Sales flows by industry.
Every template comes with stages, outcomes, tasks and texts. You adopt it in the marketplace as a template of your own and then change anything you like.
What’s inside a template.
Stages
The path of a lead from enquiry to close, with substages for every point in between.
Outcomes
After each call your caller picks an outcome, and the next task follows automatically.
Texts and emails
Call guides and email templates are tailored to the industry, and you adapt them freely.
Every industry comes in three levels. Starter gets by with a few stages, Advanced separates calls and appointments more precisely, Pro maps the whole sales process including repeat business.
Six examples from the marketplace.
Solar and energy
Photovoltaics, storage, heat pumps
Starter
For small solar teams: call an enquiry within minutes, advise on the phone and send the quote straight afterwards.
6 stages · 48 outcomes
Advanced
From the call to the site visit: request roof photos, check the house in advance and only then drive out, so no trip is wasted.
10 stages · 86 outcomes
Pro
The complete solar sales process with financing: a response within five minutes, a technical check, a decision-maker meeting with all owners and a storage upsell.
12 stages · 117 outcomes
Insurance and finance
Needs analysis through to application
Starter
For solo advisers: call prospects, clarify their needs and send the proposal. Few stages, no admin.
6 stages · 48 outcomes
Advanced
Needs analysis before the proposal: collect an overview of existing policies, hold the advisory meeting and follow up reliably on the signature.
10 stages · 86 outcomes
Pro
For agencies with an existing client base: needs analysis, a second meeting with the partner, policy issue and the annual review as a fixed chain.
12 stages · 116 outcomes
Software and SaaS
Discovery, demo, trial
Starter
For founders doing their first selling: call the lead, show a demo, send a quote. Six stages, understood in an afternoon.
6 stages · 48 outcomes
Advanced
Discovery call, product demo and trial kept cleanly apart: you see which trials really lead to a close.
10 stages · 86 outcomes
Pro
For sales teams with long cycles: decision-maker demo, security review, trial and expansion after the close.
12 stages · 117 outcomes
Staffing and recruiting
Placement and temporary work
Starter
Win companies as clients: call HR managers, clarify the need and send your terms.
6 stages · 48 outcomes
Advanced
From needs conversation to framework agreement: collect the job profile, negotiate terms and prepare the first placement.
10 stages · 86 outcomes
Pro
For staffing providers with several locations: a conversation with senior management, a framework agreement and a steady flow of new vacancies.
12 stages · 116 outcomes
Trades and renovation
Enquiry, survey, quote
Starter
For small firms: answer an enquiry quickly, clarify it by phone and send the quote before the competition replies.
6 stages · 48 outcomes
Advanced
With a site visit: clarify the enquiry, arrange the survey and follow up on the quote while the customer is still comparing.
10 stages · 86 outcomes
Pro
For firms with many enquiries: first clarification, survey, second appointment, execution and maintenance contracts under control.
12 stages · 116 outcomes
Real estate
Win owners, secure listings
Starter
Win owners with no fuss: call, clarify the property, send a valuation, get the listing agreement.
6 stages · 48 outcomes
Advanced
With a viewing: qualify owners, send a rough valuation and secure the listing agreement during the visit.
10 stages · 86 outcomes
Pro
Owner acquisition in detail: a response within minutes, a conversation with all owners and a follow-up property after the sale.
12 stages · 116 outcomes