What this template covers
The diagram maps the entire commercial cycle across the following stages:- Prospecting — Identifying and capturing new leads from inbound and outbound sources.
- Qualification — Evaluating leads against fit criteria before investing sales effort.
- Proposal — Preparing and presenting a tailored commercial offer to the prospect.
- Negotiation — Handling objections, adjusting terms, and working toward agreement.
- Closing — Formalizing the deal with contract signature and handoff.
- Post-sales — Onboarding the new customer and setting up success and support touchpoints.
Template details
| Field | Value |
|---|---|
| Category | Sales |
| Complexity | Medium |
| Elements | 28 |
| Format | BPMN 2.0 |
Use cases
This template is a strong starting point whenever you need to:- Standardize the commercial process across a sales team so every rep follows the same playbook.
- Train new salespeople with a visual map of each stage, decision point, and handoff.
- Identify funnel bottlenecks by reviewing which steps accumulate delays or drop-offs.
- Document sales stages for CRM configuration, compliance audits, or investor due diligence.
Get started
Open the Sales Process template directly in the Just Flow It editor: Open Sales Process template →Viewing the template is free. To edit or export, sign in to your Just Flow It account — the free plan is enough to get started.
Customize with AI
Once the template is open in the editor, you can adapt it to your exact process using the AI assistant. Type your instruction in plain language and the diagram updates automatically. Here are some prompts to try:Add an approval gate
“Add a discount approval step before the proposal is sent to the prospect.”
Split the post-sales lane
“Split the post-sales lane into two separate lanes: Customer Success and Support.”
Add a nurture path
“Add a lead nurture loop for prospects that don’t qualify immediately.”
Include an upsell stage
“Add an upsell and cross-sell stage after the initial closing event.”