Developing Your Sales Stages

Free Worksheet

An organized sales process is an effective one

Whether your team already has defined sales stages in place that need updating or you're ready to create something from scratch, our Developing Sales Stages Worksheet can help. This worksheet will walk your team through the following steps:

  • Identifying your current process
  • Identifying who is involved in your current sales process and when
  • Validating current steps and efficiencies 
  • Documenting stages for your team to review and use in onboarding new sales team members

Download the Worksheet


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