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Sales Decision Trees
Sales decision trees for lead qualification, discount approval, deal escalation, forecast category, and channel selection. Run free or embed on your site.
5 published trees in this category. Every one runs as a guided wizard in the browser — no signup — and can be copied as the starting point for your own version.
Trees in this category
Is this sales lead qualified? A BANT assessment
Walk through the BANT framework to determine whether a prospect is a qualified opportunity worth pursuing. This tree routes your rep to the right next action — whether that's advancing to discovery, nurturing for future pipeline, disqualifying early, or looping in a Senior AE for a complex deal.
When and how should I escalate this sales deal?
Determine when and how a sales rep should escalate a deal to leadership, legal, or finance to prevent stalls, reduce risk, and accelerate the path to close. This tree routes based on deal stage, competitive pressure, procurement complexity, and contractual exceptions to ensure the right resources are deployed at the right moment.
Which sales channel is right for this deal or customer?
Identify the most effective go-to-market channel for a given deal or customer segment by evaluating deal economics, cycle complexity, product fit, and buyer readiness. This elimination tree surfaces the channel that best matches your selling motion — from high-touch field sales to fully self-serve product-led growth.
Which sales forecast category should I assign to this deal?
Assign a deal to the correct forecast category based on close date certainty, verbal commitment, procurement status, and champion strength to produce accurate, trustworthy revenue forecasts. Consistent categorization across the team enables leadership to make confident resource and investment decisions without second-guessing pipeline health.
Who needs to approve this sales discount?
Quickly route a discount request to the correct approval authority — from rep self-approval to CFO or CEO sign-off — based on discount depth, deal size, strategic account status, and timing. Prevents unauthorized discounting, protects margin, and keeps deals moving without unnecessary delays.
All Sales trees
- Is this sales lead qualified? A BANT assessment — Walk through the BANT framework to determine whether a prospect is a qualified opportunity worth pursuing. This tree routes your rep to the right next action — whether that's advancing to discovery, nurturing for future pipeline, disqualifying early, or looping in a Senior AE for a complex deal.
- When and how should I escalate this sales deal? — Determine when and how a sales rep should escalate a deal to leadership, legal, or finance to prevent stalls, reduce risk, and accelerate the path to close. This tree routes based on deal stage, competitive pressure, procurement complexity, and contractual exceptions to ensure the right resources are deployed at the right moment.
- Which sales channel is right for this deal or customer? — Identify the most effective go-to-market channel for a given deal or customer segment by evaluating deal economics, cycle complexity, product fit, and buyer readiness. This elimination tree surfaces the channel that best matches your selling motion — from high-touch field sales to fully self-serve product-led growth.
- Which sales forecast category should I assign to this deal? — Assign a deal to the correct forecast category based on close date certainty, verbal commitment, procurement status, and champion strength to produce accurate, trustworthy revenue forecasts. Consistent categorization across the team enables leadership to make confident resource and investment decisions without second-guessing pipeline health.
- Who needs to approve this sales discount? — Quickly route a discount request to the correct approval authority — from rep self-approval to CFO or CEO sign-off — based on discount depth, deal size, strategic account status, and timing. Prevents unauthorized discounting, protects margin, and keeps deals moving without unnecessary delays.
How to use these trees
- Run one to see how the questions are ordered and where each path ends.
- Copy the source. Every tree is plain text, so you can lift it and edit the wording for your own organisation. Syntax reference →
- Embed it in your wiki, help centre, or intranet with one snippet that stays current whenever you edit the tree. Embedding guide →