Pre Sales Process Template for PowerPoint & Google Slides

The Pre Sales Process Template offers a clear, visually engaging framework for guiding sales teams through the crucial pre-sales stages that set the foundation for successful deals. Designed with a circular flow, this template highlights six key steps: Lead Generation, Initial Contact, Needs Assessment, Solution Mapping, Proposal Development, and Internal Handoff. Each phase is essential for nurturing prospects from initial awareness to qualified leads ready for the sales team to close.

This template is ideal for businesses aiming to standardize their pre-sales workflow and enhance communication across marketing and sales departments. By clearly defining the progression—from identifying potential customers with targeted campaigns, engaging them through personalized outreach, assessing their unique needs, mapping tailored solutions, crafting customized proposals, to efficiently handing off qualified leads—teams can optimize conversion rates and improve overall sales effectiveness.

Available in both PowerPoint and Google Slides formats, the Pre Sales Process Template is fully customizable to match your branding and specific sales strategies. Whether you’re preparing a sales training session, internal process documentation, or client presentations, this template provides a professional, streamlined visual aid that supports clarity and collaboration throughout the pre-sales journey.