22 Sales Pipeline Templates For Every Use Case
1 use case = 1 sales pipeline template. Created and inspired by Breakcold customers
Works with Excel, Sheets, Breakcold & more
1°) The sales pipeline templates for Sales (eg. sales reps, SDRs, etc)
Build yourself the best pipeline templates to close more deals
Social Selling (with LinkedIn)
This template streamlines the social selling process on LinkedIn, setting clear stages from initial engagement to closing deals. Optimize your online interaction strategy for higher success rates.
Open templateSales (incl. Reps)Positive Replies Cold Email
Use this template to track and increase the success of cold email campaigns. Designed to nurture leads who show interest, aiming to turn them into successful sales through structured follow-ups.
Open templateSales (incl. Reps)Lead Generation
Lead generation template provides a systematic approach to engaging potential leads, facilitating relationship building and advancing them through the sales cycle towards successful conversion.
Open templateSales (incl. Reps)BDRs
For Business Development Representatives, this template lays out each stage from opportunity mapping to handoff, ensuring a tactical approach to lead nurturing and smoother sales transitions.
Open templateSales (incl. Reps)SDRs
Optimized for Sales Development Representatives, the template manages lead engagement and education before qualifying them as sales-ready, ensuring a solid foundation for sales success.
Open templateSales (incl. Reps)AEs
The Account Executives template is designed to oversee the sales process from opportunity reassessment to post-sale, involving demo presentations and closing strategies for optimal outcomes.
Open templateSales (incl. Reps)Partnership
This partnership template streamlines the collaboration process, from identifying potential allies to formalizing partnerships, ensuring clarity and efficiency in strategic alliance building.
Open templateService BusinessDigital Marketing Agency
A comprehensive pathway for digital marketing agencies to manage client engagement, from initial cold outreach to successful deal closure and soliciting valuable referrals post-sale.
Open templateService BusinessReal Estate Agent
Real estate agents can benefit from this tailored template, which tracks client engagement from initial contact through property acquisition, to secure successful transactions and referrals.
Open templateService BusinessRecruiting Firm
Specifically designed for recruiting firms, this template assists in prospect engagement, client winning, and talent placement, ensuring a streamlined process for all recruitment stages.
Open templateService BusinessLead Gen Agency
Lead Gen Agencies use this template to manage the client lifecycle from new acquisition to campaign launch and meeting booking, poised to harvest positive client outcomes and referrals.
Open templateService BusinessSEO Agency
For agencies specializing in SEO, this template guides the client journey from initial engagement to deal-winning, with milestones for audits, calls, and proposal presentations.
Open templateService BusinessPPC Agency
Manage Pay-Per-Click campaign progress from cold leads to client success, with clear steps for audits, discovery calls, and proposals, culminating in deal closure.
Open templateStartupB2B Startup
This B2B Startup template focuses on lead qualification and conversion, with clear benchmarks from initial marketing qualified lead (MQL) status to demo booking and client win.
Open templateStartupWeb 3 startup
Tailored to Web 3 startups, this template cultivates potential from engagement to client acquisition, leveraging platforms like Telegram to bolster discovery calls and conversions.
Open templateStartupVenture Capital
For venture capitalists, this template helps in scouting, screening, and due diligence, leading up to term sheet issuance and investment closure with success benchmarks throughout.
Open templateStartupFundraising
Structured to streamline fundraising efforts, this template guides startups from pitch deck creation to venture capital meetings and term sheet negotiations until investment closure.
Open templateSolopreneursConsultant
s can leverage this template to track their engagement with potential clients, from cold outreach to proposal delivery, leading to successful deal acquisition and client growth.
Open templateSolopreneursFreelancers
will find this template helpful for progressing from initial cold engagement to successful project initiation, with key points like proposal submission and deal winning.
Open templateSolopreneursBusiness Coaches
Business coaches can utilize this template to elevate their client engagement process, from the first outreach to providing free audits, discovery calls, and securing lucrative deals.
Open templateSolopreneursTwitter Influencers
Designed for Twitter influencers seeking branding opportunities, this template paves the way from identifying brands to securing proposals and closing high-profile brand deals.
Open templateSolopreneursLinkedIn Influencers
LinkedIn influencers can efficiently manage brand collaborations from initial direct messaging to proposal stages, culminating in successful and profitable brand deals.
Open template2°) The sales pipeline templates for Service Business (SMBs, Agencies, Recruiting)
This collection of pipeline templates is perfect for agency owners
Digital Marketing Agency
A comprehensive pathway for digital marketing agencies to manage client engagement, from initial cold outreach to successful deal closure and soliciting valuable referrals post-sale.
Open templateService BusinessReal Estate Agent
Real estate agents can benefit from this tailored template, which tracks client engagement from initial contact through property acquisition, to secure successful transactions and referrals.
Open templateService BusinessRecruiting Firm
Specifically designed for recruiting firms, this template assists in prospect engagement, client winning, and talent placement, ensuring a streamlined process for all recruitment stages.
