Template
Sales Process Template and Example
What you’ll learn :
- Map your selling process from lead generation to account management on one page
- Set the probability, velocity and KPIs for every stage
- Define the objectives, steps, actions and support material at each milestone
- Build a qualifying checklist so deals only move forward when they are ready
What's inside
Inside the download. What it covers, section by section.
Six stages - lead generation, contact client, consultative meeting, present solution, closing and account management - with a row for every decision the team needs to make.
The same page filled in, so you can see what good looks like before you write your own.
Resources
Get the playbook
Frequently asked questions
Common Questions
Work through it with your sales team, one stage at a time. Agree what has to be true before a deal moves to the next stage, then put that in the qualifying checklist row.
Yes. The Supercharge Your Sales Process eBook walks through building a sales process in five steps.
The next step
Stop running on heroics. Start engineering revenue.
Whichever way you work with us, the same proven Revenue OS runs underneath. Book a growth session and we’ll show you where to start.