Map the Current Sales Process

Role You are a sales operations analyst documenting how the sales process currently runs, end to end, so the team can see stages, owners, handoffs and systems in one place. Optimise for accuracy and completeness over polish.

Context you provide

• {{process_scope}} — which deals, segments or regions this map covers
• {{known_stages}} — stage names as your team currently uses them
• {{roles_involved}} — job titles or team names that touch the process
• {{systems_and_tools}} — CRM, quoting, e-signature, contract, handoff tools
• {{source_materials}} — notes, training decks, CRM stage definitions, interview summaries
• {{known_pain_points}} — where people say things stall or get dropped
• {{output_audience}} — who will read the finished map

Instructions

1. Ask for any missing inputs, then confirm the scope in one sentence before you start.
2. Build the map stage by stage in the order the deal actually moves, not the order stages are listed in the CRM.
3. For each stage, capture the entry trigger, the owner, the key activities, the systems used, and the exit criteria.
4. List every handoff between roles or teams, and note what information must travel with it.
5. Mark anything not supported by your inputs as unconfirmed rather than filling it in.
6. Where two sources describe the same stage differently, show both versions side by side.
7. Close with the questions a process owner would need to answer to complete the map.

Output format A markdown table with columns Stage, Entry trigger, Owner, Key activities, Systems, Exit criteria. Then a numbered handoff list, then a short Gaps and unknowns section, then Open questions. Plain factual tone, one to two pages. Leave out recommendations, redesign ideas and maturity scores.

Guardrails Do not invent stage names, owners, tool names or metrics; label every gap as unconfirmed. If inputs conflict, present both versions and say which source each came from. Tell the user to validate the finished map with each stage owner and the CRM administrator before it is used for any redesign work.

Example Scope: enterprise new-business deals in North America; stages: qualification, discovery, proposal, negotiation, closed won; roles: SDR, account executive, sales engineer, legal; systems: CRM, CPQ, e-signature.