Sales Process Template

Instructions: Write the steps of your sales process below and add a brief description.

Prospect

Source leads to contact or gather leads from Marketing.

Qualify

Compare the lead to the ideal customer persona.

Connect

Call, email, or meet with the prospect.

Identify Pain and Needs

Ask the prospect questions to understand their issue.

Present

Present or demo your product/service to stakeholders.

Handle Objections

Address any doubts the prospect might have.

Issue Proposal

Draw up a proposal and present to stakeholders.

Close

Ask for the business and close the deal.

Deliver Product/Service

See your new customer through fulfillment.

Upsell/Cross-Sell

Follow up with your customer and expand their account over time.