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        9 checklists sales processes

        For sales professionals today, only 34% of their time is spent selling.

        吊死男士4季全集This begs the question, what are they doing for the remaining 66% of the time吊死男士4季全集?

        Sales teams struggling to keep up with data entry, 吊死男士4季全集quote generation, and other tasks drag sales reps away from potential leads. As such, 54% are expected to miss their quotas every year.

        What you need are optimized sales processes that outline the best sale practices drawing from up-to-date research and findings.

        This is where Process Street comes to save the day.

        In this article, you’ll find 20 structured sales processes based on industry best practices which you can access for free. Simply click Edit Checklist to add any process to your Process Street account, so you can start supercharging your sales process today!

        For a quick taster, check out our 吊死男士4季全集MEDDIC Sales Process Checklist Template below:

        Click here to get our MEDDIC Sales Process Checklist Template!

        You can click on the relevant link below to jump to your template of choice.

        Click on the subheader below to jump to the relevant section, alternatively scroll down to find out all we have to say and perfect your sales processes.

        With that said, let’s get started!


        Below we have listed our top 20 sales processes, free and ready for you to use right away.

        Within these templates, you’ll find overviews of CRMs and how they can be integrated within Process Street to help automate your team. Combining your sales processes with a CRM system allows you to not only monitor the workflow in Process Street but also to be able to measure all output as well.


        Hiring new staff is meant to give an injection of productivity and new ideas into your company. Hiring sales team members is a proven way to scale your business and drive the success of the company. But if you aren’t training your new hires effectively then you’ll waste this opportunity. Put time and effort into your trainees using our
        Sales Training Process Checklist and they will pay you back by generating leads and closing sales.

        We’ve created this 90-day process to help you turn your fresh-faced newbie to a professional deal closer. Go through week by week, from learning the phones to presenting at conferences.

        Click here to access our Sales Training Process Checklist!


        Cold calling is as much an art as a science. There are different theories about the best ways to approach it. Fortunately, we decided to cover a number of them within this Cold Calling Checklist to help you decide which approach is best for your business.

        Precision and timing are key to successful cold calling:

        Cold-calling has what I refer to as a “7 Second Rule.” This means that upon cold-calling a new prospect you, as a sales professional, have about 7 seconds to differentiate yourself from every other company or competing sales individual who is contacting this person on a daily basis“. – Ken Sunheim – Money Generating Cold-Calling, The 7 Second Rule

        This is why our checklist has been geared to encourage you to update and improve the process as you use it – learning from each call.

        Click here to access our Cold Calling Checklist!


        We’ve all been there. You have a big presentation coming up and you’re struggling to pull your presentation together.

        Well, struggle no more.

        Our Sales Presentation Template helps you create the right sales presentation for your business. From selecting your Buyer Persona to constructing a compelling narrative, this checklist will walk you through the process in an easy to follow way.

        Filled with useful links and further reading, this process can help breakdown a daunting task into manageable chunks.

        Click here to access our Sales Presentation Template!


        Your sales pipeline has to lead you up to this point. You’re sat opposite the client with the hopes of the company on your shoulders – don’t screw it up.

        No pressure.

        This Closing The Sales Checklist provides informative guides to help you close deals with a host of recommended further reading. More than this, the checklist will run you through all the administrative elements of closing a sale to make sure you don’t miss anything. This process is geared to help you transition from a sale to a successful client relationship.

        Click here to access our Closing The Sale Checklist!


        Another successful month completed.

        Before you pat yourself on the back you need to know how successful the month has been and where you have room for improvement.

        This is where the Monthly Sales Report comes into play. This process guides you through analyzing your team performance, assessing the pipeline, and creating forecasts.

        Use this checklist at the end of every month to review your sales process, problems, and successes.

        Click here to access our Monthly Sales Report checklist!.


        Even if your inbound marketing is helping you spark warm conversations with qualified leads, you still want to be sending carefully targeted cold emails to convert your ideal customers.

        Our Cold Email Checklist for Sales is based on a guest post we received from Forster Perelsztejn at Prospect.io; an essential part of Forster’s job is helping customers craft cold emails that get clicks and replies.

        In this checklist, we draw from Forster’s advice, giving you a series of proven steps that will help you optimize your cold email to get the best chance of conversion before you hit send.

        Click here to access our Cold Email Checklist for Sales!


        Our High Touch Client Onboarding for SaaS Companies checklist focuses on making sure that recognition of value is delivered, without overwhelming or neglecting the client’s needs. With the mantra of high tech allows for high touch, this checklist template utilizes automation to deal with many of the manual processes that would typically bog you down during the onboarding process, for a robust and scalable solution to all client scenarios.

        Click here to access our High Touch Client Onboarding for SaaS Companies checklist!


        It’s important to know what your competitors do well and what they do not so well, as this helps you determine how you can best position yourself when speaking with prospective buyers.

        Use our Sales Competitive Analysis Checklist to guide you through the process of conducting a thorough analysis of a competitor, covering everything from keyword performance to evaluating analyst reports and ultimately integrating your learnings into pitch decks.

        Click here to access our Sales Competitive Analysis Checklist!


        With a strong sales onboarding process, your sales representatives will be set up for success before they even begin selling. According to a study by Leadership IQ, 46% of new hires fail within the first 18 months. To rub salt in the wound so to speak, only 19% achieve unequivocal success.

        Even if you are bringing in the right talent, you cannot expect rockstar performances without an effective onboarding plan – as this Sales Onboarding Checklist provides.

        Run this Sales Onboarding Checklist to hire new sales staff, train them with the required skills and knowledge, instill company values, and show them how to leverage the provided tools of a company.

        Click here to access our Sales Onboarding Checklist!


        This Upselling Process for SaaS Companies has been designed to guide an account or customer success manager through the process of upgrading an existing customer to a premium tier pricing plan for a subscription SaaS product.

        The process is designed to be integrated with a subscription payment processing platform like Chargebee so that the completion of the process automatically changes the subscription status of the client.

        Run this checklist when you’ve determined that a customer has the potential to be upgraded to a premium tier product.

        Click here to access our Upselling Process for SaaS Companies!


        Using our sales processes will help you streamline your sales funnel and drive in more sales for a healthier bottom-line. Each one of these processes is free and ready for you to use today!

        Simply sign up to Process Street to get started!

        Looking for other checklists? Perhaps you need to smooth out your processes for your client onboarding? Or, you need to improve your human resources processes?

        Take a peek at some of the other checklist packs below to see which ones you can implement in your business.

        Start using all these checklists and more, improving your sales processes, and closing more deals. Go get ’em!

        How do you perfect your sales processes? What success and challenges have you faced? We would love to hear from you, so please comment below. Who knows, you may even get featured in an upcoming article!


        Adam Henshall is a content writer for Process Street and dabbles in other projects inc Idyoma on the side. Living in Sevilla in the south of Spain, Adam's current hobby is learning Spanish! @adam_h_h


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