Develop a measurable sales process to coach your team to better performance.
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.
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:
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 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:
Everything you need to run marketing at a venture-backed, B2B SaaS company.
Everything you need to run sales at a venture-backed, B2B SaaS company.
Click "Add to Cart" below. When you checkout, you will immediately receive an email with a link to download
“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 templates give you the flexibility to pick and choose what you need to unlock revenue growth. Define your ICP, Buyer Journey, Sales Process, Sales Battlecards, Forecasts...
Our go-to-market playbooks are designed to take a new, B2B SaaS executive from a place of uncertainty to hitting aggressive sales and marketing growth goals.
Hire us to develop a custom sales and marketing playbook for your B2B SaaS company. We’ll work with you to chart a path from $1M to $10M in annual recurring revenue.