New Business with a Self Serve Free Trial

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New Business with a Self Serve Free Trial

The New Business with a Self Serve Free Trial funnel template is a valuable resource for businesses aiming to optimize their sales process and enhance overall productivity. This template outlines the key stages involved in acquiring new customers, starting from lead generation to successfully closing deals. By implementing this funnel template, businesses can maintain a smooth flow of leads through the sales pipeline, ensuring no vital steps are overlooked. It serves as a guiding framework to efficiently convert leads into customers and maximize revenue generation. Here is the table for the New Business with a Self Serve Free Trial funnel template:

Steps full description (5)
1
Description
Customer Started Free Trial
1
Description
Probability
5%
Probability
Forecast Category
Pipeline
Forecast Category
Recommended Gates
Verify that the customer has started a free trial by checking for a record indicating their trial start date.
Recommended Gates
Free Trial
1
Description
Customer Started Free Trial
1
Description
Probability
5%
Probability
Forecast Category
Pipeline
Forecast Category
Recommended Gates
Verify that the customer has started a free trial by checking for a record indicating their trial start date.
Recommended Gates
1
Description
Engaging with the customer to understand their needs and requirements
1
Description
Probability
10%
Probability
Forecast Category
Pipeline
Forecast Category
Recommended Gates
Verify that the necessary discovery activities have been completed, such as documented customer needs, solution fit assessment, or discovery meeting notes.
Recommended Gates
Discovery
1
Description
Engaging with the customer to understand their needs and requirements
1
Description
Probability
10%
Probability
Forecast Category
Pipeline
Forecast Category
Recommended Gates
Verify that the necessary discovery activities have been completed, such as documented customer needs, solution fit assessment, or discovery meeting notes.
Recommended Gates
1
Description
Working with the customer to align on the budget, financial commitment, and necessary terms and conditions before moving forward to contracting.
1
Description
Probability
50%
Probability
Forecast Category
Best Case
Forecast Category
Recommended Gates
Verify that a proposal has been sent to the customer by checking for a related proposal record or document.
Recommended Gates
Proposal
1
Description
Working with the customer to align on the budget, financial commitment, and necessary terms and conditions before moving forward to contracting.
1
Description
Probability
50%
Probability
Forecast Category
Best Case
Forecast Category
Recommended Gates
Verify that a proposal has been sent to the customer by checking for a related proposal record or document.
Recommended Gates
1
Description
Initiating contact with the customer to discuss premium offerings and finalize the contract.
1
Description
Probability
90%
Probability
Forecast Category
Commit
Forecast Category
Recommended Gates
Verify that a contract has been initiated or sent to the customer by checking for a contract record or document.
Recommended Gates
Contracting
1
Description
Initiating contact with the customer to discuss premium offerings and finalize the contract.
1
Description
Probability
90%
Probability
Forecast Category
Commit
Forecast Category
Recommended Gates
Verify that a contract has been initiated or sent to the customer by checking for a contract record or document.
Recommended Gates
1
Description
Closed Won
1
Description
Probability
100%
Probability
Recommended Gates
Closed
Recommended Gates
Recommended Gates
Closed
Recommended Gates
Closed Won
1
Description
Closed Won
1
Description
Probability
100%
Probability
Recommended Gates
Closed
Recommended Gates
Recommended Gates
Closed
Recommended Gates