Sales & operations / Guided template

Product sales lifecycle

A connected route from first enquiry through quotation, stock, fulfilment, payment and after-sales growth.

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Step 1 of 9

Set the document context.

Give the completed process document a useful title and enough context for another person to understand why it was prepared.

Document title Organisation or team Prepared by Prepared date Objective and scope

Step 2 of 9

Capture demand

Bring website enquiries, calls, emails and campaign responses into one managed entry point.

Which channels create enquiries, and what information must be captured before anyone can act? Notes, decisions, owners and next actions

Step 3 of 9

Qualify the opportunity

Confirm need, fit, timing, source and ownership before progressing or nurturing the enquiry.

What makes an opportunity qualified, who decides, and what happens when it is not ready? Notes, decisions, owners and next actions

Step 4 of 9

Build the customer record

Create the customer, contacts and opportunity with a clear value, stage and next action.

Which customer, contact and opportunity details are required, and who owns the next action? Notes, decisions, owners and next actions

Step 5 of 9

Quote and approve

Prepare the commercial offer, record revisions and capture the customer decision.

How is a quote prepared, checked, revised, approved and accepted by the customer? Notes, decisions, owners and next actions

Step 6 of 9

Order and source

Create the sales order, check available stock and raise purchasing work where supply is required.

How should stock availability, purchasing and split supplier orders be handled? Notes, decisions, owners and next actions

Step 7 of 9

Fulfil and collect

Pick, pack and dispatch the order, issue the invoice and record payment against the same transaction chain.

What triggers fulfilment, invoicing and payment collection, and what evidence is retained? Notes, decisions, owners and next actions

Step 8 of 9

Support and grow

Handle returns and support, then use the completed sale to guide service, renewal and cross-sell activity.

How are returns, support, warranties, renewals and further sales managed after fulfilment? Notes, decisions, owners and next actions

Step 9 of 9

✓

Review your process document.

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