Templates
Sales
Business Development Pipeline Template
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Business Development Pipeline Template

Streamline your business development with our comprehensive pipeline template, guiding you from identifying targets to securing contracts and customer retention.
1
Identify target market
2
Analyze market trends
3
Evaluate potential customers
4
Establish contacts in target market
5
Plan and prepare for initial contact
6
Approval: Initial Contact Preparation
7
Conduct initial outreach to potential customers
8
Document customer responses
9
Analyze customer needs
10
Develop tailored business proposals
11
Approval: Business Proposal
12
Present proposal to potential customer
13
Negotiate terms and conditions
14
Finalize a mutually agreeable contract
15
Secure necessary internal approvals
16
Approval: Contract Signing
17
Implement client onboarding process
18
Monitor contract implementation
19
Evaluate customer satisfaction
20
Plan and implement business retention strategies