{"id":113127,"date":"2025-04-08T12:31:30","date_gmt":"2025-04-08T10:31:30","guid":{"rendered":"https:\/\/www.livespace.io\/?p=113127"},"modified":"2025-06-09T14:23:54","modified_gmt":"2025-06-09T12:23:54","slug":"sales-process-flowchart","status":"publish","type":"post","link":"https:\/\/www.livespace.io\/en\/blog\/sales-process-flowchart\/","title":{"rendered":"What is a Sales Process Flowchart? Sales Process Flowchart explained (with Examples)"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_82_2 counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents:<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.livespace.io\/en\/blog\/sales-process-flowchart\/#What_is_a_sales_process_flowchart\" >What is a sales process flowchart?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.livespace.io\/en\/blog\/sales-process-flowchart\/#How_to_make_a_sales_process_flowchart\" >How to make a sales process flowchart?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.livespace.io\/en\/blog\/sales-process-flowchart\/#Expert_tips_on_creating_a_CRM_sales_process_flowchart\" >Expert tips on creating a CRM sales process flowchart<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.livespace.io\/en\/blog\/sales-process-flowchart\/#The_usefulness_of_your_sales_flowchart_depends_on_the_effectiveness_of_your_sales_process\" >The usefulness of your sales flowchart depends on the effectiveness of your sales process<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"What_is_a_sales_process_flowchart\"><\/span><span style=\"font-weight: 400;\">What is a sales process flowchart?<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Sales processes can often be complex and sophisticated, with numerous steps and conditions that differ actions for various customer segments. This can often make it challenging for sales reps to ideally reflect the company\u2019s <\/span><a href=\"https:\/\/www.livespace.io\/en\/blog\/sales-process-guide\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">sales process<\/span><\/a><span style=\"font-weight: 400;\"> in their work. That\u2019s where sales process flowcharts can help by visualizing the steps. They can simplify the process, turning a complicated workflow into something easy to understand and follow.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Why is it worth creating a sales process flowchart?<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A clear sales flowchart keeps everyone on the same page, making it easier for your team to follow best practices and stay consistent. It removes guesswork, helps spot areas for improvement, and streamlines the entire process. With a well-structured flowchart, your sales reps can work more efficiently, close deals faster, and create a better experience for customers.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"How_to_make_a_sales_process_flowchart\"><\/span><span style=\"font-weight: 400;\">How to make a sales process flowchart?<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">To begin, it\u2019s best to have a tool like Miro so your entire team can work collaboratively, but even a simple piece of paper would do.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Quick note: To create a flowchart, you need to have a sales process. If you don\u2019t have one yet, here\u2019s <\/span><a href=\"https:\/\/www.livespace.io\/en\/webinars\/sales-process-design\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">a quick guide on how to create it<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">1. Identify the sales process<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Start by clearly defining your sales process. This typically includes all the stages a potential customer goes through before they become a paying client, from lead generation to closing the sale.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Remember that your sales process\u00a0 is the backbone of your revenue strategy. You can build it from scratch to fit your business model or <\/span><a href=\"https:\/\/www.livespace.io\/en\/blog\/sales-methodology-vs-sales-process\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">base it on a proven methodology<\/span><\/a><span style=\"font-weight: 400;\"> like BANT, Challenger Sales, or Solution Selling.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">2. List all stages in the sales process<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Write down each step of the sales journey. This could be a mix of activities and decision points. A detailed list will help you visualize the flow of actions.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Example: For a SaaS company, the steps might look like:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Sales outreach (calling or emailing qualified leads).<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Qualification (is this lead ready to buy?).<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Demo\/meeting (presenting the product).<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Proposal (sending contract or formal offer).<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Negotiation of terms.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Closing (sealing the deal, collecting payment).<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400;\">For other sectors \u2013\u00a0like in the case of online store <\/span><a href=\"https:\/\/www.rokronline.