The 1,062 Words Guide To Creating An “Almost Perfect” & Automated Sales Process

First, a teaser. I’m working on a brand new training program on how to build an effective blog that generates leads, gets comments & builds an audience. Watch out for that..

anyhow – while working on it, I was thinking about the sales process that I created for my first product and wondering if there’s anything I can tweak to make it better.

THEN, I figured that many of you might be thinking about creating and offering a product of your own, SO… this is what this post is all about and I hope you find it useful.

The Anatomy Of An “Almost Perfect” Sales Process

Take note that the ONLY reason I said “almost perfect” is because I believe everything can be improved. After reading this guide on creating your own sales process, you can take it and tweak it however you see fit.

So with that said, let’s go..

The Source & Why It Matters..

The very first thing you might wanna consider when creating your sales process is where you’re gonna be getting traffic from. The source of your traffic may WILL affect the amount of people you convert into buyers.

For example, if you’re getting traffic from PPC then the visitors that you’re trying to convert into buyers PROBABLY don’t know who the hell you are, so they’ll be a bit more skeptic about what you’re offering.

As oppose to driving traffic from your own email list or blog, where conversions will be a lot higher since they know you and trust you (hopefully).

This is our advantage as bloggers.

We are constantly adding value to the marketplace, we are constantly creating an audience, and we are constantly building our list of targeted prospects.

If you’re thinking that the stuff you’re doing right now is a waste of time, YOU ARE DEAD WRONG!!

Everything I’ve been sharing with you about Creating Special Reports and creating an Ideal Lead Generation Process is all part of a bigger picture. I want you to KNOW (if you don’t know already) that you have something people will PAY YOU to learn – either one-on-one or through a training program.

If you continue adding value and building your blog TODAY, then TOMORROW you will have the resources, connections, audience and authority necessary to GET PAID for what you have to offer.

Yea.. I know I went a bit off-topic there, but I felt it needed to be said..

Let’s move on..

The Offer..

The next step in the process is to present them with an offer.

This is where a lot of people drop the ball, but luckily you won’t because you’re reading this :0)

There’s a lot that goes into getting people to buy your stuff, but I find that there are also some key principles that NEVER change.

1. Give them what they WANT – I know it sounds simplistic, but hardly anyone does this. Most people first create a product that they THINK people want to buy without doing their research and making sure anyone will buy it.

BIG mistake! – when selling ANYTHING, you want to come across as a “Giving Person” for lack of a better description. When you create something and then try to convince people to buy it, CONGRATULATIONS! – you’ve just become the annoying sales person we all hate.

2. Make them an offer they’d be CRAZY to refuse – It’s all in the OFFER.. forget Copywriting for now, forget whether you’re gonna use text or video in the sales page, forget what color you want the graphics to be, forget EVERYTHING and craft an offer that provides 10X more value than the price and people will buy. (assuming it’s something they want)


The Process + Some “Little-Known” Secrets..

Since I know you all love these graphics… I made this just for you.

Right under the image, you’ll see an embed code that you can use to put it on your blog if you wanna tell your readers about the process.


<em><a href=”” target=”_blank”><img src=”” width=”550″ height=”200″ border=”0″ /></a></em>

Cart abandonmentSecret #1 – You might be wondering, “why are you capturing the contact information after the see the offer page?” – Two words. CART ABANDONMENT.

Not everyone who clicks the ADD TO CART button is going to buy, (that’s a shocker isn’t it?).

This is called cart abandonment, but you can reduce the amount of people who don’t buy right away simply buy adding an opt-in form before they purchase. If they don’t go through with the purchase, a simple email reminding them that the “payment is not yet complete” might give you an extra small boost in sales.

If you’re using Amember like me, then this is done automatically – however, if you don’t have any member management software, then I suggest placing a regular autoresponder opt-in form between your offer page and your payment page.

Secret #2 – After the payment is made, I highly recommend sending your new customers to a separate list of Buyers. This is great to do, because when you release new products, services or reports, you know where your valued customers are so you can give them special discounts and first dibs on free stuff.

The Download Page..

This is why I love Amember.

