💼 Sales Process

Sales Process Workflow

📋 9 steps 🏢 B2B Sales ✓ Free template

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The 9-Step Process

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

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