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New Business Funnel
A new business funnel template is a helpful tool for any business looking to streamline their sales process and improve their overall efficiency. This type of template lays out the various stages of the sales cycle, from the initial lead generation all the way through to closing the deal. By using a funnel template, businesses can ensure that they are consistently moving leads through the pipeline, and that they are not missing any key steps along the way.
Here is the table for the new business funnel template:
Steps full description (5)
Description
The account fits the ideal customer profile and there is good reason to believe a deal can be closed within the company’s normal expected sales cycle.
Description
Probability
10% / 0%
Probability
Forecast Category
Pipeline
Forecast Category
Recommended Gates
Champion Contact + Next Steps
Recommended Gates
Automations
Clear and Update Next Steps
Automations
Qualified
Description
The account fits the ideal customer profile and there is good reason to believe a deal can be closed within the company’s normal expected sales cycle.
Description
Probability
10% / 0%
Probability
Forecast Category
Pipeline
Forecast Category
Recommended Gates
Champion Contact + Next Steps
Recommended Gates
Automations
Clear and Update Next Steps
Automations
Description
The account sees the potential in the value proposition and is now evaluating internally if there is a technical fit and the ROI or strategic fit with any internal initiatives.
Description
Probability
25%
Probability
Forecast Category
Pipeline
Forecast Category
Recommended Gates
Technical Fit / Win (Yes / No) + Next Steps
Recommended Gates
Automations
Clear and Update Next Steps
Automations
Evaluate
Description
The account sees the potential in the value proposition and is now evaluating internally if there is a technical fit and the ROI or strategic fit with any internal initiatives.
Description
Probability
25%
Probability
Forecast Category
Pipeline
Forecast Category
Recommended Gates
Technical Fit / Win (Yes / No) + Next Steps
Recommended Gates
Automations
Clear and Update Next Steps
Automations
Description
The account is trying to align with you on definite budget and financial commitment as well any terms and conditions necessary to move forward to contracting.
Description
Probability
50%
Probability
Forecast Category
Best Case
Forecast Category
Recommended Gates
Proposal Sent, Proposal Link or Document, Proposal Comments, Billing Term, Contract Term + Next Steps
Recommended Gates
Automations
Clear and Update Next Steps
Automations
Proposal/Negotiation
Description
The account is trying to align with you on definite budget and financial commitment as well any terms and conditions necessary to move forward to contracting.
Description
Probability
50%
Probability
Forecast Category
Best Case
Forecast Category
Recommended Gates
Proposal Sent, Proposal Link or Document, Proposal Comments, Billing Term, Contract Term + Next Steps
Recommended Gates
Automations
Clear and Update Next Steps
Automations
Description
The account has given a verbal commitment and now seeks to align on a master services agreement and legal verbiage necessary for signatures.
Description
Probability
90%
Probability
Forecast Category
Commit
Forecast Category
Recommended Gates
Billing Term, Contract Term, Contract Documents or Link
Recommended Gates
Automations
Clear and Update Next Steps
Automations
Contracting
Description
The account has given a verbal commitment and now seeks to align on a master services agreement and legal verbiage necessary for signatures.
Description
Probability
90%
Probability
Forecast Category
Commit
Forecast Category
Recommended Gates
Billing Term, Contract Term, Contract Documents or Link
Recommended Gates
Automations
Clear and Update Next Steps
Automations
Description
Closed Won
Description
Probability
100%
Probability
Forecast Category
Closed
Forecast Category
Recommended Gates
Closed
Recommended Gates
Automations
Create Renewal Opportunity, Update Closed Date to Today
Automations
Closed Won
Description
Closed Won
Description
Probability
100%
Probability
Forecast Category
Closed
Forecast Category
Recommended Gates
Closed
Recommended Gates
Automations
Create Renewal Opportunity, Update Closed Date to Today
Automations
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