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">ROKR<\/span><\/a><span style=\"font-weight: 400;\"> \u2013 this can be different. Alfred Christ, the company\u2019s Sales Manager, told us that they compartmentalize their sales cycle into the following stages: Initial Contact, Product Demonstration, Negotiation, and Finalization. \u201cThey each contain clear actions such as sending product samples or discussing pricing options at each step,\u201d he explained.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">\u201cOne recommendation I have is to keep the flowchart simple \u2013 just the most salient touchpoints. For example, when a lead reaches the stage of &#8220;Product Demonstration&#8221; at our company, we take note of the types of demos (3D puzzle kits or wooden toys) to be presented, along with the emphasis on the main selling points. This visualizes clarity for the sales team to know what to prioritize at every step, thus ensuring smoother execution and greater alignment,\u201d he said.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">3. Choose the right flowchart symbols<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">To make your flowchart easy to understand, use the right symbols. Each symbol represents a different part of the process:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Oval: Start or end point (e.g., start of the process, deal closed).<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Rectangle: An action or task (e.g., send email, call lead).<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Diamond: Decision point (e.g., is the lead qualified?).<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Arrow: Shows the direction of the flow between tasks.<\/span><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">Here\u2019s an example of how these different elements look like in <\/span><a href=\"https:\/\/miro.com\/flowchart\/symbols\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Miro<\/span><\/a><span style=\"font-weight: 400;\">:<\/span><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-113128\" src=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/04\/image1.png\" alt=\"CRM sales process flowchart; make sure to use different symbols for your B2B sales process flowchart\" width=\"1600\" height=\"1200\" srcset=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/04\/image1.png 1600w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/04\/image1-300x225.png 300w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/04\/image1-1030x773.png 1030w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/04\/image1-768x576.png 768w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/04\/image1-1536x1152.png 1536w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/04\/image1-1500x1125.png 1500w, https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/04\/image1-705x529.png 705w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/><\/p>\n<p><a href=\"https:\/\/miro.com\/flowchart\/symbols\/\"><span style=\"font-weight: 400;\">Image source<\/span><\/a><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-weight: 400;\"><strong>Example:<\/strong> For the sales process, an Oval could represent the &#8220;Lead Generation&#8221; stage, and a Rectangle might represent the &#8220;Send Proposal&#8221; step. A Diamond could be used to signify a decision point, like &#8220;Is the client ready to buy?&#8221;<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">4. Map out the process steps<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Now that you know the steps and symbols, start placing the steps in logical order. Use arrows to show how each step leads to the next.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Example Sales Flowchart:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Oval: Start &#8211; Lead enters the pipeline.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Rectangle: Sales rep reaches out to lead.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Diamond: Is the lead qualified?<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Yes: Proceed to Rectangle &#8211; Schedule a demo.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">No: Proceed to Oval &#8211; End (discard the lead).<\/span><\/li>\n<\/ul>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Rectangle: Conduct a demo.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Diamond: Is the lead interested in purchasing?<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Yes: Proceed to Rectangle &#8211; Send Proposal.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">No: Proceed to Oval &#8211; End (exit the process).<\/span><\/li>\n<\/ul>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Rectangle: Send proposal\/quote to lead.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Diamond: Is the price acceptable?<\/span>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">Yes: Proceed to Rectangle &#8211; Close the deal.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"2\"><span style=\"font-weight: 400;\">No: Negotiate or adjust proposal.<\/span><\/li>\n<\/ul>\n<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Oval: End &#8211; Deal closed.<\/span><\/li>\n<\/ol>\n<h3><span style=\"font-weight: 400;\">5. Add decision points and branches<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Sales processes often include decision points where you need to evaluate if a lead is a good fit, if they\u2019re ready to buy, or if they accept the price. These are typically represented by Diamonds.