Sales Funnel Toolkit

Downloadable Resources, Instant Access

Steer Sales Funnel: quickly get up to speed on databricks product offerings, technology, security/Data Protection systems and policies, and standard commercial and other contracts, to provide a foundation for providing effective legal support throughout databricks.

More Uses of the Sales Funnel Toolkit:

  • Ensure you understand Sales Funnel and partner with the sales leadership to provide grounded insights into sales force targets to drive the right linkages between output metrics and input/activity metrics for the sales force.

  • Identify Sales Funnel: design, launch, test and optimize campaigns to grow key channels ensuring that content reaches the right markets at the right part of the Sales Funnel at the right time.

  • Fill the funnel create and execute account specific strategies in order to move accounts through the Sales Funnel and meet Inbound Marketing goals.

  • Execute on the Content Marketing strategy supporting the Marketing And Sales Funnel, brand awareness, growing website traffic and Lead Generation.

  • Systematize Sales Funnel: own end to end Sales Funnel for the client, right from the initial introduction to doing demos, use case identification and agreement closure.

  • Lead Sales Funnel: own end to end Sales Funnel for the client, right from the initial introduction to doing demos, use case identification and agreement closure.

  • Develop and execute end to end demand gen programs and campaigns that reach the right targets in the right part of the Sales Funnel at the right time.

  • Ensure you lead; build and cultivate prospect relationships by initiating communications and conducting follow up communications to move opportunities through the Sales Funnel.

  • Be accountable for priming the Sales Funnel and enhancing pre qualified Lead Generation effort across a geographically defined, sales territory.

  • Ensure you succeed; build and cultivate prospective relationships by initiating communications and conducting follow up communications with team members in order to move opportunities through the Sales Funnel.

  • Maintain timely and accurate reporting of the Sales Funnel progress, account plans and regional Territory Management activities.

  • Build and cultivate prospective relationships by initiating communications and conducting follow up communications with team members in order to move opportunities through the Sales Funnel.

  • Establish Sales Funnel: effectively utilize Lead Generation team in marketing and other Sales Support resources at the appropriate time in the selling process.

  • Audit Sales Funnel: monitor key competitors and understand strengths and weaknesses to maximize sales opportunities.

  • Warrant that your project develops sales pipeline by proactive calling to find, develop and convert sales conversations to identified prospects/opportunities.

  • Contribute to the creation of Sales artifacts to support Sales Enablement.

  • Consult and plan with internal sales partners and develop methods to address and resolve account challenges outside the capacity of the sales executives.

  • Provide leadership and guidance to the Customer Support Call Center, third parties, field Service Management, field service personnel, and sales personnel to drivE Business results and a customer focused culture.

  • Develop a regular sales call schedule to ensure that the needs and expectations of the customer are met.

  • Partner with corporatE Learning and development team to create on going training opportunities for the market sales leaders and operational sales leaders population, exploring ideas out of the box.

  • Make sure that your corporation develops and motivates sales team by providing ongoing Training and Development and by giving specific and constructive feedback and coaching to foster development of skills.

  • Lead Sales Funnel: effectively leverage your sales Tech Stack to accelerate sales growth and capture useful Customer Data.

  • Develop enablement and training materials for your sales engineering, Customer Success, and Professional Services teams.

  • Confirm your organization complies; Sales Strategies develop effective and specific account plans to ensure revenue target delivery and sustainable growth.

  • Arrange that your planning participates in the development of annual budgets, budget tracking, Business Analysis, operating plan, market Sales Forecasts, quarterly updates, etc.

  • Work effectively with internal support departments (Marketing, Professional Services, and Product Development) to develop effective Sales Strategies that promote sales to new and existing customers.

  • Develop and maintain account segmentation frameworks, develop appropriate routes to market by customer and product segments to ensure the sales organization scales appropriately in support of high growth.

  • Develop and maintain Sales Analytics Reports And Dashboards to provide actionable insights that support Data Driven Decision Making for the sales and executive leadership teams.

  • Manage work with the Product team to translate sales prospect feedback and secondary Market Research into actionable product requirements.

  • Provide product information and guidance to the customer through the design studio selection process while maximizing sales potential, facilitating Move in Ready selections, and day to day administration of the design studio facility.

  • Be accountable for defining the Product Strategy, curating a funnel of potential market opportunities, crafting a roadmap and managing execution.

  • Control Sales Funnel: map AML/sanctions policies to existing internal procedures and operational practices.


Save time, empower your teams and effectively upgrade your processes with access to this practical Sales Funnel Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Sales Funnel related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Sales Funnel specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Sales Funnel Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Sales Funnel improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What is the standard for acceptable Sales Funnel performance?

  2. Do Sales Funnel rules make a reasonable demand on a users capabilities?

  3. How can you better manage risk?

  4. What is the scope of the Sales Funnel effort?

  5. What types of data do your Sales Funnel indicators require?

  6. Is risk periodically assessed?

  7. What do people want to verify?

  8. What Sales Funnel improvements can be made?

  9. What are the barriers to increased Sales Funnel production?

  10. What do you stand for--and what are you against?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Sales Funnel book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Sales Funnel self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Sales Funnel Self-Assessment and Scorecard you will develop a clear picture of which Sales Funnel areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Sales Funnel Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Sales Funnel projects with the 62 implementation resources:

  • 62 step-by-step Sales Funnel Project Management Form Templates covering over 1500 Sales Funnel project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Sales Funnel project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Sales Funnel Project Team have enough people to execute the Sales Funnel project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Sales Funnel project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Sales Funnel Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Sales Funnel project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Sales Funnel project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Sales Funnel project with this in-depth Sales Funnel Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Sales Funnel projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based Best Practice strategies aligned with overall goals
  • Integrate recent advances in Sales Funnel and put Process Design strategies into practice according to Best Practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Sales Funnel investments work better.

This Sales Funnel All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.