It gives everyone who buys, their own Username & Password so that I can have a protected area to place all of my downloads. Security is very important when creating your sales process.

So, whenever you’re ready to get into creating your own digital products, you should consider investing in a members script like Amember for increased security.

That’s about it.. I hope you got a lot out of this post.

On my last long post Terry Tiessen said, “…You are certainly correct when you said it would be a highly valuable post, I have got less in paid reports...”

I want to recreate that many times over, and there’s more to come.

972 words later.. I want to ask you to please retweet this post, and share it with your friends on facebook using the buttons on top. & leave me your comments below..


Are you thinking about creating a product soon?

Are you stuck on What To Create? – let me know, and I’ll try my best to help you out..

Talk soon

. . . . . . . . . . . .

P.S. don’t forget to sign up for the 8-part inbound marketing course


build your audience guide


  1. says

    Hey Hector,

    You just hit this post out of the park! It took me a long time to find a process like this. I have to say that you just saved atleast a week of researching. Thank you for taking the time and putting this together and for the resources.

    Chat with you later…

    PS. I’ll be back to syndicate this content.

  2. Rawi Saeda says

    Hi Hector,
    thank you for offering great deal for us to learn great, I think and sure that wherever a beginner may be if he may have access and comprehend such post one day he might become great network marketer. You one extra hard worker, thank you one more again.
    Yours Rawi Saeda.

  3. says

    Hi Hector,

    Cart abandonemnt…yes, I am familiar with someone saying they will buy then pulling back. A simple reminder email is a great ideas to gain a few more sales that are wandering out there without a subtle nudge. Never underestimate the power of suggestion.

    As you noted never go with the aggressive sell. Whatever you chase, flees.

    Thanks for sharing your sales process insight :)

    Ryan Biddulph

  4. says

    This is a great tip, and I’ve been doing some further research since I read your article.

    What I’m wondering is if adding an email optin before redirecting to the sales page would stop some sales. I mean, it’s one more step that the user has to do before purchasing.

    Anyway, I’ll give it a try and see how it goes. Do you have any suggestion of what copy to use when sending the reminder email? I plan to send one after one day and another one after 4 or 5 days stating that “we saved your shopping cart if you want to continue with the purchase” or something like that.

  5. says

    This is a great resource! I was thinking about making an eBook once I’ve reached the 1,000 subscribers mark. This page is getting bookmarked. I would have never thought about having the page redirect to a goodies page once the reader has made her purchase. Sounds like a good idea!

    I checked out the program that you mentioned. What kind of membership page are we talking about? It looks interesting and must be valuable if it’s so expensive.

  6. says

    Hi Hector,

    Has anyone ever told you that you are really awesome as far as step-by-step tutorials on how to do something. The visuals are terrific too, especially for us “visual” people who love books with pictures 😉

    Great job!


  7. Hector Cuevas says

    Ilka, I think you’re the first to ever share that with me.. so THANK YOU :0)

    glad you liked the visuals
    talk soon

  8. Hector Cuevas says

    Christina.. glad you liked the post

    Amember is KNOWN to be a membership site script, but it can be used for ONE TIME payments as well. The reason I use it is because it allows me to create a secure page that can only be accessed by customers. I also use a separate plugin called amProtect that connects my amember script with wordpress – so I can have a wordpress blog be my members area.

    It’s all technical mumbo jumbo, to be honest, you can easily get an accunt at e-junkie and sell thru their system (which I haven’t used myself) – I just know that one day I’m gonna have a membership site and I’d like to have a script that can do that..

    hope that helps.

  9. Hector Cuevas says

    Javier, that’s a great question and the best thing you can do is to add a bar at the top that says, STEP 1 of 3 so that it looks like it’s part of the process.

    Some autoresponder services require you to tell them they’re being added to a list – but, I think you can fly under the radar (you didn’t hear that from me)

    Well.. as far as the copy, something simple like “I noticed you didn’t complete the payment. It was probably something wrong with the cart. Everything should be working smoothly now. Click here to finish payment”

    Hope that helps..

  10. says

    Hector good luck with your new training program on how to build an effective blog that generates leads, gets comments & builds an audience.

