Sales Operating Procedures

GitLab sales process documentation

Sales Operating Procedures

This documentation is based on the GitLab Sales Process document approved in February 2020.

  1. Engage and Educate the Customer
  2. Facilitate the Opportunity
  3. Deal Closure
  4. Retain and Expand

How to Use

The intention of SOPs is to make our sales processes clear and document them in detail in a single place. These SOPs will also serve as the pillars for the Field Certification Program.

SOPs are not meant to solve for every permutation of selling scenarios that you might face. There will be times that the processes outlined in the SOPs do not apply or need to be expanded upon/deviated from. In this case, we encourage you to feel empowered to do what is necessary to support your customer and your business.

Please reach out to your manager or the Field Enablement team (Slack: field-enablement-team) with any questions.

For more information on each SOP phase, see the recordings from our four-part webinar series:

Date SOP Phase
2020-05-15 Phase 1: Educate and Engage the Customer
2020-05-29 Phase 2: Facilitate the Opportunity
2020-06-11 Phase 3: Deal Closure
2020-07-09 Phase 4: Retain and Expand

Deal Closure
GitLab sales process for deal closure
Engage & Educate the Customer
GitLab sales process for engaging and educating the customer
Facilitate The Opportunity
GitLab sales process for facilitating the opportunity
Retain and Expand
GitLab sales process to retain customers and expand GitLab's footprint and value to the customer