Why You Need This

A structured sales process is a buyer-centric framework that helps ensure both buyer and seller are getting the information they need to make a decision about moving the relationship forward. It identifies and helps resolve any gaps or issues with key points including solution fit, budget, and timing, keeping the buying process on track.

What We'll Give You

The sales process checklist simplifies the journey into eight parts across the pipeline and deal stages. With an understanding of what to accomplish in each part, and questions to help you get there, the checklist is a guide for developing your process until it becomes a regular part of your customer engagement operations.

How to Use This

Use this checklist as a guideline for a repeatable and scalable sales process that generates trust, offers value and creates a better customer experience. Make sure you can answer the questions at each stage of the process so you can help guide prospects along the buyer's journey to become clients.

Can an effective Sales process help you win?

Download the Sales Process Checklist.

It’s an easy-to-use, quick guide for evaluating the readiness of engaging with clients at each stage of the buyer's journey. 

This guide serves as a checkpoint to ensure you are better prepared for every client contact and communication to make the most of each opportunity.

Fill out the form. Download the checklist.