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Sales (incl. Reps)
Sales Pipeline Template For SDRs
Optimized for Sales Development Representatives, the template manages lead engagement and education before qualifying them as sales-ready, ensuring a solid foundation for sales success.
Template FAQ
What are the use cases of the sales pipeline template for SDRs
The use cases of this sales pipeline template are as follow:
Making sure your leads are qualified before handing them to your Account Executive
Turning cold leads into warm prospects
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 - Cold: Research and identify potential leads to target.
Sales Pipeline Stage 2 - Engaged: Craft personalized outreach messages and initiate initial contact.
Sales Pipeline Stage 3 - Initial Contact: Make the initial outreach to prospects via email, phone, or social media.
Sales Pipeline Stage 4 - Qualification: Determine if the prospect meets the qualification criteria through discovery questions.
Sales Pipeline Stage 5 - Lead Educated: Provide relevant information and resources to educate the lead about the product or service.
Sales Pipeline Stage 6 - Follow-Up: Continuously engage with the lead through follow-up emails, calls, and nurturing activities.
Sales Pipeline Stage 7 - Opportunity Created: Identify when a lead exhibits buying signals and convert them into a sales opportunity.
Sales Pipeline Stage 8 - Handoff to AE: Transition the qualified opportunity to the Account Executive for further sales discussions and closing.
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.
