tech-ops

Sales Pipeline Stage Checklist

Stage-by-stage exit criteria — a deal only advances when its criteria are met.

  1. Stage 1 — Qualified

    Pain confirmed. Budget range known. Decision process mapped.

    ~30 min

  2. Stage 2 — Discovery

    Multi-thread (2+ contacts). Success criteria documented.

    ~60 min

  3. Stage 3 — Proposal

    Mutual close plan. Champion identified. Pricing aligned.

    ~60 min

  4. Stage 4 — Negotiation

    Terms reviewed by legal. Procurement engaged. Verbal commit.

    ~60 min

  5. Stage 5 — Closed

    Signed. CRM updated. Handover to CS scheduled.

    ~30 min

Frequently asked questions

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