Sales Pitch Process Free Template

Sales Pitch Process Free Template

Delivering successful sales pitches consistently is a matter of good planning and practice. With Pipefy’s Sales Pitch Process template, you can easily keep track of your preparation and organize your tasks.

Perfect your sales pitch process

With Pipefy’s Sales Pitch Process template, you’ll have full visibility of the status of sales pitches with centralized information and automated approvals.

Use the template to ensure all information about the pitch and presentation is available to all stakeholders in a single place. Document the buyer description and demographics, market information, and presentation deck, so everyone’s in the loop. Make a presentation checklist—including flashcards, practice tips, and practice times—and note any feedback.

Start using Pipefy’s Sales Pitch Process template today to win more business and perfect your sales process.

Adapt this template for your needs and hit the ground running

Fast and simple to deploy

Get started with your process in minutes with this easy-to-use template.


Customize your unique needs without help from the IT department.

Wide app integrations

Connect your ERP, HRIS, CRM, and other existing tools with Pipefy to build a truly integrated operation.

Connect Pipefy to your favorite software with ease

Sales teams love Pipefy

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Pipefy enables me to track the progress of our sales machine and make custom reports for my sales staff and owners. I can customize my pipelines to what I want to see most.

Keely Warner Sales Coordinator at Modern Machinery Company Inc.

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