Description
A sales process is the set of repeatable steps a buyer goes through with you, plus the tools and habits that keep it honest. This kit walks you through building one in six parts, with a worksheet or template for each, and a companion spreadsheet (SalesProcessBuildoutKit.xlsx) containing the working version of every table.
The six parts: 1. Ideal customer profile and a 0–2 qualification scorecard. 2. Pipeline stages and CRM configuration, including the minimum required fields per object and the rule that a field that feeds no report should not exist. 3. Outreach and follow-up cadences, including a 14-day outbound cadence across email, LinkedIn and phone. 4. Forecasting with three views (weighted, commit and historical) compared weekly. 5. Reporting and the weekly operating rhythm, from the daily 10-minute stand-up to the monthly review. 6. Closed-won handoffs and pipeline hygiene rules.
Who it’s for: founders and sales leaders setting up or rebuilding a sales team’s process in HubSpot, Pipedrive, Salesforce or Zoho, or anyone who wants the blueprint before buying a CRM. Both files are delivered immediately after purchase.