METHODOLOGY · ACE SALES

    Acquisition. Creation. Expansion.

    Three phases of growth — running together inside one workspace. The framework most businesses get wrong because they only run the first phase.

    ACE Sales is a three-phase growth model: Acquisition (getting clients), Creation (delivering value), and Expansion (growing accounts). Most businesses are stuck in Acquisition because they haven't systematized Creation and Expansion. ACE is a framework for running all three phases simultaneously — every department aware of which phase it serves.

    Phase A

    Acquisition

    Getting new clients into your system.

    Acquisition covers the full top-of-funnel: lead generation, outreach, proposal, and close. In GFunnel, Acquisition lives in the Revenue Generation department — Sales Pipeline, CRM, and the Proposal Builder.

    Where it breaks: Most businesses over-invest in Acquisition because it's the most visible metric. But Acquisition without systematized Creation leads to overpromising and underdelivering.

    GFunnel features for this phase

    Sales PipelineCRMProposal BuilderPartner Hub (referrals)

    Phase C

    Creation

    Delivering value reliably and at scale.

    Creation is what most businesses get wrong. It's the delivery phase — doing the work, managing the client, and producing the outcome reliably. In GFunnel, Creation runs through Operations, Communications, and AI-assisted delivery.

    Where it breaks: Creation fails when delivery is undocumented. If the process lives in someone's head, it can't scale and it can't survive turnover.

    GFunnel features for this phase

    Task ManagerSOP LibraryCommunications HubDocument Studio

    Phase E

    Expansion

    Growing existing client accounts and turning clients into referral sources.

    Expansion is the phase most businesses ignore — and it's the most profitable. Retaining and expanding existing clients costs a fraction of acquiring new ones. In GFunnel, Expansion is driven by client reporting, account health monitoring, and the Partner Hub.

    Where it breaks: Expansion requires data — you need to know which clients are healthy, which are at risk, and which are ready to buy more. Without a system, that knowledge doesn't exist.

    GFunnel features for this phase

    Reporting & AnalyticsBEAS ScorecardPartner HubAI Assistant

    THE GFUNNEL SALES PROCESS

    How ACE maps to the GFunnel sales process

    A — AcquisitionIntroduction & Authority → Dream/Pain/Bridge → Discovery → Presentation
    C — CreationAsk for Order → Handoff → Onboarding → Delivery
    E — ExpansionObjection Handling → Upsell → Referral Request → Partner Conversion

    Run all three phases inside one workspace.

    ACE Sales is built into the Revenue Generation department.

    Related

    Also built for:PersonalAgencies