Sales Workflows
End-to-end sales process automations from first touch to closed deal, including re-engagement, qualification, and lifecycle workflows.
One playbook from first touch to closed deal
These sales workflow templates are for sales managers and RevOps teams whose process exists mostly in people's heads — where qualification depends on which SDR answered, lost deals vanish without a second look, and meeting follow-up happens whenever someone remembers. Each workflow turns one of those tribal habits into a documented, automated sequence of steps with owners and SLAs.
The collection covers the moments deals are won or lost: a 24-step inbound qualification flow with BANT scoring and sub-minute routing, a 30/60/90-day closed-lost re-engagement playbook, a full demo and meeting lifecycle with discovery frameworks and two-hour follow-up SLAs, a proposal-to-contract workflow, and an e-commerce customer lifecycle from first purchase through win-back.
Qualification handoffs
BANT and MEDDICC checkpoints are built into the workflow steps, so leads move from SDR to AE with complete context instead of a one-line Slack message.
Deal recovery plays
Closed-lost and stalled deals enter structured 30/60/90-day win-back motions automatically, recovering revenue that most teams write off the day the deal dies.
Manager inspection points
SLA timers and escalation rules surface exactly which deals and reps need attention, replacing end-of-quarter surprises with weekly course corrections.
Template library
Ready-to-use sales workflows
Pick a template, review the workflow details, then download or adapt it for your CRM rollout.
Format availability varies by template.
Rollout path
Rolling out a workflow your reps will actually follow
Teams get better adoption when the template is customized before automation is layered on top.
Fix your leakiest stage first
Deploy the single workflow covering where deals die most — inbound response time, lost-deal silence, or slow proposals. One adopted workflow beats five announced ones.
Assign a named owner to every step
These workflows specify owner roles per step. Map each role to a real person or queue before launch; an unowned step is where the automation quietly stops.
Set SLAs you can actually meet
The templates ship with aggressive defaults like 5-minute inbound response. If your team cannot hit them yet, set achievable SLAs and tighten quarterly — a breached SLA everyone ignores trains the team to ignore all of them.
Inspect outcomes weekly, not activities
Review the outcome metrics each workflow defines — qualification rate, win-back rate, meeting-to-proposal conversion — rather than counting completed tasks.
Customize first
Make the template match your team
Browse ready-to-use sales workflows you can adapt for your sales team, RevOps process, or CRM rollout. Every template includes practical guidance so you can move from planning to execution faster.
Edit ownership, terminology, handoff rules, required fields, timing expectations, and reporting views first. Those changes make the framework feel native to your team and improve adoption after rollout.
When you deploy a template into HelloGrowthCRM, the automation layer comes with it — see the full feature set for what each plan automates, or check pricing if you are sizing the rollout for a team. Every template here works on the free plan.
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A structured 30-minute B2B discovery call script — opening, situation, problem, impact, budget and authority, next step — with a question bank for every section.
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Five ready-to-adapt WhatsApp sales scripts for Indian SMB teams — first outreach, quote follow-up, demo no-show recovery, payment reminder, and re-engagement — plus etiquette rules.
OpenReferral Request Template Pack
Ready-to-adapt referral asks for the two moments they actually work — post-onboarding and post-milestone — plus a WhatsApp referral message and the CRM fields to track incentives.
OpenCommon questions
Sales Workflows: what teams ask before downloading
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