Sales Process Workflow

1

Prospect Identification

Define your ideal customer profile (ICP) and identify target prospects through research, referrals, LinkedIn, and lead databases.

⏱ 1-2 days LinkedIn Sales NavigatorApollo.ioHubSpot CRM

2

Initial Outreach

Contact prospects via cold email, LinkedIn message, or phone call with a personalized value proposition tailored to their industry and pain points.

⏱ 1-3 days Outreach.ioLemlistGmail

3

Discovery Call

Schedule and conduct a 30-minute discovery call to understand the prospect's challenges, goals, timeline, budget, and decision-making process.

⏱ 30-60 min ZoomCalendlyGong

4

Needs Assessment

Document the prospect's specific requirements, pain points, and success criteria. Map these to your solution's capabilities.

⏱ 1-2 hours HubSpot CRMNotionGoogle Docs

5

Demo / Presentation

Deliver a tailored product demonstration or solution presentation that directly addresses the prospect's identified needs and shows clear ROI.

⏱ 45-60 min ZoomLoomSlide deck tool

6

Proposal & Pricing

Create and send a customized proposal including scope of work, pricing options, implementation timeline, and expected outcomes.

⏱ 1-2 days PandaDocProposifyHubSpot Quotes

7

Negotiation & Objection Handling

Address concerns around price, contract terms, features, or competition. Use social proof, case studies, and ROI calculators to build confidence.

⏱ 2-5 days CRMCase study docsROI calculator

8

Close & Contract Signing

Finalize the deal, send the contract for e-signature, collect payment or set up billing, and confirm start date.

⏱ 1-2 days DocuSignStripeHubSpot CRM

9

Handoff to Customer Success

Introduce the new customer to their success team, share all discovery notes, and schedule an onboarding kickoff call.

⏱ 1 day SlackCRMOnboarding docs