SERVE
Turn Buyers Into Believers — and Clients Into Raving Fans
Sales isn’t just about closing the deal.
It’s about what happens after the deal is done.
The best salespeople don’t just make money.
They make a difference — and that’s what makes them unforgettable.
The SERVE step helps you build lasting relationships, deliver wow-level service, and lead others with integrity.
Prioritize Customer Satisfaction
Repeat business isn’t about price — it’s about experience.
Delivering excellence post-sale is what turns transactions into loyalty.
The AI Coach helps you design wow-level client touchpoints that keep them coming back.
Prioritizing customer satisfaction is at the heart of serving your customers effectively. It means putting their needs and interests first, and going above and beyond to ensure that they are happy with their purchase and their experience with you. To prioritize customer satisfaction, you can start by actively seeking feedback, addressing concerns promptly, and continuously looking for ways to improve the customer experience.
Become a Mentor
Teaching what you’ve learned forces mastery — and builds legacy.
Mentorship is service multiplied.
Use the AI to create micro-trainings, team huddles, or value posts from your experience.
Becoming a mentor is a powerful way to serve others in the sales profession. It means sharing your knowledge and experience with others, helping them develop their skills, and supporting their growth and success. To become a mentor, you can start by offering guidance and advice to less experienced colleagues, sharing resources and best practices, and providing constructive feedback that helps others improve.
Follow Up Consistently
Most sales are lost in the follow-up.
Lack of follow-up = lack of care (in the customer’s eyes).
The AI helps you create personalized, scalable follow-up systems that feel human, not robotic.
Following up consistently is a key aspect of serving your customers well. It means staying in touch after the sale, checking in to ensure that they are satisfied with their purchase, and being available to address any questions or concerns that may arise. To follow up consistently, you can start by creating a follow-up schedule, using a variety of communication channels, and personalizing your follow-up messages to show that you genuinely care about their experience.
Maintain a Servant Leadership Culture
What you reward gets repeated.
Make service the standard — not the exception.
Use the AI to write culture-building messages and celebrate client-first wins.
Maintaining a servant leadership culture is essential to creating a sustainable approach to sales. It means fostering an environment where serving others is valued and rewarded, and where the focus is on creating value for customers rather than simply making sales. To maintain a servant leadership culture, you can start by recognizing and celebrating examples of excellent service, encouraging collaboration and teamwork, and consistently reinforcing the importance of putting customers first.
Lead by Example
The best way to influence your clients, team, and market?
Show up the way you want them to.
The AI can help you script weekly value emails, feedback requests, and follow-through habits.
Leading by example is an important principle of servant leadership in sales. It means demonstrating the values and behaviors that you want to see in others, and setting a high standard for customer service and professionalism. To lead by example, you can start by being honest and transparent in your dealings, showing respect and empathy for your customers, and consistently delivering on your promises.
🔑 What It Means to SERVE Like a Leader
✅Follow up like a pro — Stay in touch, stay top of mind
✅Turn service into referrals — Happy clients bring new ones
✅Lead your clients — Don’t just sell them… guide them
✅Create a culture of excellence — Serve from example
✅Mentor others — What you give multiplies your growth
TOOL: “SERVE Relationship Builder”
Want to create clients for life and turn service into a superpower?
👉 Use the SERVE Relationship Builder — your AI-powered client retention tool.
It helps you design follow-up systems, craft value-add messages, and build referral-driven relationships.
📩 Map your follow-up
🧠 Practice service-based selling
💬 Build loyalty and legacy
The 5-Step Sales Framework
"The best way to sell is to serve. The best way to serve is to care."
- Leila Colgan
SHIFT
Transform your mindset
STRATEGIZE
Plan Your Approach
SELL
Build Relationships
SEAL
Close With Confidence
SERVE
Deliver Excellence
About Leila Colgan
Level Up Your Sales
The Relationship-Driven Path to Success
In my book "Level Up Your Sales," I share the complete framework that helped me generate over $65 million in B2B sales and earn 31 national sales awards.
This isn't just theory from someone who's never carried a quota. This is battle-tested wisdom from someone who's been in your shoes—juggling targets, overcoming objections, and building a sustainable career without sacrificing her soul.
Inside these pages, I share my 5-step SHIFT-STRATEGIZE-SELL-SEAL-SERVE framework that will transform not just your numbers, but how you FEEL about sales.
The mindset shift that instantly makes selling feel natural and authentic
My REAL Close method that turns awkward closing conversations into confident commitments
How to build unshakeable trust (even with the toughest prospects who've been burned before)
The follow-up system that creates clients for life (not just one-time buyers)
Practical strategies for managing high-volume territories without burning out
What People Are Saying
"Leila exemplifies the art of salesmanship by seamlessly blending her deep technical expertise with a genuine ability to build strong, lasting relationships with customers."
Matt Posard
Founder, Explore DNA
"When I look back at my experiences over the years with representatives of the pharmaceutical industry, Leila Colgan stands out. She was always there for us when we needed her...You could trust Leila, she always delivered."
N. Simon Tchekmedyian MD
Clinical Professor of Medical Oncology
"Leila has hit a home room with this book. She identifies the critical steps of the sales process based on her years of operating at the highest level in the Pharma industry. Her breadth encompasses multiple organizations, multiple disease states, multiple products and multiple decision makers. This breadth has allowed her to fine tune the key elements of relationship selling and develop a winning strategy in the process. I highly recommend applying these strategies and concepts with the passion and execution Leila describes."
David Valenzuela
National Business Director Rare Disease Oncology
Ready to Transform Your Sales Approach?
Join the "Level Up with Leila" community today and get access to exclusive resources, training, and support to help you implement the 5-step sales process in your business.
