Resource
SpreadsheetProspect Journey
Template
Use this spreadsheet to map how a buyer moves from first awareness through evaluation, stage by stage, until they become a customer.
Preview the template
LockedProspect Journey Template
A customizable journey map for outlining awareness, evaluation, stage ownership, prospect engagement, and exit criteria across the full sales process.
Journey Phases
Map the awareness and evaluation phases so the buyer experience is clear from first touch to close.
Stage Design
Customize outreach, follow-up, discovery, demo, negotiation, or any stage structure your team actually uses.
Rep Actions
Define what SDRs and AEs should be doing at each point in the prospect journey.
Exit Criteria
Clarify what needs to happen for the prospect to move cleanly from one stage to the next.
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What This Helps You Do
Design the buying journey before you scale it
Buyer Path
Outline what prospects experience from initial awareness through evaluation and buying decisions.
Team Alignment
Show SDRs and AEs what actions belong in each stage so the process feels coordinated instead of improvised.
Stage Quality
Document exit criteria and current experience ratings so you can improve weak parts of the journey.
FAQ
Before you open the resource
What is the Prospect Journey Template used for?
It is used to map the stages a prospect goes through from first awareness to becoming a customer. That gives the team a clearer view of what the buyer experiences and what the sales team needs to do at each point.
Should inbound and outbound journeys be mapped separately?
Yes, when those motions are meaningfully different. Inbound and outbound often have different awareness paths, follow-up steps, and engagement patterns, so separate sheets usually produce a more accurate process map.
What should be defined for each stage in the journey?
Each stage should include the sales actions being taken, the prospect’s level of engagement, the exit criteria for moving forward, and an honest assessment of how well the current experience is being managed.