> ## Documentation Index
> Fetch the complete documentation index at: https://docs.justflow.it/llms.txt
> Use this file to discover all available pages before exploring further.

# Sales Process BPMN template: prospecting to closing

> A ready-made BPMN 2.0 sales workflow covering prospecting, qualification, proposal, negotiation, and post-sales. 28 elements, medium complexity.

The Sales Process template gives your commercial team a clear, shared picture of every step from the first prospect contact to a closed deal and beyond. It covers the full funnel — prospecting, lead qualification, proposal, negotiation, and post-sales follow-up — laid out in a standards-compliant BPMN 2.0 diagram that you can open, adapt, and export in minutes.

## 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 →**](https://justflow.it/templates/sales-process)

<Note>
  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.
</Note>

## 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:

<CardGroup cols={2}>
  <Card title="Add an approval gate" icon="shield-check">
    "Add a discount approval step before the proposal is sent to the prospect."
  </Card>

  <Card title="Split the post-sales lane" icon="code-branch">
    "Split the post-sales lane into two separate lanes: Customer Success and Support."
  </Card>

  <Card title="Add a nurture path" icon="arrows-rotate">
    "Add a lead nurture loop for prospects that don't qualify immediately."
  </Card>

  <Card title="Include an upsell stage" icon="arrow-trend-up">
    "Add an upsell and cross-sell stage after the initial closing event."
  </Card>
</CardGroup>

<Tip>
  You can also edit any element manually — rename tasks, reorder lanes, add gateways, or connect new paths without using the AI at all.
</Tip>