Sales Process Template
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A repeatable sales process is the foundation of consistent revenue. This template maps out your operational sales stages — from lead qualification through demo, proposal, negotiation, and close — giving your team a shared language and a clear path for every deal.
Unlike a marketing funnel, this template focuses on the sales rep's actions and milestones at each stage: what to do, what to ask, and what defines progression. Use it for team alignment, manager coaching, or onboarding documentation.
Use it to:
- Map your full sales cycle — document each stage with entry criteria, key activities, and exit criteria to create a consistent process across the team.
- Reduce deal slippage — identify where deals stall most often and design specific playbooks for those bottleneck stages.
- Onboard new reps faster — give new hires a clear visual map of how deals progress from first contact to closed-won.
- Align with your CRM — present your process stages in a format that maps directly to pipeline stages in Salesforce, HubSpot, or any other CRM.
Looking to implement your process in a CRM? See the CRM Template for strategy and adoption frameworks.