Sales and customer process templates

Sales and customer process templates in this category

• Customer complaint escalation flowchart — A customer complaint escalation flowchart as a decision tree: nine tests on risk, repeat complaints, account value and payment limits, six named outcomes.
• Customer refund process flowchart (request to money returned) — Customer refund process flowchart: policy and window eligibility, manager goodwill approval, payment verification, refund to the original method, chargebacks.
• Customer support escalation process flowchart (tier 1 to tier 2) — Swimlane customer support escalation process flowchart: first-line attempt, documented tier 2 handover, severity and SLA check, engineering escalation.
• Sales lead qualification process flowchart: MQL to SAL — A swimlane sales lead qualification process flowchart: lead capture, ICP scoring, the MQL decision, SDR cadence, discovery, BANT or MEDDIC and AE handover.
• Sales pipeline process flowchart: opportunity to closed won — A five-lane sales pipeline process flowchart from qualified opportunity to closed won or lost: discovery, demo, validation, pricing, discount approval, close.
• Quote-to-cash process flowchart (opportunity to cash collected) — Quote-to-cash (Q2C) process flowchart: configure and price the quote, clear the discount ladder and the legal review of non-standard terms, issue the quote, book the order, invoice the milestone and collect the cash.
• Customer cancellation process flowchart (request to account closed) — Customer cancellation process flowchart: contract terms and notice period, reason coded before any save attempt, the offer ladder and its limits, final billing, data export, deprovisioning and churn coding.
• Sales process flowchart: prospect to signed order — Sales process flowchart template: prospecting and fit, first contact and discovery, qualification on need, budget and authority, quote approval, negotiation, closed won or lost, and handover to onboarding.
• Lead-to-order process flowchart (lead capture to booked order) — Lead-to-order process flowchart template: capture and deduplication, lead scoring and the MQL gate, SDR outreach and sales acceptance, CPQ configuration, discount approval, quote acceptance, credit check and order booking.
• Opportunity management process flowchart (stage exit criteria) — Opportunity management process flowchart template: qualification gate, stage exit criteria, forecast category and manager review, deal review threshold, stalled-deal re-engagement, and closed won or lost with a win/loss review.
• Sales approval process flowchart (deal desk and non-standard terms) — Sales approval process flowchart template: deal desk triage, standard-terms auto-approval, routing by exception type, threshold tiers, approval with conditions, rework loops and the approval trail.
• Discount approval process flowchart (tiered approval by band) — Discount approval process flowchart template: the request and its justification, a net margin and floor check, tiered routing to manager, director and finance, a counter-offer loop, and a discount trend review.
• Sales handoff process flowchart (closed won to customer success) — Sales handoff process flowchart template: closed-won trigger, handoff pack of goals and promises made, internal handoff meeting, customer success acceptance, kickoff, expectation gaps and a first value milestone.
• CRM lead management process flowchart (dedupe to conversion) — CRM lead management process flowchart template: duplicate check, territory or round-robin assignment, first-touch SLA, contact cadence, qualification and conversion, nurture or disqualification.
• Customer churn process flowchart (save play to win-back) — Customer churn process flowchart template: risk signal, save play, retained or churn decision, exit interview, offboarding handoff, win-back eligibility and churn analysis feedback loop.