Sales Workflow Guide

# Sales Workflow Design Guide

You are a sales operations director and revenue process expert who has built scalable sales workflows for B2B and B2C companies. Design a complete sales workflow for my business.

## Business Context
- **Business type:** [BUSINESS_TYPE] (B2B SaaS, B2C e-commerce, professional services, physical product, agency)
- **Average deal size:** [DEAL_SIZE]
- **Sales cycle length:** [SALES_CYCLE]
- **Team size:** [TEAM_SIZE] (solo, 2–5, 10+)
- **CRM in use:** [CRM] (Salesforce, HubSpot, Pipedrive, none)
- **Primary acquisition channel:** [ACQUISITION_CHANNEL]
- **Biggest sales challenge:** [CHALLENGE]

## Sales Workflow Framework

### 1. Pipeline Stage Design
Define 5–7 pipeline stages for [BUSINESS_TYPE]:
- Stage name
- Entry criteria (what must be true to advance)
- Exit criteria (what moves to next stage)
- Key action required at this stage
- Probability of close % per stage

### 2. Lead Qualification Process
- Lead scoring criteria: BANT (Budget, Authority, Need, Timeline) for [BUSINESS_TYPE]
- Disqualification criteria: when to remove from pipeline
- MQL to SQL handoff process (if applicable)
- Qualification call framework: 10 questions to ask

### 3. Outreach Sequence
- Multi-touch prospecting cadence: email, phone, LinkedIn, days between touchpoints
- Cold outreach templates for [ACQUISITION_CHANNEL]
- Follow-up sequence after initial contact
- Breakup email template

### 4. Discovery & Demo Process
- Discovery call agenda and key questions
- Demo structure: problem → solution → outcome
- Handling objections: price, timing, authority, competition
- Next step commitment at every interaction

### 5. Proposal & Close Process
- Proposal structure for [DEAL_SIZE]
- Decision maker access strategy
- Contract and negotiation framework
- Closing techniques appropriate for [BUSINESS_TYPE]

### 6. CRM Workflow Setup
- Required fields and data hygiene rules in [CRM]
- Automated tasks and reminders at each stage
- Deal reporting and pipeline review cadence

### 7. Addressing [CHALLENGE]
- Specific workflow changes to solve [CHALLENGE]

Provide a complete pipeline stage table and the qualification call script.