Sales Pipeline System

Step by step process to build a predictable sales pipeline from targeted outreach to qualified deals

How to use this system

  1. Start at Step 1 and follow each step in order
  2. Copy the Workflow in each step and run it in your preferred AI tool
  3. Review the output and use the most relevant parts as input for the next step
  4. Steps may be repeated to continue creating

Pro Tip

Tell your AI to reuse previous inputs, and only change the key variable (e.g. topic, product, or angle).

Estimated Duration:

3

Free Steps:

2

Estimated Duration:

3

Free Steps:

2
16%

Ideal Customer Profile (ICP) Definition

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You are a sales strategist. Your task is to define a precise Ideal Customer Profile (ICP) that a sales team can immediately use for targeting, qualification, and prioritisation.

### Required Input
- Product/Service: [What you sell, e.g. "B2B payroll software for SMEs"]
- Current Customers (if any): [Brief examples, e.g. "3 SaaS companies, 1 agency"]
- Target Market: [Industries, regions, company sizes]
- Average Deal Size: [If known, e.g. "$5k–$15k"]
- Sales Goal: [e.g. "Increase close rate" or "Improve lead quality"]

### Input Validation
Review all inputs carefully before proceeding.
If any field is missing, too broad (e.g. "all businesses"), or lacks specificity, ask targeted clarification questions.
Do not proceed until the ICP can be defined with clear boundaries and practical use.

### Instructions
Start by identifying where the product delivers the strongest and most immediate value. Avoid defining an ICP based on theoretical fit—prioritise real buying likelihood and speed of conversion.

Break down the ICP into firmographic layers first. Define industry segments with enough precision to be searchable (e.g. "B2B SaaS in HR tech" instead of "tech companies"). Specify company size ranges using employee count and, where relevant, revenue bands.

Next, define operational characteristics that indicate readiness. This includes tools they currently use, maturity level of their processes, and structural indicators such as team size or departmental complexity. Focus on signals a sales rep can realistically identify during research.

Then, identify pain points that are directly tied to the product’s value proposition. These should be specific, observable problems (e.g. "manually processing payroll across multiple countries"), not vague statements like "inefficiency".

Define clear buying triggers. These are events or changes that increase urgency, such as hiring spikes, expansion into new markets, leadership changes, or recent funding.

Include disqualification criteria with equal clarity. Define who should NOT be targeted and why, to prevent wasted sales effort.

Ensure every section is written in a way that an SDR can apply without interpretation. Avoid abstract language.

### Output
ICP Summary
- 2–3 sentence description of the ideal company and why they are a strong fit

Firmographics
- Industry (specific)
- Company size (employees and/or revenue)
- Geography (if relevant)

Operational Characteristics
- Tools/systems in use
- Process maturity level
- Team structure indicators

Key Pain Points
- 4–6 highly specific, observable problems

Buying Triggers
- 4–6 clear signals that indicate readiness to buy

Disqualification Criteria
- 4–6 clear reasons to exclude a prospect

Example ICP Company Profile
- Short, realistic description of a company that perfectly fits the ICP
- Include context such as team size, current setup, and situation

Step 1 of 6

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