# B2B sales process canvas

Process / offer: ____________________  Team: ____________________  Date: ____________________

## 1. Objective and participants

Target customer and problem: ____________________
Contracting entity: ____________________
Defined opportunity: ____________________

| Role in this opportunity | Person / function | Confirmed / assumed / open | Next clarification |
|---|---|---|---|
| Business evaluation | | | |
| Financial approval | | | |
| Other required role | | | |

## 2. Stages and transitions

The rows below are placeholders, not a universal sales standard.

| Your stage | Entry condition | Evidence for next transition | Required information | Exception |
|---|---|---|---|---|
| | | | | |
| | | | | |
| | | | | |
| | | | | |

## 3. Next action

Question to resolve: ____________________
Expected outcome: ____________________
Owner / date: ____________________
Customer-confirmed or internally planned: ____________________
Condition to pause / close / reopen: ____________________

## 4. Handover and CRM test

Accepted quotation version: ____________________
Agreed scope / outstanding commitments: ____________________
Receiving role / required ERP identifier: ____________________
Test: A colleague covering for the owner can identify ____________________.
Evidence and responsible people: ____________________

## 5. Measurement

Process gap to observe: ____________________
Metric definition / period / excluded records: ____________________
Review date: ____________________

Original SYNQ planning aid, 24 September 2026. No default win probabilities or promised outcomes.