SALES ROADMAP GENERATOR
Stay focused on what it takes to close a sale
With a clear roadmap, you'll know how to go from start to closed
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WHAT IS A SALES ROADMAP?

A sales roadmap guides your team through each step of your sales process – from first contact to closing deals and beyond.
Think of it as your GPS for consistent sales success, showing exactly what needs to happen at each stage to move opportunities forward.
Your roadmap helps sales teams stay aligned by mapping out the key activities, messages, and resources needed throughout the buyer’s journey.
This clarity means everyone knows their role and timing, leading to more predictable results.
Most importantly, a well-designed sales roadmap adapts to how your customers actually buy, not just how you want to sell.
3 STEPS TO CREATING A SALES ROADMAP
Creating your sales map starts with looking back at what already works.
Take a moment to think about your recent successful sales – what steps did you consistently take to close those deals?
These winning patterns become the foundation of your roadmap.
Your map breaks down into three clear phases:
- At the start, focus on how you first connect with prospects – maybe that’s scheduling a discovery call, getting them to visit your showroom, or simply capturing their contact details.
- The middle is where you really get to understand your customer’s world. Have meaningful conversations to uncover their challenges and show them exactly how you can help solve their problems.
- The final phase moves you toward closing the deal. This could mean presenting a proposal, discussing investment details, or meeting with additional decision-makers. And here’s something many people overlook – your roadmap doesn’t end at the close. Make getting testimonials and referrals part of your process to keep new opportunities flowing.
CRUCIAL ELEMENTS OF A SALES ROADMAP
1
Clear Milestones
Track your deal's progress with specific checkpoints that show exactly where you are in the sales process and what comes next.
2
Timeline Expectations
Keep momentum by setting realistic time frames for each stage, from first contact to closing the deal.
3
Key Actions and Activities
Define the essential tasks needed at each stage to move opportunities forward effectively.
4
Decision Points
Know when and where key decisions need to be made to prevent deals from getting stuck.
5
Success Indicators
Identify clear signs that tell you when a prospect is ready to move to the next stage.
6
Follow-up Framework
Plan your check-ins and follow-ups to maintain strong relationships throughout the sales cycle.