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Tip: Limit decision points to those that significantly impact the next step. Too many decision points can clutter the flowchart and make it harder to follow.<\/span><\/p>\n<p><strong>Example:<\/strong><\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">A decision point like &#8220;Is the client ready to buy?&#8221; should have a Yes\/No branch. If \u201cYes,\u201d it moves to &#8220;Send Proposal,&#8221; if \u201cNo,\u201d it might go back to &#8220;Follow Up Later&#8221; or &#8220;Move to Nurture Campaign.&#8221;<\/span><\/li>\n<\/ul>\n<h3><span style=\"font-weight: 400;\">6. Review and edit the flowchart<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Review your flowchart for clarity. Make sure the process is easy to follow, and all decision points are logical. Keep the flowchart simple but comprehensive, avoiding unnecessary details that could confuse the viewer.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Tip: Show the flowchart to someone who <\/span><a href=\"https:\/\/www.livespace.io\/en\/blog\/sales-process-what-when-and-how-to-measure-it\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">doesn\u2019t know the sales process well<\/span><\/a><span style=\"font-weight: 400;\">. If they can easily follow it, you\u2019ve made it clear enough. If they struggle, simplify it or break it into smaller steps.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">7. Finalize and use the flowchart<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Once you\u2019ve reviewed the flowchart and are satisfied with its clarity, finalize it. You can use colors, labels, or icons to emphasize key points, but be sure not to overcrowd the diagram. Keep it neat and readable.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Example: Use different colors to highlight key stages, such as lead qualification (green), proposal stages (blue), and closing stages (red).<\/span><\/p>\n<h4><span style=\"font-weight: 400;\">Here are a few extra tips for creating B2B sales process flowcharts<\/span><\/h4>\n<ol>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Use consistent symbols \u2013 stick to one set of flowchart symbols throughout. This maintains clarity and helps everyone understand the process.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Color coding \u2013 use colors to differentiate between stages, such as lead qualification in green, demo\/meeting stages in blue, and closing in red. However, don&#8217;t overdo it; keep it simple.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Incorporate metrics \u2013 you can also add key performance indicators (KPIs) at each stage, like &#8220;Conversion Rate at Proposal Stage&#8221; or &#8220;Time to Close.&#8221; This adds actionable data to your flowchart.<\/span><\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\"><span style=\"font-weight: 400;\">Digital tools \u2013 use flowcharting tools for a professional look. These tools allow you to easily adjust the flowchart, and some even offer templates specifically for sales processes.<\/span><\/li>\n<\/ol>\n<h2><span class=\"ez-toc-section\" id=\"Expert_tips_on_creating_a_CRM_sales_process_flowchart\"><\/span><span style=\"font-weight: 400;\">Expert tips on creating a CRM sales process flowchart<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">We have spoken to a few sales experts, and here are the tips they shared on creating sales process flowcharts:\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Keep it simple\u00a0<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">A huge mistake people often make when creating a sales process flowchart is trying to include too much information at once. \u201cA flowchart should be a guide, not a data dump,\u201d said Chris Bajda, Managing Partner at <\/span><a href=\"https:\/\/groomsday.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Groomsday<\/span><\/a><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">\u201cI learned this when we first created our own at Groomsday \u2013 it was packed with too many decision points and steps. As a result, our sales team didn\u2019t use it effectively. We simplified it by focusing on the four key stages that drive sales: lead generation, nurturing, closing, and post-sale follow-up,\u201d he added.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Once they removed unnecessary details, the flowchart became something the team could easily follow and use daily.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">\u201cOne thing I always recommend is having clear, actionable steps for each phase in the process. At Groomsday, each stage of the flowchart had one key action to complete before moving on to the next step,\u201d said Bajda.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Create flowcharts that are as dynamic and flexible as your sales process<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">\u201cIn my real estate practice, we break down the process into clear visual stages, from prospecting to closing. But beyond that, we include elements like timing, urgency, and follow-up points that help determine how to respond to potential buyers at different stages,\u201d said Mark Sanchez, Founder of <\/span><a href=\"http:\/\/tropicresidential.