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Purchase Process Diagram 
Instructions: 
1. Review our Product Marketing Plan Methodology: Click Here 
2. Understand the Purchase Process Stages: 
1. Need 
2. Research 
3. Evaluation 
4. Purchase 
5. Review 
3. Document your Purchase Process. Review the example provided on slide 2. 
4. In slide 3, document key buyer and seller actions at each stage: 
• Buyer Action – Description, Duration & Influencers 
• Seller Action – Description 
5. Communicate your findings with the rest of your team. 
6. Manage your products with our suite of Product Management Tools.
Purchase Process Diagram 
NNeeeedd RReeccooggnniittiioonn 
11.. NNeeeedd 
BBuuyyeerr AAccttiioonn 
Research 
Research 
##22 Evaluation 
Review 
Evaluation 
Purchase 
Purchase 
Review 
22.. RReesseeaarrcchh 33.. EEvvaalluuaattiioonn 44.. PPuurrcchhaassee 55.. RReevviieeww 
Description of Activity: 
• Research: 
o Search for 
solutions to 
problems and/or 
opportunities 
Description of Activity: 
• Need Recognition: 
o Identification of 
Problem or 
opportunity 
Description: 
• Buyer becomes 
aware of a problem 
or opportunity 
• Buyer agrees they 
have the same 
problem 
Duration: 1 day 
Influencers: Thought 
leaders 
Description of Activity: 
• Purchase: 
o Purchase of the 
product/service 
that satisfies the 
need 
Description of Activity: 
• Evaluation: 
o Assessment of 
alternatives 
o Gather detailed 
information 
about solutions 
Description of Activity: 
• Review: 
o Did the purchase 
accomplish its 
objective? 
o Were any risks 
realized? 
##11 ##33 ##44 
BBuuyyeerr AAccttiioonn BBuuyyeerr AAccttiioonn BBuuyyeerr AAccttiioonn BBuuyyeerr AAccttiioonn 
Description: 
• Buyer finds our 
solution 
• Buyer finds 
competitive solutions 
Duration: 30 days 
Influencers: Thought 
leaders, review sites, 
customers 
Description: 
• Buyer evaluates our 
solution vs. 
competitive solutions 
• Buyer enters “trial” 
of our solution and 
competitive solutions 
Duration: 30 days 
Influencers: 
Customer service 
Description: 
• Buyer makes 
decision to purchase 
a solution 
Duration: 1 hour 
Influencers: IT, 
Marketing, Sales 
Description: 
• Buyer reviews 
product or service 
• Buyer becomes a 
product/service 
enthusiast, critic or 
they are indifferent 
Duration: On-Going 
Influencers: 
Customers, Internal 
departments 
SSeelllleerr AAccttiioonn SSeelllleerr AAccttiioonn 
Description: 
• Online “Free” Trial 
• Email marketing & 
lead nurturing 
SSeelllleerr AAccttiioonn 
Description: 
• Secure checkout 
• Provide a safe 
purchase 
environment 
Description: 
• Satisfaction survey 
• New releases 
• Product development 
schedule 
SSeelllleerr AAccttiioonn 
Description: 
• Optimized website 
• Whitepaper 
• Case Studies 
• Lead capture 
SSeelllleerr AAccttiioonn 
Description: 
• Build “need” into key 
messaging 
• Write problem and 
solution copy
Purchase Process Diagram 
NNeeeedd RReeccooggnniittiioonn 
11.. NNeeeedd 
BBuuyyeerr AAccttiioonn 
Research 
Research 
##22 Evaluation 
Review 
Evaluation 
Purchase 
Purchase 
Review 
22.. RReesseeaarrcchh 33.. EEvvaalluuaattiioonn 44.. PPuurrcchhaassee 55.. RReevviieeww 
Description of Activity: 
• Research: 
o Search for 
solutions to 
problems and/or 
opportunities 
Description of Activity: 
• Need Recognition: 
o Identification of 
Problem or 
opportunity 
Description: 
• Enter Description 
• Enter Description 
• Enter Description 
Duration: X day(s) 
Influencers: Enter 
Description of Activity: 
• Purchase: 
o Purchase of the 
product/service 
that satisfies the 
need 
Description of Activity: 
• Evaluation: 
o Assessment of 
alternatives 
o Gather detailed 
information 
about solutions 
Description of Activity: 
• Review: 
o Did the purchase 
accomplish its 
objective? 
o Were any risks 
realized? 
