Start closing bigger deals (even if you’re just getting started)

Whether you’re a founder, selling their own product for the first time, or starting to grow a team of sales representatives, you absolutely must have a sales process.

With one, everything important falls into place: forecasting, hiring, and revenue.

Having a well defined sales process can mean the difference between growing your company 200% this year and barely scraping by.

Get even your most junior sales team members to close bigger deals with this free sales process template.

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Related automation recipes to close bigger deals

Send a 1:1 welcome email & set a task for a call

Wouldn’t it be great to check-in personally with every new lead you get and set up your touchpoint instantly? Automatically reach out to new deals as they enter your pipeline from your own personal email and set up the next touchpoint with a due date and reminders.

Send a 1:1 email when a deal reaches a specified stage

Send a personal email from your connected email address to your deals when they reach a specified stage. These emails can start a conversation, offer a demo, or outline next steps and needed actions both parties need to take.

Outbound sequence

Send a series of 1:1 emails directly from your connected account when a deal is created. A sequence will kick off automatically, so you can focus on the most engaged deals. At the end of the sequence, we check to see if the deal has reached a point threshold in their lead score and take actions accordingly.

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Join our webinars

Manage opportunities with a sales pipeline

You'll learn best practices for developing a CRM-focused contact strategy, how to create a sales pipeline, tips for using automations to manage opportunities, and sales data that will help you understand the results of your efforts.

Build lasting customer relationships with sales engagement automations

Crafting a good customer experience doesn’t happen by accident. You need to think purposefully about how each interaction connects and adds up. Watch this webinar to learn how to send 1:1 emails for an integrated experience.

What are the 6 core stages of a sales process?

Every strong sales process has roughly six core stages:

  1. Qualification
  2. Discovery
  3. Proposal
  4. Return on Investment (ROI) + Decision
  5. Statement of Work (SOW)
  6. Close


1. Qualification Call

Goal: Secure a meeting w/ a prospect who fits the ICP and has a pain

For this call, you’ll prepare a sales development representative to account executive (AE) handoff and also review pain-point questions. You also want to understand where the prospect lies on the scale of emotional to rational in their decision-making.


2. Discovery Call

Goal: Diagnose the pain, identify the urgency, and determine if we can help them

For this call, you want to diagnose the reason that the prospect is speaking with you, what they’ve tried before, or are currently trying, that hasn’t worked, and re-qualify them based on their history and ability to become a customer. You’ll also introduce them to a decision-making process that will help them arrive at a decision of whether or not to work with you.


3. Proposal

Goal: Understand the pain of the customer and educate them on our value

In this call, you’ll review the prospect’s top three pain points and identify relevant case studies and testimonials you have that correlate with them.  You’ll also share ballpark pricing, confirm your decision-making process and establish next steps.


4. Return on investment (ROI) + decision

Goal: Assist the client / customer through the decision process

In this call, you’ll share the ROI and ask for a decision. It’s preferred to let them know all of the decisions they can make (work with you, work with a competitor, do what they’re currently doing, do nothing, etc.) Then, revalidate with more social proof and set a time to review an official statement of work.


5. Statement of work (SOW)

Goal: Create a contract outlining price and impact it will have on the the business

You will walk them through the statement of work and correlating deliverables. Reconfirm fit and value of each deliverable.


6. Close

Goal: Close the deal

In this call, we’ll get all of our prospects’ negotiation items on the table, repeat what we’ve heard and help them prioritize. We’ll then make an official offer and work through counter-offers and sticking points.



Get a free visual sales process template (that you can use today!)

Working from this highly visual sales process template, you’ll be able to customize your sales process to fit your current team.

No matter how you use it, it’s exciting that you’re defining your sales process and holding your sales reps to it!

This free sales process template includes everything you need to create a sales process that aligns your entire team, gets executive buy-in and closes more deals!

Ready to get started?

Start a 14-day free trial of ActiveCampaign. No credit card, no setup, no hassle.