Open templateService BusinessLead Gen Agency
Lead Gen Agencies use this template to manage the client lifecycle from new acquisition to campaign launch and meeting booking, poised to harvest positive client outcomes and referrals.
Open templateService BusinessSEO Agency
For agencies specializing in SEO, this template guides the client journey from initial engagement to deal-winning, with milestones for audits, calls, and proposal presentations.
Open templateService BusinessPPC Agency
Manage Pay-Per-Click campaign progress from cold leads to client success, with clear steps for audits, discovery calls, and proposals, culminating in deal closure.
Open template3°) The sales pipeline templates for Startups (eg. B2B Startup, VC, Fundraising, Web3)
From pre-seed to Series C, these pipeline templates will help your startup sales team
B2B Startup
This B2B Startup template focuses on lead qualification and conversion, with clear benchmarks from initial marketing qualified lead (MQL) status to demo booking and client win.
Open templateStartupWeb 3 startup
Tailored to Web 3 startups, this template cultivates potential from engagement to client acquisition, leveraging platforms like Telegram to bolster discovery calls and conversions.
Open templateStartupVenture Capital
For venture capitalists, this template helps in scouting, screening, and due diligence, leading up to term sheet issuance and investment closure with success benchmarks throughout.
Open templateStartupFundraising
Structured to streamline fundraising efforts, this template guides startups from pitch deck creation to venture capital meetings and term sheet negotiations until investment closure.
Open template4°) The sales pipeline templates for Solopreneurs (eg. Consultant, Coaches, Freelance)
The best templates if your goal is to go from $0 to $20K/month as a soloproneur
Consultant
s can leverage this template to track their engagement with potential clients, from cold outreach to proposal delivery, leading to successful deal acquisition and client growth.
Open templateSolopreneursFreelancers
will find this template helpful for progressing from initial cold engagement to successful project initiation, with key points like proposal submission and deal winning.
Open templateSolopreneursBusiness Coaches
Business coaches can utilize this template to elevate their client engagement process, from the first outreach to providing free audits, discovery calls, and securing lucrative deals.
Open templateSolopreneursTwitter Influencers
Designed for Twitter influencers seeking branding opportunities, this template paves the way from identifying brands to securing proposals and closing high-profile brand deals.
Open templateSolopreneursLinkedIn Influencers
LinkedIn influencers can efficiently manage brand collaborations from initial direct messaging to proposal stages, culminating in successful and profitable brand deals.
Open templateQ&A about Sales Pipeline Templates
How do you structure a sales pipeline?
To structure a sales pipeline effectively, follow these steps and adapt them to your industry:
- Lead Generation: Identify potential customers through various channels like marketing, referrals, or direct outreach.
- Lead Qualification: Assess leads to determine their interest and fit with your product or service.
- Initial Contact: Reach out to qualified leads through calls, emails, or meetings to establish a relationship and gauge their interest.
- Needs Assessment: Understand the specific needs, challenges, and goals of the potential customer to tailor your pitch.
- Proposal/Presentation: Present a customized solution that addresses the customer's specific needs and challenges.
- Negotiation: Discuss terms, prices, and conditions. Address any objections or concerns the potential customer may have.
- Closing: Finalize the deal with a contract or agreement. Ensure that both parties are clear about the terms and expectations.
- Post-Sale Follow-up: Maintain the relationship with the customer, provide excellent service, and seek opportunities for future sales or referrals.
What is a sales pipeline template?
A sales pipeline template is a structured visual representation of your sales process, designed to help sales teams track and manage the progress of their deals through various stages of the sales cycle. It typically includes the following elements:
- Stages of the Sales Cycle: These are the steps a prospect moves through in your sales process. Common stages include Lead Generation, Qualification, Proposal, Negotiation, and Closing.
- Deal Information: Details about each deal, such as the prospect's name, deal size, expected close date, and the product or service being offered.
- Sales Activities: Actions required at each stage, like follow-up calls, meetings, or sending proposals.
- Deal Status: Indicates the current position of each deal within the sales stages, helping to identify which deals are progressing and which are stagnant.
- Probability or Confidence Level: An estimate of how likely each deal is to close, often represented as a percentage.
- Revenue Forecast: Predicted revenue from each deal, often adjusted based on the deal's stage and probability of closing.
- Notes and Next Steps: Space for additional information relevant to each deal and the planned next actions.
How to know which action to do for each sales pipeline stage of these templates?
Click on the sales pipeline template that interest you and then read the Q&A of the template to understand how to use it for maximum results!
What is a sales pipeline?
A sales pipeline is a visual representation of where potential customers are in the process of buying a product or service. It helps businesses track and manage sales opportunities as they move through different stages, from initial contact to closing the sale.
Can I use these templates with Excel, Google Spreadhseets or other?
Yes, you can use these templates with Excel or Google Spreadsheets. However, we recommend you using these templates with a sales pipeline software like Breakcold.
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