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Tropic Residential<\/span><\/a><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Tropic Residential uses a visual timeline for each property sale. This includes key milestones like initial interest, property tours, and closing. It gives the team a clear view of where the deal stands and allows them to adjust strategies in real-time. \u201cWhen we worked with an investor on a property flip, this approach helped us adjust pricing and communication based on the sales timeline, resulting in quicker, more profitable closings,\u201d shared Sanchez.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Present actionable insights only<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Refrain from including too much information on your flowchart \u2013 focus primarily on actionable insights.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">\u201cYour visualization should clearly highlight areas where you can take concrete steps to improve performance. Concentrate on key metrics that directly impact revenue and conversion rates. Avoid cluttering your visuals with extraneous information that doesn&#8217;t drive decision-making. The goal is to create a streamlined view that allows you to quickly identify bottlenecks, trends, and opportunities in your sales funnel,\u201d said Will Yang, the Head of Growth and Marketing at <\/span><a href=\"https:\/\/www.instrumentl.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Instrumentl<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">He told us that when he led the sales team at his previous tech startup, they implemented a simple funnel visualization that tracked conversion rates between each stage of the sales process. By focusing on just five key stages and their associated conversion percentages, they were able to quickly spot that their demo-to-proposal stage had an unusually low conversion rate.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">This insight led them to revamp their demo process, resulting in a 15% increase in overall close rates within two quarters. The clarity and actionability of the visualization were crucial in driving that improvement.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Create multiple flowcharts if your process is really complex<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">If your sales process is very complex, then you might consider creating a few flowcharts, instead of just one to show the different stages of your sales process. \u201cDon&#8217;t try to cram every single detail onto one diagram or flowchart. Instead, break it down into multiple visualizations that each highlight a specific aspect or stage of the process,\u201d is what we heard from Noel Griffith, CMO at <\/span><a href=\"https:\/\/supplygem.com\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">SupplyGem<\/span><\/a><span style=\"font-weight: 400;\">.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You can have one visualization for the lead generation and prospecting stages, another for the needs analysis and presentation stages, and a third for negotiation, closing, and follow-up. This makes it much easier to communicate the key steps and decision points without overwhelming people with too much information at once.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Griffith said he learned this lesson the hard way early in his career. He had created this massive, complicated visualization that attempted to capture their entire sales cycle from start to finish. \u201cIt looked more like a tangled ball of yarn than a coherent process map. Whenever I tried using it to train new hires, their eyes would glaze over about 5 minutes in. After that experience, I broke it down into more focused visualizations &#8211; and understanding improved dramatically,\u201d Griffith said.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The takeaway? Sales is complex enough without convoluted visuals adding to the confusion.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Consider naming the steps after real-life customer conversations<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Sometimes, the issue with sales flowchart usability isn\u2019t the steps themselves; it\u2019s about vague nomenclature Callum Gracie, Head of Marketing at <\/span><a href=\"https:\/\/www.timthedj.com.au\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Tim The DJ<\/span><\/a><span style=\"font-weight: 400;\">, shared a story from a previous company, where he was involved in the sales flowchart design process. He said that the visualizations became much more practical for the team once steps were shaped after actual conversations with clients rather than just internal procedures.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">\u201cWe first examined the actual locations of lead dropoffs. We then added decision points into the flowcharts, like &#8220;Did the prospect engage?&#8221; with explicit next steps in place of simply listing &#8220;Follow-up Email&#8221; as a step,\u201d Gracie explained. Instead of adhering to a strict framework, this allowed the sales representatives to make adjustments in real-time.