Boost your sales process with our comprehensive Sales Pipeline Template, designed to streamline lead management, negotiations, and post-sale follow ups.
1
Identify potential leads
2
Qualifying the leads
3
Enter lead details into pipeline
4
Initial Contact with lead
5
Discuss product or service details
6
Propose sales pitch
7
Approval: Sales Pitch
8
Arrange meeting with lead
9
Follow up after meeting
10
Prepare sales proposal
11
Submit sales proposal to lead
12
Approval: Sales Proposal
13
Negotiate deal
14
Review contract conditions
15
Approval: Contract
16
Close the sale
17
Enter deal in the record
18
Initiate customer onboarding process
19
Monitor post-sale follow up
20
Review and adjust pipeline process
Identify potential leads
This task is crucial for the sales pipeline as it involves finding potential leads who could become potential customers. The goal is to identify individuals or companies who have shown interest in the product or service. The results of this task will be a list of potential leads to be further qualified.
1
Advertisement
2
Referral
3
Website
4
Trade show
5
Cold call
Qualifying the leads
This task involves assessing the potential leads in order to determine if they meet the criteria for becoming a customer. The goal is to ensure that the leads have the potential to generate revenue and are a good fit for the product or service. The results of this task will be a list of qualified leads to be entered into the sales pipeline.
1
Qualified
2
Not qualified
3
Pending qualification
Enter lead details into pipeline
This task involves entering the details of the qualified leads into the sales pipeline. The goal is to have all the necessary information readily available for the sales team to initiate contact and move the leads through the pipeline. The results of this task will be a complete and up-to-date record of all qualified leads.
1
Advertisement
2
Referral
3
Website
4
Trade show
5
Cold call
Initial Contact with lead
This task involves making the first contact with the qualified lead to establish a connection and initiate further communication. The goal is to introduce the product or service and gauge the interest and potential for a sale. The results of this task will be a successful initial contact and the opportunity to move forward in the sales process.
Discuss product or service details
This task involves engaging in a conversation with the lead to discuss the details of the product or service. The goal is to address any questions or concerns the lead may have and provide additional information that will help them make an informed decision. The results of this task will be a clear understanding of the lead's needs and the potential for a sale.
Propose sales pitch
This task involves presenting a sales pitch to the lead based on their specific needs and challenges. The goal is to highlight the benefits and value of the product or service in a compelling way. The results of this task will be a successful sales pitch and the opportunity to proceed with the sales process.
Approval: Sales Pitch
Will be submitted for approval:
Propose sales pitch
Will be submitted
Arrange meeting with lead
This task involves scheduling a meeting with the lead to further discuss the details and progress the sales process. The goal is to have a face-to-face or virtual meeting that allows for more in-depth conversation and the opportunity to build rapport. The results of this task will be a scheduled meeting and the chance to move closer to closing the sale.
1
In-person
2
Virtual
Follow up after meeting
This task involves following up with the lead after the initial meeting to address any remaining questions or concerns. The goal is to keep the lines of communication open and provide any additional information that may be needed. The results of this task will be a successful follow-up and the opportunity to continue progressing in the sales process.
Prepare sales proposal
This task involves creating a sales proposal that outlines the details of the product or service, including pricing, features, and benefits. The goal is to present a professional and persuasive document that addresses the lead's specific needs and challenges. The results of this task will be a well-prepared sales proposal ready to be presented to the lead.
Submit sales proposal to lead
This task involves sending the sales proposal to the lead for review and consideration. The goal is to provide them with all the necessary information to make a decision about moving forward with the purchase. The results of this task will be the submission of the proposal and the opportunity to advance in the sales process.
Sales Proposal Submission
Approval: Sales Proposal
Will be submitted for approval:
Prepare sales proposal
Will be submitted
Submit sales proposal to lead
Will be submitted
Negotiate deal
This task involves negotiating the terms and conditions of the sale with the lead. The goal is to reach an agreement that is mutually beneficial and satisfies the needs of both parties. The results of this task will be a successful negotiation and the opportunity to proceed with finalizing the sale.
1
Agreed
2
Not agreed
Review contract conditions
This task involves reviewing the contract conditions with the lead to ensure that all the details are accurate and meet their expectations. The goal is to address any concerns or make adjustments if necessary. The results of this task will be a finalized contract ready for signing.
Approval: Contract
Will be submitted for approval:
Review contract conditions
Will be submitted
Close the sale
This task involves securing the final agreement from the lead and completing the sale. The goal is to obtain their commitment and finalize the details of the purchase. The results of this task will be a closed sale and the opportunity to proceed with the next steps in the process.
Enter deal in the record
This task involves entering the details of the closed deal into the sales record. The goal is to have a complete and accurate record of all the sales made. The results of this task will be a updated sales record.
Initiate customer onboarding process
This task involves initiating the onboarding process for the new customer. The goal is to ensure a smooth transition from the sales process to the customer's use of the product or service. The results of this task will be a successful initiation of the onboarding process.
Monitor post-sale follow up
This task involves monitoring the post-sale follow-up activities to ensure customer satisfaction and address any concerns or issues that may arise. The goal is to provide ongoing support and maintain a positive relationship with the customer. The results of this task will be a satisfied customer and the opportunity for future business.
1
Phone call
2
Email
3
On-site visit
4
Webinar
5
Training session
Review and adjust pipeline process
This task involves reviewing the sales pipeline process to identify any areas for improvement or adjustment. The goal is to continuously optimize the process for better efficiency and effectiveness. The results of this task will be a revised and improved sales pipeline process.