    As always great post and feedback!!

  11. says

    That’s what I was planning. Clickbank allows to put a custom header, so if they approve the image I can place progress bar there.

    Plus you can pass the email to the Clickbank’s order form by adding ? at the end of the URL, so that should make the process of optin invisible to the user.

    Thanks for the copy suggestion

  12. says

    Great post Hector! I love the way you crush this post 😀 also the idea of creating another list for new customers is the best. Thanks for sharing! Take care.

  13. Hector Cuevas says

    No problem bro.. glad you enjoyed the article

    Thanks for the comment and the share
    talk soon

  14. Hector Cuevas says

    Ryan, “whatever you chase, flees” – that’s a great point and that’s why you REMIND them that the payment wasn’t completed yet..

    thanks for sharing bro

  15. Hector Cuevas says

    Samuel, yes.. you definitely want to segment your buyers list

    glad you enjoyed the article
    talk soon

  16. Hector Cuevas says

    Hey Carstarphen..

    Glad you liked the post – thanks for your comment man
    talk soon

  17. Hector Cuevas says

    You can try that Javier.. that’s a great idea. Hopefully they approve that image.

    Good luck

  18. says

    Hi Hector,

    amazing blueprint. I especially embrace the idea of creating a product that people want rather than convincing them that they need my fancy new product.

    Thanks for sharing.

    Take care


  19. says

    Hey Hector,

    Thanks for letting us “cheat” off of ya, my friend. This is the first time I have heard of “cart abandonment” – quite a funny term methinks, along the same lines as “buyers remorse” Thanks for letting me know about Amember too. I’ve been looking for around for a membership website service.

    Take care,

  20. says

    Hey Hector,

    I love the “cart abandonment” picture, it gets you thinking that many people start thinking they need something but then did not finish their thoughts on why….or maybe they did. Who knows, each person is a little different. Thank you for the great step by step post.

  21. says

    Hi Hector!

    Awesome, awesome, awesome post! I’m in the middle of creating another product right now and I got so many great nuggets out of your diagram and guide. I’m absorbing your Funnel Secrets program now too!

    Thank you for ALL the awesome information!


  22. says

    Hey Hector,

    This is what I call pure awesomeness!

    I have made some changes with my blog and this is exactly what I need to help with generating leads to my blog.

    Thank you!

    Tommy D.
    MLM Prospecting Hero

    [WORDPRESS HASHCASH] The poster sent us ‘0 which is not a hashcash value.

  23. says

    Hi Hector, the things you mentioned here are eye openers for me!

    I agree I am also guilty on clicking the Add to Cart button even if I will not be buying, but I did not know that it was called Cart Abandonment :) Thanks also for letting us know about Amember. I wasn’t aware of it before.

  24. says

    I really loved your suggestion of sending “cart abanders” to another opt-in form. I think it’s a brilliant idea, considering that they might still have a strong interest on what you have to offer, just might need some time.

    Great post, Hector.

    Ana Hoffman

  25. says

    Great content Hector…so many great tips throughout. You should follow up with a post about “The Psychology of Cart Abandonment”…that could be very amusing! :)


  26. Hector Cuevas says

    Felicia.. I’m glad you enjoyed the post.

    Yea, it’s a weird name for it – but that’s what it is :0)

    thanks for you comment
    talk soon

  27. Hector Cuevas says

    Wayne.. no problem man.

    Yea those are weird names, but those things need to called something in order for us to understand them, right? :0)

    Amember is a cool script, I recommend it to anyone. Let me know if you need help with anything bro.

    Talk soon

  28. Hector Cuevas says

    Stephan, no problem man. Let me know how that goes for you.

    Thanks for stopping by
    talk soon

  29. Hector Cuevas says

    Thanks Oliver,

    Exactly.. that’s how it needs to be done. Or else you’ll be stuck with something no one wants. :/

    thanks for your comment
    talk soon

  30. Hector Cuevas says

    Thanks Karen.. I’ll add that to my Post Ideas :0)

    thanks for your comment
    talk soon

  31. Hector Cuevas says

    That’s exactly the point Ana.. they thought about it and said “uuh, not right now..” but when you send them the reminder.. they might make the purchase.

