your website so it actually attracts and converts your ideal clients.

💬 Which sales tweak are you implementing first? Let me know in the comments or tag me on Instagram @JessieRichardsDesigns!

Remember — you’ve got this, and I’m here to support you every step of the way. Entrepreneurship is messy sometimes, but to succeed and truly reach your goals, you’ve got to be willing to ride the waves!