Framework · GTM Process & Systems

Sales Stage Definitions

Sales teams with buyer-action exit criteria achieve forecast accuracy 21 percentage points higher than those where reps advance deals on their own judgment of progress.Forrester / SiriusDecisions

The solution: A 7-stage CRM framework with buyer-action based exit criteria — plus the full implementation spec for Salesforce, HubSpot, Gong, and Outreach. A deal advances because the buyer did something, not because the rep did.

Type Interactive Stage Explorer + Docs
Stages 7 — SQL through Closed Won / Closed Lost
Exit Criteria Buyer-action based, not rep-action based
Configured In Salesforce · HubSpot · Gong · Outreach
Imp Guide ↓ Download .pdf
Built by Julia Ormond
Stage Definitions Explorer

Click any stage to explore its purpose, entry and exit criteria, required CRM fields, stage owners, required activities, and the manager flag for each stage. Exit criteria are buyer-action based — a deal advances because the buyer did something, not because the rep did.

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Stages that mean something.

Exit criteria built on buyer actions — not rep actions — give you a pipeline you can actually forecast from. The CRM spec makes it consistent across every tool in the stack.