\u201d<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">Include customer fatigue checkpoints<\/span><\/h3>\n<p><a href=\"https:\/\/brandignite.co\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">Brand Ignite<\/span><\/a><span style=\"font-weight: 400;\"> CEO, Khan Muhammad Imran, shared an original approach to his agency\u2019s sales process flowchart. Namely, on top of the steps that reflect their sales process, they\u2019ve also introduced so-called \u201cdecision fatigue checkpoints\u201d. This came after the company realized deals often came to a halt not because of the pitch or the pricing, but because decision-makers hit cognitive overload.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">\u201cWe added checkpoints after every major stage. Discovery. Proposal. Negotiation. At each one, the rep pauses to ask, \u2018Is the client overloaded?\u2019. If the answer is yes, we shift focus to simplifying the decision. For example, offering a one-pager instead of another deck, \u201d Imran said.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">After visualizing these smaller steps in the flowchart, sales reps stay grounded in that their job isn\u2019t to \u201cjust\u201d sell. It is to reduce decision fatigue, too. Imran shared with us that, after ensuring all sales people applied checkpoints, the deal velocity increased by 18 percent in six months.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"The_usefulness_of_your_sales_flowchart_depends_on_the_effectiveness_of_your_sales_process\"><\/span><span style=\"font-weight: 400;\">The usefulness of your sales flowchart depends on the effectiveness of your sales process<\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">The more complex your sales process, the more useful sales flowcharts can be to understand how leads become customers \u2013 and what steps or obstacles stand in the way.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Ideally, your flowchart should let you understand if there are any bottlenecks and if so, where they most frequently happen.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">The most important thing to realize here, however, is that you can\u2019t create a helpful flowchart if it\u2019s based on a suboptimal sales process.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">To learn how to create a sales process which ideally reflects your <\/span><a href=\"https:\/\/www.livespace.io\/en\/blog\/sales-methodology-overview\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">sales methodology<\/span><\/a><span style=\"font-weight: 400;\"> and keeps up with your internal changes, attend Livespace\u2019s webinar: <\/span><a href=\"https:\/\/www.livespace.io\/en\/webinars\/sales-process-design\/\" target=\"_blank\" rel=\"noopener\"><span style=\"font-weight: 400;\">How to effectively design a sales process<\/span><\/a><span style=\"font-weight: 400;\">.<\/span><\/p>\n<div style='text-align:center' class='yasr-auto-insert-visitor'><\/div>","protected":false},"excerpt":{"rendered":"<p>What is a sales process flowchart? Sales processes can often be complex and sophisticated, with numerous steps and conditions that differ actions for various [&hellip;]<\/p>\n","protected":false},"author":77,"featured_media":114002,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"yasr_overall_rating":0,"yasr_post_is_review":"","yasr_auto_insert_disabled":"","yasr_review_type":"B","footnotes":""},"categories":[291],"class_list":["post-113127","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-general"],"yasr_visitor_votes":{"stars_attributes":{"read_only":false,"span_bottom":false},"number_of_votes":1,"sum_votes":5},"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Sales process flowchart \u2013 definition and examples<\/title>\n<meta name=\"description\" content=\"Learn what a sales process flowchart is, why it boosts team efficiency and how to create one to simplify your sales workflow and close deals faster.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.livespace.io\/en\/blog\/sales-process-flowchart\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Sales process flowchart \u2013 definition and examples\" \/>\n<meta property=\"og:description\" content=\"Learn what a sales process flowchart is, why it boosts team efficiency and how to create one to simplify your sales workflow and close deals faster.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.livespace.io\/en\/blog\/sales-process-flowchart\/\" \/>\n<meta property=\"og:site_name\" content=\"Livespace CRM\" \/>\n<meta property=\"article:published_time\" content=\"2025-04-08T10:31:30+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-06-09T12:23:54+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.livespace.io\/wp-content\/uploads\/2025\/04\/sales-process-flowcharts.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1710\" \/>\n\t<meta property=\"og:image:height\" content=\"900\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Maciej Kasica\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Maciej Kasica\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"10 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.livespace.io\\\/en\\\/blog\\\/sales-process-flowchart\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.livespace.io\\\/en\\\/blog\\\/sales-process-flowchart\\\/\"},\"author\":{\"name\":\"Maciej Kasica\",\"@id\":\"https:\\\/\\\/www.livespace.io\\\/en\\\/#\\\/schema\\\/person\\\/177da661165606ea641b11a788d3b59c\"},\"headline\":\"What is a Sales Process Flowchart? 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