The Sales Pipeline Template
Most service businesses do not lose deals to competitors. They lose them to forgotten follow ups. This template gives you a proven pipeline structure with clear stage definitions, the fields that actually matter, and follow up timing rules you can copy into any CRM or even a spreadsheet.
7 pipeline stages with clear entry and exit rules
The follow up cadence that revives silent deals
The 5 fields worth tracking and the 20 that waste time
Works in any CRM or a simple spreadsheet
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This is for you if…
- ✓Founders managing deals from memory and inbox
- ✓Teams whose CRM is a graveyard of stale leads
- ✓Agencies and consultants with long sales cycles
Skip it if…
- ✕High volume ecommerce businesses
- ✕Teams with a mature, working sales process
Questions, answered.
Which CRM does this require?
None specifically. The structure works in HubSpot, Pipedrive, Notion, or a spreadsheet. The system matters more than the software.
We have very few leads. Is this overkill?
The opposite. When leads are scarce, losing one to a forgotten follow up hurts more. This system makes every lead count.
How long does setup take?
About 25 minutes to adapt the stages and rules to your business, then it runs as part of your normal week.
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