Clearly define your sales funnel and successfully implement it with this template.
As the VP of Sales & Marketing at a B2B SaaS company, I need to understand how opportunities are moving through our sales funnel. In case you’re wondering how I define a “sales funnel”, it’s the stages leads move through to become a closed-won opportunity.
A well documented sales funnel serves many purposes, but the 3 most important to me are 1) tracking marketing performance 2) giving sales managers the ability to forecast revenue, and 3) enabling sales reps to effectively manage their pipeline.
For the longest time, the way we measured sales funnel stages was too complicated and confusing for everyone (except Sales Ops who tended to overcomplicate everything). Our reps wasted so much time every week having to update opportunities through 15 different stages before being closed-won.
That’s a disaster. You want to be mindful of how you will use the data before incurring the administrative cost of tracking and measuring it.
Within the downloadable excel spreadsheet that you’ll receive when you click “Add to Cart” and then checkout, you will find my Sales and Marketing Set-Up Framework as well. My hope is that this gives you context into where the sales funnel work fits into the overall strategy of building a sales machine.
Click “Add to Cart” and checkout now to instantly access a Google Sheet of the Sales Funnel Template for B2B SaaS companies. If you prefer excel, you can convert the Google sheet into an excel file.
It’s easy to create your own sales funnel using this template. I use this as the source of truth for documenting our sales funnel. It’s then implemented within our Salesforce CRM, then reinforced through training across the team.
This worksheet includes the following tabs:
By implementing stages and statuses like this, you can do some really powerful things. Most notably, you will be able to more easily 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”. When you checkout, you will receive a link to a Google Sheet of the Sales Funnel Template to copy and customize for your own business.
You may also like these high-growth operating templates for B2B SaaS companies:
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.