SaaS process framework

This SaaS Process Framework template from Winning By Design can help you:

  • Describe the steps in your sales team's process.
  • Organize your processes across six verticals, each with a subset of activities.
  • View each activity from the point of view of customer value––not from the perspective of a salesperson trying to hit quota.

Open this template to view a detailed example of a sales process that you can customize to your use case.

SaaS process framework example

Related templates

Company overview

Gap selling example: Buying a car

Talker conversations