100+ Sales Process SOPs (Excel XLSX)

BENEFITS OF THIS EXCEL DOCUMENT

1. Provides a structured blueprint for standardizing your end-to-end sales workflows across teams and channels.
2. Delivers a clear, repeatable framework for optimizing lead management, pipeline progression, and deal execution.
3. Ensures your organization operates with consistent, scalable sales processes that improve performance, forecasting, and accountability.

SALES EXCEL DESCRIPTION

This product (100+ Sales Process SOPs) is an Excel template (XLSX), which you can download immediately upon purchase.

Curated by McKinsey-trained Executives


🚀 Unlock the Ultimate *100+ Sales Process SOPs* Package – The Complete Excel Template Every Sales Team Needs to Scale, Systemize & Close More Deals

If you're serious about dominating your market, shortening your sales cycle, and empowering your team with bulletproof processes, then this is the only resource you'll ever need.

Introducing the 100+ Sales Process SOPs Package – a fully structured, ready-to-deploy Excel template packed with *every single Standard Operating Procedure a high-performing sales organization requires*.

Whether you're a startup building your first repeatable sales motion or an enterprise tightening operational excellence, this plug-and-play SOP library gives you the clarity, consistency, and scalability your sales engine has been missing.

This is the #1 most comprehensive Sales SOP template on the market – carefully organized into 15 clusters covering every stage of the sales lifecycle.


📊 What's Inside: 100+ Ready-to-Use Sales SOPs

🔥 Cluster 1: Lead Generation SOPs
1. Inbound Lead Capture SOP
2. Outbound Prospecting SOP
3. Lead Magnet Development SOP
4. Event-Based Lead Collection SOP
5. Referral Lead Generation SOP
6. Website Lead Form Management SOP
7. Social Selling Outreach SOP
8. Partner Lead Sourcing SOP
9. Cold Email Campaign SOP
10. Cold Calling Cadence SOP

🔥 Cluster 2: Lead Qualification SOPs
11. MQL to SQL Handoff SOP
12. BANT Qualification SOP
13. ICP Evaluation SOP
14. Lead Scoring SOP
15. Pre-Call Research SOP
16. Lead Disqualification SOP
17. Needs Assessment SOP
18. Budget Verification SOP
19. Timeline Qualification SOP
20. Authority Verification SOP

🔥 Cluster 3: Sales Discovery SOPs
21. Discovery Call Preparation SOP
22. Standard Discovery Call Framework SOP
23. Deep-Dive Discovery SOP
24. Technical Discovery SOP
25. Business Case Discovery SOP
26. Multi-Stakeholder Discovery SOP
27. Discovery Documentation SOP
28. Discovery Recap SOP
29. Problem Diagnosis SOP
30. Opportunity Mapping SOP

🔥 Cluster 4: Sales Presentation & Demo SOPs
31. Sales Pitch Framework SOP
32. Product Demo Preparation SOP
33. Tailored Demo Delivery SOP
34. Competitive Positioning SOP
35. Value Proposition Presentation SOP
36. Use-Case Demo SOP
37. Proof-of-Concept Setup SOP
38. Product Walkthrough SOP
39. Demo Recording SOP
40. Demo Follow-Up SOP

🔥 Cluster 5: Proposal & Quoting SOPs
41. Proposal Template SOP
42. Pricing Matrix SOP
43. Proposal Customization SOP
44. Quote Creation SOP
45. Contract Draft SOP
46. Renewal Proposal SOP
47. Proposal Approval Workflow SOP
48. Proposal Delivery SOP
49. Proposal Version Control SOP
50. Proposal Follow-Up SOP

🔥 Cluster 6: Objection Handling SOPs
51. Objection Categorization SOP
52. Pricing Objection SOP
53. Feature Gap Objection SOP
54. Competitor Objection SOP
55. Risk-Reduction Objection SOP
56. Timeline Objection SOP
57. Stakeholder Objection SOP
58. Value-Based Rebuttal SOP
59. Objection Logging SOP
60. Objection Response Library SOP

