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Sales Pipeline Template For B2B Startup
This B2B Startup template focuses on lead qualification and conversion, with clear benchmarks from initial marketing qualified lead (MQL) status to demo booking and client win.
Template FAQ
What are the use cases of the sales pipeline template for B2B Startup
The use cases of this sales pipeline template are as follow:
Lead Qualification: Streamlines the process of identifying and prioritizing potential clients based on their likelihood to convert, ensuring efficient allocation of resources.
Sales Forecasting: Enables precise prediction of future sales by tracking the progress of deals through different stages, aiding in strategic planning and resource allocation.
Performance Tracking: Facilitates monitoring of individual sales representatives’ progress against targets, identifying areas for training and improvement.
What should you do for each step of this sales pipeline template?
This is what you need to do for each step of this sales pipeline template:
Sales Pipeline Stage 1 - MQL (Marketing Qualified Lead): Identify and record leads showing initial interest through marketing channels.
Sales Pipeline Stage 2 - Engaged: Establish communication with the leads to understand their needs and gauge interest.
Sales Pipeline Stage 3 - Signup: Encourage the leads to sign up for a trial or a detailed product presentation.
Sales Pipeline Stage 4 - PQL (Product Qualified Lead): Evaluate leads based on their interaction with the product or service during the trial period.
Sales Pipeline Stage 5 - Demo Booked: Schedule and conduct a personalized product demonstration tailored to the lead's specific requirements.
Sales Pipeline Stage 6 - Follow up: Maintain regular communication to address queries and reinforce the value proposition.
Sales Pipeline Stage 7 - Client Won: Finalize the deal and onboard the lead as a new client, ensuring a smooth transition.
With which software can you use this sales pipeline template?
You can use this sales pipeline templates with the following softwares:
Breakcold
Excel
Google SpreadSheets
Airtable
Notion
Hubspot
Salesforce
This list is not exhaustive, if you're using another sales pipeline software, you'll be able to use it there too.
