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What is the QA procedure for a deal?

You have a documented process for building a machine, a QA procedure, a lead time and a capacity plan. Ask the same four questions about how revenue arrives and most manufacturers go quiet. Here are the three things a demand process needs.

Stefan Badertscher Stefan Badertscher ·

You can tell me your lead time.

You can probably tell me your capacity for Q2, your first-pass yield, and what your QA procedure requires before a machine is signed off. If I asked how you know a machine is good, you would not say “experience.” You would show me a document.

Now let me ask the same four questions about revenue.

What is your lead time on a deal? What is your capacity to take on new demand next quarter? What is your first-pass yield on a proposal? And what is the QA procedure for a deal?

Most manufacturers I ask go quiet on all four.

The short answer: A demand process needs the same three things a production process needs: a way to see demand coming before it arrives, a way to answer the buyer’s question before they ask it, and a way for both of those to survive the person who currently does them. Most $10M to $50M machine manufacturers have none of the three written down, which is why revenue feels like weather rather than output.


I should be honest about my bias here. I spent ten years at IMPACK, a folder-gluer peripherals manufacturer in Canada, and I now build this system for a living. So I am not a neutral observer. What I can offer is that I built it inside a real factory first, with a real sales team who thought it was a distraction, and I have the before and after numbers.

I should also say who this is not for. If your order book is full for eighteen months, your constraint is capacity and you should stop reading. This article is about the businesses where the factory could take more work than the pipeline reliably delivers.

Why does a demand process need to look like a production process?

Because you already trust one of them and not the other, and the difference isn’t the subject matter.

A production process earns trust because it is written, owned, measured and repeatable. Remove any one of those four and it stops being a process. Nobody would accept a QA procedure that lived in one inspector’s head.

Yet that is precisely the standard applied to revenue in most machine manufacturers this size. The knowledge is real. It is just resident in three or four people, unwritten, unmeasured, and un-transferable.

Here is the counterpoint, and it is a fair one: selling involves judgement in a way that torqueing a bolt does not. True. But a work instruction for a complex assembly does not remove judgement either. It removes the twenty decisions that shouldn’t need judgement, so the operator can spend theirs on the two that do.

That is the whole argument. Not scripting your salespeople. Standardising the sequence so their judgement lands where it matters.

What are the three components of a demand process?

Three, and you can tell within about ten minutes which one you are missing.

How do you see demand before it arrives?

Who controls it: you, mostly

Right now your earliest signal that a deal exists is probably an inbound enquiry or a conversation at a show. That is not early. By the time a buyer contacts a machine manufacturer, they have usually done most of their thinking.

The observable version of this component is simple: can you name, today, three companies likely to buy in the next nine months, and say why you believe it? Not hope. Evidence.

What it looks like when it works: you see demand forming in the questions people are asking, the pages they read, the shows they register for, and the conversations your service team is already having. Your pipeline stops being a list of people who found you and starts being a list of people you identified.

What it costs: this is the component that most often needs a tool, and the one where manufacturers most often buy the tool first and the process never. Resist that.

How do you answer the question before it gets asked?

Who controls it: your subject matter experts, not your marketing person

Every buyer of your machines asks the same six or seven questions. What does it cost. What breaks. How long to install. Who else like us uses it. What happens if it doesn’t work. Why are you more expensive than the other quote.

Your best people answer these beautifully. Verbally. Once. To one person. In a room.

The component is the act of writing those answers down and putting them where the buyer finds them before the meeting. This is not marketing content. It is the sales conversation, made durable.

At IMPACK this is the piece that moved the number. Our organic traffic went from about 300 visits a month to nearly 2,000 in 14 months, and deals that used to take six to twelve months closed in weeks for some customers. The mechanism was not clever writing. It was that buyers arrived already knowing the answers, so the first meeting started where the third one used to.

Honest limitation: this component is slow. Fourteen months, not a quarter. If you need revenue this quarter, this is not the lever, and anyone telling you otherwise is selling you something.

How does the process survive the person running it?

Who controls it: you, and only you

This is the one nobody asks for and everybody needs.

If your longest-serving rep left in March, what would you lose that isn’t written down anywhere? For most manufacturers this size, the honest answer is: the pipeline. The relationships were the process, and the process walks out with them.

The same applies to your marketing. If the person who writes your content leaves, does the sequence continue? If the answer is no, you don’t have a component. You have a person.

What this looks like in practice is unglamorous: the sequence is written, the answers are stored somewhere your whole team can reach, and the ownership is named rather than assumed.

Which component are you missing?

Use the questions, not the descriptions.

ComponentThe diagnostic questionIf the answer is vague
See demand earlyName three companies likely to buy within nine months, and why.You are reacting to demand, not seeing it.
Answer before askedWhere does the answer to your most-asked buyer question live right now?It lives in a person, and it does not scale.
Survives the personIf your longest-serving rep left in March, what walks out with them?You have relationships, not a process.

Most manufacturers I talk to are missing two of the three. Almost nobody is missing all three, because something has to be working or the business would not exist at this size.

What can you do to move faster?

  1. Pick the component your diagnostic answer was vaguest on. Not the most interesting one.
  2. Write one page. Not a strategy document. The sequence, the owner, the check.
  3. Give it a named owner who is not already carrying the number.
  4. Set a date to look at whether it happened. Put it in the calendar now, because this is the step everybody skips.

So where does that leave you?

You already run a business that turns inputs into predictable output. That is the actual skill, and it is rarer than you think.

The fear underneath the four questions I opened with is not really about sales. It is about whether you can see far enough ahead to make a decision that costs money, a hire, a machine, a second shift, without hoping. Right now, for most manufacturers in this range, the production side of that question is answerable and the revenue side isn’t.

The next step is the smallest one: answer the three diagnostic questions in the table above, honestly, out loud, with your sales lead in the room. You will know within ten minutes which component is missing, and that is genuinely most of the work.

I’m Stefan. I spent a decade inside a machine manufacturer discovering that the commercial side of the business deserved the same rigour we gave the shop floor, and I now help successor leaders build that in their own companies.

None of the underlying thinking is mine. It is the They Ask, You Answer framework, listed by Forbes in 11 Marketing Books Every CMO Should Read and which I co-authored in French. The results it produced at Impack Packaging are on the record from the coaching partner who worked with us. What is mine is the work of adapting it to companies that sell machines.

Frequently Asked Questions

Isn't a sales forecast the same thing as demand visibility?
No. A forecast is a rep's opinion about deals already in the pipeline. Demand visibility is knowing what is going to enter the pipeline before it does. One tells you what you might close, the other tells you whether next year exists.
How long does it take to see any of this working?
The first component, seeing demand earlier, usually shows something within a quarter. The second, answering questions before they are asked, took about 14 months to compound at IMPACK. Anyone promising faster on that one is selling you something.
Do we need to hire someone to run this?
Not at the start. You need one named owner who already sits between marketing and sales, and a few hours a week from the people who actually answer buyer questions today. Headcount becomes the question later, once you know the process works.
What if our buyers genuinely do not research online before contacting us?
Test it before you accept it. At IMPACK we were told nobody googled packaging machinery. Our organic traffic went from about 300 visits a month to nearly 2,000 in the 14 months after we started, which settles that argument better than I can.
We already publish content. Why isn't it working?
Usually because it was written to be found rather than written to answer. If your sales team cannot name the last piece they sent to a live deal, the content exists but the process does not.

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