SellingUpdated 11 min read

Kaizen: get 1 percent better at selling, one change a week

Kaizen is Japanese for improvement, and in practice it means small changes made by the person doing the work, kept only when the numbers say they helped. For a seller that's one change a week to your calls, follow-ups or meetings, checked against last week. Small fixes pay more in sales than they look, because the steps of a sale multiply.

What kaizen means

Kaizen means improvement. Merriam-Webster traces the word to the Japanese kai, "change", and zen, "good", and defines it as continuous improvement through small, consistent changes that add up over time. The person doing the work makes the change, one at a time, and keeps it only if it helps. If you sell, that's one change a week to your calls or follow-ups, checked against last week's numbers.

The idea grew up in factories. Toyota's production system page says every one of its employees carries out small, daily kaizen. The Kaizen Institute, which Masaaki Imai founded, says his 1986 book Kaizen: The Key to Japan's Competitive Success is what brought the word to the Western world.

You don't need a factory. You have a process: who you call, what you say in the first ten seconds, when you follow up, how fast a proposal goes out. You have numbers for each part, and you're the one doing the work. That's everything kaizen asks for.

A big overhaulKaizen
SizeNew script, new list and new tool at onceOne line, one time slot, one habit
When it startsNext quarter, once it's plannedThis week
What it costsWeeks of setupAn afternoon
How you know it workedYou can't tell: five things changedOne change, one number to check
If it failsA lost monthYou drop it on Friday

1 percent better: why small fixes add up in sales

Get 1% better every day for a year and you finish 37 times better. That's the sum on James Clear's continuous improvement page, and it's just 1.01 multiplied by itself 365 times. Run it the other way, 1% worse a day, and the same sum leaves you with less than a twentieth of where you started.

Your sales don't compound every day like a savings account, so don't expect 37 of anything. What compounds in selling is the funnel. Each step turns some share of the step before into the next one, and those shares multiply. Lift three of them a little and deals grow by more than any single fix.

Say you make 600 dials a month, and each step starts converting a tenth better than it does now:

StepThis monthAfter a small lift at each step
Dials600600
Conversations120132
Meetings booked3036
Deals68

That's 22 conversations per 100 dials instead of 20, 11 meetings from every 40 conversations instead of 10, and 22 deals per 100 meetings instead of 20. Deals go from 6 to 8, a third more, since 1.1 x 1.1 x 1.1 comes to 1.33, and no single step changed much at all. A lift that size is one better opening line or one faster follow-up, which is exactly the kind of change you won't notice in a busy week unless you're counting.

Dave Brailsford ran British Cycling on the same arithmetic and called it marginal gains. He told BBC Breakfast during the London 2012 Olympics that the idea was to break down "everything you could think of that goes into riding a bike" and improve each part by 1%, because the gains add up "when you put them all together" (BBC Sport). His team went as far as the pillow a rider sleeps on away from home and the way riders clean their hands.

Your bike is the sale. Break it into parts: the list, the hour you call, the first ten seconds, the question that finds the problem, the ask, the gap before a follow-up, the proposal, the reminder before a meeting. Each part can get a little better, and none of them needs a new strategy.

The kaizen loop: plan, do, check, act

Kaizen runs on one loop. The Lean Enterprise Institute calls PDCA (plan, do, check, act) the foundation of kaizen, and credits W. Edwards Deming with bringing it to Japan in the 1950s. The American Society for Quality describes it as a four-step model for carrying out change, run again and again.

Say this week you're testing a new way to ask for the meeting:

StepWhat you do that weekExample from a week of calls
PlanPick one change and the number that will show whether it workedOffer two meeting times instead of asking when suits them
DoMake that change on every call, and leave everything else as it wasUse the two-time ask on every conversation from Monday to Friday
CheckSet the new number beside your baseline from before the changeOn Friday, compare meetings booked per conversation with last week
ActKeep it and write it down as the new way, or drop itThe two-time ask goes on the card next to your opener

People skip the last step, and it's the one that keeps the gain. Taiichi Ohno, who helped build the Toyota Production System, put it as "There can be no kaizen without a standard" (quoted by the Lean Enterprise Institute). Your standard is the written version of how you do a step now: the opener on a card, the follow-up gap in your routine, the proposal template. Write the current way down before you change it, so you have something to compare against. Write the new way down once it wins, so you don't slide back to the old one.

