Free template · Sales
B2B Sales Process
From prospecting to closing and customer onboarding. Complete diagram of the B2B sales cycle.
Use this template freeProcess steps
- 1
Prospecting
Identifying potential customers through LinkedIn, databases, events or referrals.
- 2
Initial contact
First outreach by email or phone. Goal: secure a discovery meeting.
- 3
Discovery meeting
Understanding the customer's needs, current situation and whether there is product fit.
- 4
Demo or proposal
Product presentation or economic proposal tailored to the specific customer case.
- 5
Negotiation and close
Handling objections, adjusting terms and signing the contract.
- 6
Customer onboarding
Handover to the Customer Success team to ensure a successful onboarding.
Why document this process?
A documented sales process ensures the entire sales team follows the same steps, uses the same messaging and acts with the same methodology. It eliminates variability between salespeople and makes onboarding new team members easier.
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Frequently asked questions
- Yes. This template is completely free. You can open, edit and export it on the Mapaflow Free plan with no credit card required.
- Yes. The template opens in the Mapaflow editor where you can add, remove or modify any step, change responsible actors, adjust colours and adapt the flow to your company.
- Once you have edited the diagram in Mapaflow, click "Export" and select PDF, PNG or SVG. The export includes all nodes and connections at high resolution.
- Documenting business processes reduces dependency on individuals, makes training new employees easier, improves operational consistency and is a core requirement for certifications such as ISO 9001 or EFQM.
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