How many stages are in your sales process?

Academy Study Groups Study Group: Inbound Sales
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Our sales team have 7 stages in our sales process.

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Sales Process Stages:

  1. Prospecting
  2. Qualification
  3. Needs Analysis
  4. Presentation
  5. Objection Handling
  6. Closing
  7. Follow-up
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Our company has seven steps

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I want 12 well structured and measurable steps. am redesigning it today

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Hi Everyone, I work at a hedge fund serving B2C retail investors / B2B companies and we work with these stages

  • Unassigned: Inbound leads arrive at this stage before being assigned to a sales representative.

  • Pre-Qualification: The representative introduces themselves and submits additional qualification questions to the prospect.

  • Qualification & Pitch: Qualified leads receive a product presentation from the representative.

  • Negotiation: Documents have been sent, the product proposal is submitted, and the representative handles objections, pricing, terms, and the account opening form.

  • Compliance: The client’s KYC forms and documents are reviewed by the representative.

  • Forwarded to Back Office: Once KYC is passed, the representative requests a new account opening or an additional deposit from the Back Office.

  • Account Opening: The Back Office confirms the prospect is either opening an account or waiting for deposit approval.

  • Funding (Closed Won): The prospect sends funds to the account, receives buying instructions, and the deal is marked as Won.

Happy to hear your feedback.