Free Process Mapping Generator
Map Your Business Processes.
See Where You Are Losing Deals.
Answer a few questions about how your business works and we will generate a customised process map showing your buyer journey, marketing and sales process. Free. No consultant required.
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Free Process Mapping Tool
Before You Optimise Your CRM,
Have You Mapped Your Processes?
Most businesses jump to CRM optimisation before documenting how their teams actually work. Use this interactive map to identify friction at every stage of your buyer journey, marketing and sales process.
Do You Know How Your Business Actually Operates?
You can have the best HubSpot CRM configuration in the world. But if your underlying processes are broken, disconnected or undocumented, your CRM will simply automate the chaos.
Before optimising, you need to understand. Where do leads come from? What happens after someone enquires? Who owns each stage? Where do deals fall through? These are the questions this tool helps you answer.
Step 01. Customer Perspective
Example of a Buyer Journey Map
This is your customer's experience, not what your team does, but what the customer sees, feels and does at each stage. Most businesses optimise their internal operations without ever considering the customer's perspective. Start here.
Stage 01
Unaware
Has a problem but does not yet know a solution exists.
Touchpoints
None yet
Stage 02
Aware
Recognises the pain. Begins researching and asking questions online.
Touchpoints
Social media, search engine, word of mouth
Stage 03
Considering
Evaluates options. Reads content, watches videos and asks questions.
Touchpoints
Blog, SEO, video content, webinars
Stage 04
Intent
Shows buying signals. Contacts you or books a discovery call.
Touchpoints
Email enquiry, contact form, direct call
Stage 05
Decision
Chooses a provider. Reviews proposal and negotiates terms.
Touchpoints
Sales meeting, proposal review, references
Stage 06
Purchase
Commits and signs. Contract agreed and first payment made.
Touchpoints
Contract signing, payment setup
Stage 07
Onboarding
Welcomed and set up. Delivery team briefed and expectations aligned.
Touchpoints
Welcome call, onboarding pack, CRM setup
Stage 08
Loyal Client
Receives ongoing value. Refers others, renews and becomes an advocate.
Touchpoints
Check-ins, reporting, upsell offers
Track Every Stage of Your Buyer Journey in HubSpot
HubSpot CRM lets you map lifecycle stages, automate touchpoints and see exactly where leads drop off. Start free.
Step 02. Inbound Methodology
Example of a Marketing Process Map
Based on the proven inbound methodology: Attract strangers, Convert visitors, Close leads and Delight clients. Each phase should be documented, tracked and optimised inside your CRM.
Attract
Bring strangers to your brand
SEO & Blog
Optimise for search. Publish helpful content that answers your ideal client's questions.
Social Media
LinkedIn, Facebook and YouTube video series. Organic community building.
Paid Ads
Google Demand Gen, LinkedIn Ads and retargeting campaigns.
Events & PR
Webinars, podcasts, industry partnerships and press.
Convert
Turn visitors into leads
Landing Pages
Clear value proposition. Single focused CTA. A/B tested layouts.
Lead Magnets
Free guides and tools, audit templates, checklists and reports.
Forms & CTAs
HubSpot smart forms, progressive profiling and lead scoring.
Live Chat
Website chat widget, bot qualification and instant response.
Close
Turn leads into clients
CRM Pipeline
All leads tracked in HubSpot. Deal stages defined. Owner assigned.
Email Nurture
Automated sequences. Personalised follow-up. Open and click tracking.
Proposals
Custom proposals sent and tracked. Signed digitally.
Sales Content
Case studies ready. ROI calculators. Client testimonials.
Delight
Turn clients into advocates
Onboarding
Welcome pack sent. Setup call booked. Expectations aligned.
Reporting
Monthly dashboards in HubSpot. Proactive updates. Performance reviews.
Referral Programme
Ask for referrals. Partner programme. Case study creation.
Upsell & Renew
Quarterly reviews. Expansion offers. Contract renewals.
Run Your Entire Inbound Process in HubSpot
From landing pages and forms to email sequences and pipeline management, HubSpot brings your full marketing and sales process into one platform.
Step 03. Internal Pipeline
Example of a Sales Process Map
This is what your team does internally to move a lead through to a won deal and an active client. Every stage should be defined, owned and tracked in your CRM. If it is not in HubSpot, it does not exist.
02
Contacted
SDR calls or emails. Attempt logged in CRM.
03
Qualified
Discovery call held. BANT framework applied. Fit confirmed.
04
Demo
AE runs live demo. Needs identified. Recorded in CRM.
06
Negotiation
Objections handled. Pricing agreed. Final approval obtained.
07
Closed Won
Contract signed. Invoice issued. CS team notified.
Not Won
Lost Deal
Loss reason logged in HubSpot CRM. Contact enrolled in a re-nurture sequence. Loss data reviewed regularly to identify pipeline patterns.
Post-Close Handover
Onboarding
CS team assigned. Welcome pack sent. Setup call booked.
Go Live
Portal configured in HubSpot. Training completed. Access granted.
Service Active
Monthly reporting live. Invoice issued. Account reviewed.
Manage Your Entire Sales Pipeline in HubSpot
Define pipeline stages, automate follow-ups, track proposals and get full visibility of every deal. Over 288,000 businesses worldwide run their sales in HubSpot.
Ready to Map Your Own Processes?
Use this page as your reference during your next team meeting. Then brief us. Share where your processes break down and we will show you exactly how to fix them inside HubSpot.
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