Find the one step to fix

Most attempts go wrong at the start, because people pick the change they like instead of the step that's leaking. Three ideas from the factory floor work at a sales desk too.

Go and look before you decide

Before you choose a change, go and look at the work itself. Lean managers call it going to the gemba, the "actual place" where value gets made (Lean Enterprise Institute), and a plant manager does it by walking the floor instead of reading the report. Your floor is the call and the chat thread, so read your last ten threads with people who went quiet, and listen back to two calls if you record them. You'll remember those calls going fine, right up until a thread shows you didn't ask for the meeting until message six.

Then count. Two weeks of a sales call log gives you dials, conversations, meetings and deals, and a rate for each step. The lowest rate is your first candidate. In ActivityTracker, the funnel works those rates out from what you've already logged, names the step with the lowest rate as the biggest leak, and marks each rate up or down against the period before.

Spot the waste

Toyota's word for waste is muda: any activity that uses up resources without creating value for the customer, as the Lean Enterprise Institute defines it. A seller's muda looks like this:

  • Typing the same answer to the same question for the fourth time this week
  • Twenty minutes researching a prospect when two would carry the first call
  • A proposal that waits three days for a free afternoon
  • A lead with no next date, so every morning you decide again whether to call
  • A meeting that ends with no next step, so you need a follow-up just to book the follow-up
  • A quote sent with the wrong figure, then sent again

Cutting waste is improvement too, and usually the quickest kind. Clear's step for this is to avoid tiny losses: you get better by making fewer mistakes as well as by adding good habits.

Ask why five times

Once you've found the leaking step, find the cause. Ask "why" five times. Sakichi Toyoda, who founded the Toyota Group, said that doing so makes both the problem and its fix clear, and ASQ still teaches it as the five whys. Try it on a common leak, booked meetings that never happen:

  1. Why do a third of my meetings fall through? People don't turn up.
  2. Why? They forget, or something else lands in that slot.
  3. Why? My calendar invite reaches them two days after the call.
  4. Why? I send invites from my laptop, and I book most meetings on my phone between visits.
  5. Why? I've never set up a way to send one from the phone.

The fix isn't "remind people harder". Send the invite before you hang up, while they're still on the line to accept it. That's one change, and next Friday you'll know whether it worked.

Kaizen principles for someone who sells

Every list of kaizen principles is a little different, and none of them was written for sellers. These six change a seller's week:

  • Small beats big. A change you can make this afternoon beats a rebuild you'll plan next quarter.
  • The person doing the work finds the fix. You hear the objections first, and on a team the rep on the phones often spots the problem before the manager.
  • Look before you decide. Read the threads and the numbers, not your memory of them.
  • Fix the process, not the person. "I'm bad at closing" gives you nothing to change. "I end calls without a date" does.
  • Change one thing, then measure. Two changes in one week and you won't know which one moved the number.
  • Write down what works. A change that lives only in your head fades in the first busy week.

The domino effect: pick the change that tips the next one

Some changes knock over others. Clear's domino effect is the idea that changing one behaviour sets off a chain reaction in the behaviours around it. In a sale, a small fix at the right step tips the steps after it.

For most sellers the best first domino is a dated next step at the end of every conversation. When every call ends with "I'll send the figures Thursday and call you Friday at 10", tomorrow's list builds itself. With the list ready, the morning call block starts on time instead of at 10:40. A block that starts on time gets more conversations.

So when two steps look equally weak, fix the earlier one, or the one the others depend on. A sharper closing question does nothing for a meeting that never happens.

Priya's six weeks, two changes

Made-up example: Priya runs a one-woman bookkeeping service for small online shops, and every weekday from 9:30 to 10:30 she's on the phone.

Weeks 1 and 2 are her baseline: 240 dials, 52 conversations, 12 meetings booked, 8 held, 4 proposals and 2 new clients, so the leak sits between booked and held, where a third of her meetings never happen.

