Sales & acquisition workflow template

Last updated Mar 07, 2025

General
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Workflow template diagram

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About This Template
The Sales and Acquisition Workflow template is designed to help sales teams efficiently manage and track their lead conversion process. 

Workflow Steps

  1. 1. Initial contact
  2. 2. Is lead qualified? (Decision Point)
    Yes:
    1. 3. Conduct sales meeting and present plan and budget
    No:
    1. 4. Disqualify lead
  3. 5. Budget available? (Decision Point)
    No:
    1. 6. Add to nurture pipeline
    Yes:
    1. 7. Send proposal offer
  4. 8. Lead starts nurture flow
  5. 9. Any objections? (Decision Point)
    Yes:
    1. 10. Send proposal offer
    No:
    1. 11. Close the deal

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