Pre-sales deal support template

Sales deals can move at any pace, but with scattered information across tools and inefficient handoffs, they certainly won't move quickly. Instead, sales teams can improve the process with our template. The template makes it easy to invite cross-functional stakeholders, track action items, and connect Asana with tools like Salesforce. With a clear process, sales teams can deliver better customer experiences that ultimately lead to closed deals.

In this article, you'll learn what pre-sales deal support is, which activities you should track during the deal cycle, and practical tips for using this template to keep your team aligned and your deals moving forward.

What is pre-sales deal support?

Pre-sales deal support is the process of coordinating technical and strategic activities that help your sales team move a prospect from initial interest to a signed deal. A structured pre-sales process ensures every potential customer receives a consistent, high-quality experience, which builds trust and helps close deals faster.

Pre-sales deal support typically includes:

• Qualifying leads and assessing fit

• Understanding customer needs and pain points

• Creating tailored demonstrations and proposals

• Coordinating with cross-functional teams like legal, finance, and product

Without a structured approach, pre-sales work often falls through the cracks. Common challenges include:

• Scattered information: Deal details are spread across different tools, making it hard to find what you need.

• Slow handoffs: Transitions between teams create delays that stall momentum.

• Low visibility: No one has a clear picture of where a deal stands or what's next.

A pre-sales deal support template supports business process management by providing your team with a single place to organize tasks, assign owners, and track progress at every stage of the deal.

Key pre-sales activities to track with this template

Every deal is different, but most pre-sales processes share a common set of stages you should track to keep deals moving forward:

• Lead qualification. Confirm that a prospect fits your ideal customer profile and has the budget, authority, need, and timeline to move forward.

• Technical discovery. Understand the prospect's current tools, workflows, and pain points to tailor your approach.

• Requirements mapping. Document what the prospect needs from your solution, including project integrations, security, and scalability requirements.

• Demo and presentation prep. Coordinate with product and solutions teams to build a tailored demo that speaks to the prospect's specific challenges.

• Proposal and pricing. Draft the proposal, route finance or legal approvals through a deal desk, and send it to the prospect with clear next steps.

• Stakeholder alignment. Use a stakeholder register to identify all decision-makers on the prospect's side, and ensure your team engages the right people at the right time.

• Handoff to post-sales. Once the deal closes, ensure a smooth transition to the onboarding or customer success team with all relevant context documented.

By tracking these activities in your template, you give every team member visibility into where each deal stands and what needs to happen next.

Tips for managing sales deal support with our template

• Follow best practices by saving your own templates. Long checklists in docs or spreadsheets get outdated and are hard to follow. Save your own custom template to ensure no steps are missed.

• Create seamless handoffs between tools and teams. By connecting Salesforce and Asana, you can automatically create a project when an opportunity opens.

• Make responsibilities clear with assigned tasks. Assign tasks with due dates so it's clear who's tackling what to move the opportunity forward.

Move your deals forward with a pre-sales template

When your pre-sales process is organized, your team spends less time chasing information and more time building relationships that close deals. A pre-sales deal support template provides the structure to coordinate across teams, track every activity, and keep everything in one place, so you can focus on winning the deal.

Get started with this free template and bring clarity to every stage of your deal cycle.

FAQs about pre-sales deal support templates