B2B Sales Process Template
Develop a measurable sales process to coach your team to better performance.
Why use this template?
When you think about selling your product in a B2B context, it's important to consider the many stakeholders involved and the breadth of information required for a business to make a buying decision.
The mistake we made in the early days while growing our B2B SaaS business from $2 million in ARR to $18 million, we didn't have a defined sales process.
And it made it very difficult to understand our sales pipeline and evaluate individual sales rep performance.
My hope is that this template serves as a roadmap for how you can develop an effective B2B sales process for your business. Doesn't matter whether you're at an early stage startup or a late stage growth company.
This is exactly how it's done. This framework works for companies that have grown well north of $1 billion in revenue.
What's inside the template
When you add this template to your cart, you'll be able to download an excel spreadsheet with the B2B sales funnel template. Within the excel file you will find the following tabs:
- Instructions: instructions on how to effectively use the template.
- Sales Process Template: a blank template to populate your key stages, milestones and activities for your sales process.
- Example Template: inspiration of a completed sales funnel for a fictitious B2B SaaS company (could work for you). I would recommend you make it much simpler for shorter sales cycles < 1month and even more complex for larger enterprise deals that take 6+ months.
How to use this template
Establishing a sales process like this will enable you to clearly measure and manage your revenue engine. Without this, it's very hard to identify problems in your funnel and be able to fix them.
Here are a few quick steps to get started:
- I recommend you start by reviewing the example template first. Study every component of the sales process.
- Then think through how it could be modified to best serve your customers and how they buy.
- Study your customers. Duplicate this template. Then customize it for your sales team.
- Implement a method of tracking progress through each stage. Try to automate this data capture as much as possible to avoid wasting sales reps time with administrative burdens.
- Train your team on the sales process and institute a continuous learning program.
I want you to be able to immediately download this template and be able to customize it for your business to achieve meaningful results.
Click “Add to Cart” on the right. When you checkout, you will receive a link to the Google Sheet of the B2B Sales Process Template.
If you run a sales org at a B2B SaaS company, you may also like these other operating templates:
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Click "Add to Cart" below. When you checkout, you will immediately receive an email with a link to download
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Top reviews from SaaS Executives
“These are GOLD! I was having to build all of this from scratch.”
“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”
“I feel more confident hitting our revenue goals now than I ever have.”
“My job just became so much easier! I’m all about working smarter, not harder.”
“These are GOLD! I was having to build all of this from scratch.”
“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”
“I feel more confident hitting our revenue goals now than I ever have.”
“My job just became so much easier! I’m all about working smarter, not harder.”
“These are GOLD! I was having to build all of this from scratch.”
“This is exactly what I was looking for. A repeatable playbook I could plug-n-play for our business.”
“I feel more confident hitting our revenue goals now than I ever have.”
“My job just became so much easier! I’m all about working smarter, not harder.”
Our Resources
Our templates give you complete flexibility to choose exactly what you need to unlock growth. Whether it’s defining your ICP, mapping the buyer journey, optimizing your sales process, or building forecasts—our templates make it easy to get started fast and execute with precision.
Our go-to-market playbooks are designed to guide executives from a place of uncertainty to hitting aggressive sales and marketing goals. Each playbook is a step-by-step roadmap built to help you confidently navigate the most critical growth stages and scale your business.
Work with us to develop a custom sales and marketing playbook tailored specifically to your company. We’ll collaborate with you to define a winning strategy and tactics, leaving you laser-focused on execution and results. No guesswork—just clear, actionable steps designed for growth.