    Thanks Ana… for your great comment

    talk soon

  32. Hector Cuevas says

    Glad you enjoyed the post Mavis..

    I’ll be sure to make the next one even better :0)

    talk soon

  33. says

    Very useful info Hector. It is so true that many folk try to sell what they like and think is good, without researching to see if people out there want it.

    all the best
    Charlie Holles

  34. says


    As always great content!! I love how you break down the sales process and share some golden nuggets if you will.. Keep sharing and have an awesome weekend!!

  35. says

    Wow, you are really shelling out the real goods here. Yours is a truly informative blog and I use your posts like a text book, often referring back and referring MY students to read your stuff. Thank you and please don’t stop!

  36. Hector Cuevas says

    Hey Charlie..

    That’s exactly right.. Business should always be market-based – they tell you what they want, you hand it over (with a price tag) :0)

    thanks for stopping by

  37. says

    Excellent “how to” tutorial Hector!

    Great advice on sending your new customers to a separate list of buyers. The idea setup is once they buy they are moved from the original opt-in list to another one that consists of “buyers”

    Many marketers do not do this, or they only do it half way, that is they will add you to a “buyers” list but not remove you from the original list.

    Thanks Hector for the tutorial.


  38. Hector Cuevas says


    Wow.. I really appreciate your comment and the sharing your doing. Thanks for that. I’m glad you’re getting a lot out of the content..

    talk soon

  39. Hector Cuevas says

    Chadrack.. that’s why I’m here – I do stuff and then I show you guys how I did it..

    thanks for stopping by

  40. Hector Cuevas says

    Hey Pete..

    Oh yea.. I forget to mention that in the post (I might go back and add that today)..

    but that’s a great point. Many people make that mistake and start sending their customers twice as many emails because they’re on both lists.. (NOT GOOD)

    thanks for you comment
    talk soon

  41. says

    Thanks for the response, Hector. Sounds interesting. I’ll have to check it out.

    I could probably use it to sell my eBooks once they launch. I was also thinking about creating a membership forums years down the road. Would they handle forums as well or just membership blogs?

  42. says

    I think a big part of it is being persuasive and meeting peoples emotional needs. Offers are only one part of the picture.

  43. says

    Hi Hector, WOW!!! your blog is GREAT!! I’ve only just started with mine (thank God it’s not naked!!!) and am working on creating a content pack to giveaway! I’d love your input since you seem very knowledgeable of what people actually want, not having any subscribers yet makes it hard to ask them!



  44. says

    Hey Elle, glad to have you hear :0)

    Your blog looks really good and very professional. Now, about your giveaway – you’re not gonna like this answer but, it depends.

    It depends who your target market is. Looking at your blog for 2 minutes I see that you’re about personal power and endless possibilities – but I also see that you talk about marketing and family.

    It’s a good idea from the very beginning to clearly define WHO we’re going to be talking to – and you can figure that out by asking who will ultimately be buying your products and/or services.

    When you define that, you can start creating content (blog posts and giveaway alike) that attracts that target market..

    hope that helps :0)
    talk soon & thanks for the comment

  45. says

    I might do a product but first want to get some readers regularly checking out my site so the product launch wont be a big bust.

  46. says

    Can anyone share a checklist in setting up a online business especially about the step by step process that will create a good sales on my online business? I really wanted to know more about this.

  47. says

    Wonderful tips. To make great sales you have to establish a good relationship with your customers. You have to gain their trust so that they can also trust your products. That is why the people on your list can be such a good target for your the sale of your products.

  48. says

    This is so true! to have a successful and easy sale you MUST have a good product.
    Very interesting post, I enjoyed reading it. By the way do you draw the figures in your post yourself? I found them professional, high quality and relevant.

  49. says

    Hello! I understand this is kind of off-topic however I had to ask.
    Does running a well-established blog like yours
    require a lot of work? I’m completely new to blogging however I do write in my diary daily. I’d like to start a blog so I can easily share my experience and thoughts online.
    Please let me know if you have any kind of ideas or tips for brand new aspiring bloggers.

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