She asks why five times and lands on the invite, which goes out from her laptop after her last call and sometimes the next morning. Her one change is to send it from her phone while the person is still on the line.

Weeks 3 and 4: 236 dials, 50 conversations, 11 booked, 10 held, 5 proposals, 2 new clients. She keeps the change and writes "invite before goodbye" on the card with her opener. That's her new standard.

The weakest step is now held meetings to proposals: half the people she meets never get one. Each proposal takes her three days, and by then some have gone cold. Her next change is a one-page template with three prices that she fills in the same afternoon.

Weeks 5 and 6: 244 dials, 53 conversations, 12 booked, 11 held, 8 proposals, 3 new clients.

Priya made the same number of dials across the six weeks and didn't touch her script or her hours. She made two changes, one per step, each checked against a fortnight of her own numbers, and that was enough to take held meetings from 8 to 11 and double the proposals she sent.

Your weekly kaizen check

Twenty minutes, same day every week. Friday afternoon suits most sellers, while the week is still fresh. Answer four questions:

  1. Did I make this week's change on every call, or only when I remembered?
  2. What's the number for that step now, and what was it last week?
  3. Keep, drop or one more week?
  4. Which step is weakest now, and what will I change there next week?

Write the answers where you'll see them next Friday. The weekly reflection template has room for the week's numbers and the one change. In ActivityTracker, the weekly reflection fills in the week's actual numbers from what you logged, puts last week's targets beside them, and has you set next week's targets before you file. The loop is a system more than a goal, and goals vs systems explains why the weekly routine does more for your number than the target does.

How long should a change run? Two weeks, for most. Sales numbers jump around, and one quiet day can drag down a whole week's rate, so a single week tells you less than it seems to. The exception is a change that's clearly hurting, like meetings booked falling by half, which you can drop on the first Friday.

5S for your pipeline

Once a month, tidy the place your selling lives. ASQ lists the five S's as sort, set in order, shine, standardize and sustain. On a pipeline they look like this:

  • Sort: close out the leads you'll never call again, so the live list is real.
  • Set in order: every open lead has a stage and a next date.
  • Shine: notes are dated and readable by someone else, or by you in three months.
  • Standardize: anything you do the same way every time is written down once.
  • Sustain: the monthly tidy sits in your calendar like a client meeting.

Your weekly check opens with the week's numbers filled in from what you logged and last week's targets beside them, and you set next week's before you file.

See how weekly reflections work

Kaizen for a sales team

On a team, kaizen works when reps bring the changes and the manager makes them easy to test.

  • In every 1:1, ask: "What's the one change you're testing, and what number will tell us?" Put the question on your one-on-one agenda so it gets asked every week.
  • Keep a shared list of changes: what was tried, by whom, the number before and after, and whether it stayed. When one rep's change works, the rest of the team tests it, and if it holds it becomes the team's standard.
  • Don't count ideas. The Lean Enterprise Institute warns that improvement drives go wrong when the measure becomes the number of events held instead of results.

A kaizen event, or kaizen blitz, is the opposite: a push that commonly runs five days and makes one big improvement. The institute warns that its gains can vanish once people slip back to the old way. A sales team's event is the half-day pipeline clean-up. Run one now and then if it helps, but it's the weekly habit that keeps the gains.

Why kaizen stalls

  • No baseline. Without last week's count you're comparing against a feeling. Count first.
  • Judging after two days. A day with no answers tells you nothing. Give it the full week, or two if your numbers are small.
  • No standard. The new opener works for a fortnight, then you drift back. Write it on the card.
  • More of the same. Doubling your dials at the same connect rate is working harder on a leaking step. Fix the rate or cut the waste, then add volume where the step already works.

Start this week

Today, pull last week's counts: dials, conversations, meetings and deals. Work out the rate for each step and circle the lowest. Ask why five times. Pick one change, write it on a card and use it every time for a week. Then check the number, keep the change or drop it, and choose the next one.

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One change, checked every week.

Keep what moves the number, drop what doesn't, then pick the next step.