# Free Pre Sales Deal Support Template for Teams > Pre-sales deal support template for qualification, discovery, demos, and proposals. Coordinate work in Asana and connect Salesforce to speed up handoffs. Source: https://asana.com/templates/pre-sales-deal-support.md - [Use template](https://app.asana.com/-/product_templates?preview_template=pre_sales_deal_support) - [Custom fields](/features/project-management/custom-fields) - [Projects](/features/project-management/projects) - [Tasks](/features/project-management/tasks) - [Project views](/features/project-management/project-views) - [Salesforce](/apps/salesforce) - [Pipedrive](/apps/pipedrive) - [Hubspot](/apps/hubspot) - [Zoom](/apps/zoom) templates CRM Pre-sales deal support Make your sales deal process more efficient by improving accountability and collaboration with this template. CRM ## Pre-sales deal support template Organize every pre-sales task, handoff, and stakeholder with this template so your team can work faster and deliver a better buying experience to prospects. ### Push your deals past the finish line - [Sign up](/create-account) #### Summary A pre-sales deal support template helps sales teams organize both technical and strategic tasks, from qualifying leads to preparing proposals, so deals progress smoothly. In this article, you'll learn what pre-sales deal support involves, which activities to track during the deal cycle, and get practical tips for using a template to keep your team on the same page and your customers interested.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. - [Free pre-sales support template](/templates/for/sales/pre-sales-deal-support) ## 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](/resources/cross-functional-collaboration) 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](/templates/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](/templates/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](/resources/project-integration-management), 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](/resources/deal-desk), and send it to the prospect with clear next steps. - **Stakeholder alignment.** Use a [stakeholder register](/templates/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](/apps/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](/create-account) with this free template and bring clarity to every stage of your deal cycle. ## FAQs about pre-sales deal support templates #### What should a pre-sales deal support template include? It should include sections for lead qualification, technical discovery, demo coordination, and proposal preparation, along with fields for task owners, due dates, and deal stage so your team always knows what's next. #### How do I customize this template for my sales process? Map out the stages your team follows from first contact to close, then adjust sections, custom fields, and task lists to match. Save your customized version as a new template so your team can reuse it for every deal. #### What's the difference between pre-sales support and sales support? Pre-sales support covers activities before a deal closes, like qualifying leads and preparing proposals, while sales support is broader and includes work during and after the sale. A pre-sales deal support template is designed specifically for those earlier stages of the deal cycle. #### How do I integrate this template with my CRM? Connect Asana with CRM tools like Salesforce, HubSpot, or Pipedrive using built-in integrations. For example, linking Salesforce and Asana lets you automatically create a project when a new opportunity opens, so your team can start tracking activities right away. ### SEO roadmap template Use this free SEO roadmap template to organize audits, content updates, and technical SEO. 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