🔥 Cluster 7: Sales Closing SOPs
61. Closing Checklist SOP
62. Final Negotiation SOP
63. Contract Review SOP
64. Terms and Conditions SOP
65. Discount Approval SOP
66. Verbal Close SOP
67. Purchase Order Process SOP
68. Signature Collection SOP
69. Deal Win-Loss Reasoning SOP
70. Closed-Won Handoff SOP

🔥 Cluster 8: Account Management SOPs
71. Onboarding Kickoff SOP
72. Customer Success Handoff SOP
73. Quarterly Business Review SOP
74. Account Health Monitoring SOP
75. Expansion Opportunity Identification SOP
76. Up-Sell Sequence SOP
77. Cross-Sell Sequence SOP
78. Renewal Preparation SOP
79. Renewal Negotiation SOP
80. Churn Prevention SOP

🔥 Cluster 9: CRM & Data Management SOPs
81. CRM Data Entry SOP
82. Pipeline Update SOP
83. Deal Stage Definitions SOP
84. Activity Logging SOP
85. Contact Management SOP
86. Account Segmentation SOP
87. Duplicate Record Management SOP
88. Data Hygiene SOP
89. Forecasting Input SOP
90. Reporting Standardization SOP

🔥 Cluster 10: Sales Enablement SOPs
91. Sales Playbook Update SOP
92. Battlecard Usage SOP
93. Sales Script Maintenance SOP
94. Product Training SOP
95. Sales Asset Management SOP
96. Sales Tools Adoption SOP
97. Sales Content Distribution SOP
98. Best Practice Sharing SOP
99. Sales Onboarding SOP
100. Continuous Training SOP

🔥 Cluster 11: Outreach & Communication SOPs
101. Email Sequencing SOP
102. Call Cadence SOP
103. LinkedIn Messaging SOP
104. Meeting Scheduling SOP
105. Voicemail Framework SOP
106. Follow-Up Protocol SOP
107. Multi-Channel Outreach SOP
108. Communication Tone SOP
109. Prospect Re-Engagement SOP
110. No-Show Handling SOP

🔥 Cluster 12: Territory & Account Planning SOPs
111. Territory Assignment SOP
112. Territory Coverage SOP
113. Account Prioritization SOP
114. Wallet Share Analysis SOP
115. White Space Analysis SOP
116. Vertical Strategy SOP
117. Regional Outreach Plan SOP
118. Growth Account Plan SOP
119. Strategic Account Plan SOP
120. Annual Territory Planning SOP

🔥 Cluster 13: Sales Operations SOPs
121. Sales Meeting SOP
122. Sales KPI Review SOP
123. Pipeline Review SOP
124. Deal Desk SOP
125. Incentive Compensation SOP
126. Lead Routing SOP
127. Automation Rules SOP
128. SLA Compliance SOP
129. Sales Tool Integration SOP
130. Performance Dashboard SOP

🔥 Cluster 14: Compliance & Risk SOPs
131. Data Privacy SOP
132. GDPR Compliance SOP
133. Contract Compliance SOP
134. SOC2 Sales Requirements SOP
135. Legal Escalation SOP
136. Ethical Selling SOP
137. Anti-Bribery SOP
138. Record Retention SOP
139. Identity Verification SOP
140. Security Question Handling SOP

🔥 Cluster 15: Performance Optimization SOPs
141. Win-Loss Analysis SOP
142. Call Coaching SOP
143. Shadowing Program SOP
144. A/B Testing Outreach SOP
145. Conversation Intelligence Review SOP
146. Performance Improvement Plan SOP
147. Sales Experimentation SOP
148. Conversion Rate Optimization SOP
149. Productivity Tracking SOP
150. Sales Performance Reporting SOP


💼 Why Sales Leaders Love This Template
✔️ Instant sales process clarity
✔️ Accelerates onboarding by 10×
✔️ Eliminates inconsistency across reps
✔️ Strengthens forecasting accuracy
✔️ Improves conversion rates at every stage
✔️ Ensures compliance, quality, and scalability

This is more than an SOP pack – it's a complete business operating system for sales.


📥 Get Your 100+ Sales SOPs Excel Template Today
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Start scaling with the world's most complete sales process SOP library.

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Source: Best Practices in Sales Excel: 100+ Sales Process SOPs Excel (XLSX) Spreadsheet, SB Consulting