16 Sales Process Templates for B2B Pipelines

Three-Step Sales Process (aka, the Default Process) This is the bare minimum set of stages for a sales process with few moving parts. In fact, this is the default template in Nutshell’s sales process builder. QUALIFY Confirm that the prospect has the budget and need to make a purchase in the near future. Verify that the point-of-contact is the primary decision-maker; if they’re not, determine who else would need to sign off on the purchase. PITCH Demonstrate your solution to the prospect, showing how it would improve their life and/or make them...read more