What a Basic Sales Process Looks Like [Visual Template]

Download Now: Free Sales Plan Template
Emma Brudner
Emma Brudner



There's a reason why teachers instruct students to make an outline before they start writing a paper. With a defined outline, writers ensure they address each point in the correct order. Without an outline, writers sometimes forget to include a crucial argument, or construct their paper in an illogical manner.


Think of a defined sales process as the outline of selling. Without a concrete sales process, reps create their own strategies, which gives rise to two negative results:

  • Depending on how the rep approaches sales, they might provide a bad experience for the buyer
  • Sales managers can't glean team-wide data

So, how can you make a sales process that works for your team? Start with a sales process template.

Free Download: Sales Plan Template

Sales Process Template

If your team doesn't work from a standardized sales process, check out the graphic and sales process template below. The graphic depicts a basic 10-step sales process:

  1. Prospect
  2. Qualify
  3. Connect
  4. Identify Pain and Needs
  5. Present
  6. Handle Objections
  7. Issue Proposal
  8. Close
  9. Deliver Product/Service
  10. Upsell/Cross-Sell


Ready to build your own? Use this sales process template to outline your sales process and share it across your team.

Sales Process TemplateWorking from this template, you can customize a sales process that will work for your team. Too many steps? Cut a few. Too few? Add some. But whatever you do, define a sales process -- and hold reps to it. To learn more, check out these sales close rate industry benchmarks next.

sales plan


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