##11 ##33 ##44 
BBuuyyeerr AAccttiioonn BBuuyyeerr AAccttiioonn BBuuyyeerr AAccttiioonn BBuuyyeerr AAccttiioonn 
Description: 
• Enter Description 
• Enter Description 
• Enter Description 
Duration: X day(s) 
Influencers: Enter 
SSeelllleerr AAccttiioonn SSeelllleerr AAccttiioonn SSeelllleerr AAccttiioonn SSeelllleerr AAccttiioonn SSeelllleerr AAccttiioonn 
Description: 
Description: 
• Enter Description 
• Enter Description 
• Enter Description 
• Enter Description 
Description: 
• Enter Description 
• Enter Description 
• Enter Description 
Duration: X day(s) 
Influencers: Enter 
Description: 
• Enter Description 
• Enter Description 
Description: 
• Enter Description 
• Enter Description 
• Enter Description 
Duration: X day(s) 
Influencers: Enter 
Description: 
• Enter Description 
• Enter Description 
Description: 
• Enter Description 
• Enter Description 
• Enter Description 
Duration: X day(s) 
Influencers: Enter 
Description: 
• Enter Description 
• Enter Description

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Content Purchase process diagram

  • 1. Purchase Process Diagram Instructions: 1. Review our Product Marketing Plan Methodology: Click Here 2. Understand the Purchase Process Stages: 1. Need 2. Research 3. Evaluation 4. Purchase 5. Review 3. Document your Purchase Process. Review the example provided on slide 2. 4. In slide 3, document key buyer and seller actions at each stage: • Buyer Action – Description, Duration & Influencers • Seller Action – Description 5. Communicate your findings with the rest of your team. 6. Manage your products with our suite of Product Management Tools.
  • 2. Purchase Process Diagram NNeeeedd RReeccooggnniittiioonn 11.. NNeeeedd BBuuyyeerr AAccttiioonn Research Research ##22 Evaluation Review Evaluation Purchase Purchase Review 22.. RReesseeaarrcchh 33.. EEvvaalluuaattiioonn 44.. PPuurrcchhaassee 55.. RReevviieeww Description of Activity: • Research: o Search for solutions to problems and/or opportunities Description of Activity: • Need Recognition: o Identification of Problem or opportunity Description: • Buyer becomes aware of a problem or opportunity • Buyer agrees they have the same problem Duration: 1 day Influencers: Thought leaders Description of Activity: • Purchase: o Purchase of the product/service that satisfies the need Description of Activity: • Evaluation: o Assessment of alternatives o Gather detailed information about solutions Description of Activity: • Review: o Did the purchase accomplish its objective? o Were any risks realized? ##11 ##33 ##44 BBuuyyeerr AAccttiioonn BBuuyyeerr AAccttiioonn BBuuyyeerr AAccttiioonn BBuuyyeerr AAccttiioonn Description: • Buyer finds our solution • Buyer finds competitive solutions Duration: 30 days Influencers: Thought leaders, review sites, customers Description: • Buyer evaluates our solution vs. competitive solutions • Buyer enters “trial” of our solution and competitive solutions Duration: 30 days Influencers: Customer service Description: • Buyer makes decision to purchase a solution Duration: 1 hour Influencers: IT, Marketing, Sales Description: • Buyer reviews product or service • Buyer becomes a product/service enthusiast, critic or they are indifferent Duration: On-Going Influencers: Customers, Internal departments SSeelllleerr AAccttiioonn SSeelllleerr AAccttiioonn Description: • Online “Free” Trial • Email marketing & lead nurturing SSeelllleerr AAccttiioonn Description: • Secure checkout • Provide a safe purchase environment Description: • Satisfaction survey • New releases • Product development schedule SSeelllleerr AAccttiioonn Description: • Optimized website • Whitepaper • Case Studies • Lead capture SSeelllleerr AAccttiioonn Description: • Build “need” into key messaging • Write problem and solution copy
  • 3. Purchase Process Diagram NNeeeedd RReeccooggnniittiioonn 11.. NNeeeedd BBuuyyeerr AAccttiioonn Research Research ##22 Evaluation Review Evaluation Purchase Purchase Review 22.. RReesseeaarrcchh 33.. EEvvaalluuaattiioonn 44.. PPuurrcchhaassee 55.. RReevviieeww Description of Activity: • Research: o Search for solutions to problems and/or opportunities Description of Activity: • Need Recognition: o Identification of Problem or opportunity Description: • Enter Description • Enter Description • Enter Description Duration: X day(s) Influencers: Enter Description of Activity: • Purchase: o Purchase of the product/service that satisfies the need Description of Activity: • Evaluation: o Assessment of alternatives o Gather detailed information about solutions Description of Activity: • Review: o Did the purchase accomplish its objective? o Were any risks realized? ##11 ##33 ##44 BBuuyyeerr AAccttiioonn BBuuyyeerr AAccttiioonn BBuuyyeerr AAccttiioonn BBuuyyeerr AAccttiioonn Description: • Enter Description • Enter Description • Enter Description Duration: X day(s) Influencers: Enter SSeelllleerr AAccttiioonn SSeelllleerr AAccttiioonn SSeelllleerr AAccttiioonn SSeelllleerr AAccttiioonn SSeelllleerr AAccttiioonn Description: Description: • Enter Description • Enter Description • Enter Description • Enter Description Description: • Enter Description • Enter Description • Enter Description Duration: X day(s) Influencers: Enter Description: • Enter Description • Enter Description Description: • Enter Description • Enter Description • Enter Description Duration: X day(s) Influencers: Enter Description: • Enter Description • Enter Description Description: • Enter Description • Enter Description • Enter Description Duration: X day(s) Influencers: Enter Description: • Enter Description • Enter Description