Your Process Problem Is a Sales Problem - Here’s How to Fix It with Devin Lee

In this episode, I talk with Devin Lee, systems strategist and the Founder behind helping overwhelmed business owners create custom processes that simplify operations. Devin specializes in transforming chaos into clarity, enabling businesses to scale efficiently without hitting plateaus. She shares her expertise in streamlining workflows, automating tasks, and implementing effective delegation strategies to enhance client experience and boost revenue.

Devin dives into her journey from professional organizing and virtual assisting to becoming a sought-after business management expert, explaining why efficient systems are essential for growth. She also highlights common inefficiencies in service-based businesses, the critical role of first impressions in sales, and the importance of automating client onboarding to create lasting positive experiences.

Key takeaways:

• Effective systems are foundational to scaling a business without burnout.
• Overly manual processes can harm sales, client relationships, and retention.
• Automating routine tasks and delegating effectively frees up creative space for strategic growth.
• Business owners often become bottlenecks by holding onto tasks rather than empowering their teams.
• Regularly mapping out processes helps identify inefficiencies and areas for improvement.

Sales as Service Challenge - Join In! 

This week’s Sales as Service Challenge is to do a 15-minute Process Audit in your business.

Here’s how to do it: Choose one core process - this could be client onboarding, scheduling sales calls, or delivering your service. Write down every single step in that process. (You’re likely doing more than you realize!)

Identify:

- What can be automated?

- What can be delegated?

- What do you actually need to own?

Streamlining even one process can save you time, create a better client experience, and remove unnecessary friction from your sales cycle. Take the challenge and let me know how it goes - DM me on LinkedIn or Instagram! #SASChallenge

Want to connect with Devin? Visit her website at DevinLee.com, where you can subscribe to her highly recommended newsletter, or find her on LinkedIn to explore more insights into systematizing your business for sustainable growth.

Resources Mentioned in this week’s episode:

Airtable Relationship Management Template: https://devinlee6.gumroad.com/l/relationship-database-auto

Airtable (Recommended Tool): https://www.airtable.com

Zapier (Automation Tool): https://zapier.com 

Have an episode idea? DM me on LinkedIn and let me know!

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Nothing happens in business — or life — until someone says hi. That's the philosophy behind Tam Smith's work as founder of Studio Three 49.

As a Sales Growth Strategist, she helps service founders build relationship-first sales systems through focused 1–3 day intensives — so they can stop relying solely on referrals, no cold pitching required. With 15+ years in sales leadership, Tam believes sales is an act of service. It's about what you give, not what you get. And when you serve well, the results always follow.

When she's not working with clients, you'll likely find her rock climbing or mapping out her next adventure with her Supermutt, Ila, in Durham, NC.