The sales pipeline template that adapts to your industry

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.

1. 1Opportunity Assigned — A qualified opportunity is handed over from an SDR or inbound source; confirm ownership and log the context.
2. 2Discovery Call — Run a discovery call to map the prospect's goals, pain points, decision process and budget.
3. 3Demo Delivered — Deliver a tailored product demo that ties directly to the pain points uncovered in discovery.
4. 4Proposal Sent — Send a scoped proposal or quote with clear pricing and the value it unlocks.
5. 5Negotiation — Align on terms, pricing and contract details and work through procurement or legal.
6. 6Closed Won — Signatures in and deal booked; confirm start date and commercials.
7. 7Handoff to CS — Introduce customer success and hand over full context for a smooth onboarding.

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.

1. 1Account Researched — Identify a target account and its stakeholders and log why they fit your ideal customer profile.
2. 2Outreach Started — Begin multi-channel outreach across email, calls and LinkedIn.
3. 3Engaged — The prospect replies or shows interest; open a real conversation.
4. 4Qualified — Confirm fit, need and timing against your qualification criteria.
5. 5Meeting Booked — Book a discovery meeting for the account executive.
6. 6Handed to AE — Hand the qualified opportunity to the AE with full context.

Lead generation template provides a systematic approach to engaging potential leads, facilitating relationship building and advancing them through the sales cycle towards successful conversion.

1. 1New Lead — A prospect enters from any channel and is added to the pipeline.
2. 2Engaged — They react to your content or outreach; start a light conversation.
3. 3Connection Sent — Send a LinkedIn connection request or first cold touch.
4. 4Connected — The connection is accepted or the first reply lands.
5. 5Messaged — Send a personalized first message that opens with value.
6. 6Conversation — A two-way conversation is underway about their needs.
7. 7Qualified — Confirm they are a fit and worth a call.
8. 8Discovery Call — Run a discovery call to understand the problem.
9. 9Sales Call — Present your solution and pricing.
10. 10Negotiation — Work through objections and terms.
11. 11Deal Won — Close the deal and onboard.

This partnership template streamlines the collaboration process, from identifying potential allies to formalizing partnerships, ensuring clarity and efficiency in strategic alliance building.

1. 1Partners Identified — Build a list of potential partners that reach your ideal customers.
2. 2Engaged — Start a conversation and confirm mutual interest.
3. 3Intro Sent — Share how a partnership would work and the value for both sides.
4. 4Partnership Call — Meet to align on goals, audiences and a way to work together.
5. 5Terms Aligned — Agree on the model (referral, reseller or co-sell) and commercials.
6. 6Agreement Signed — Sign the partnership agreement.
7. 7Live Partner — Launch the partnership and start driving joint pipeline.

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.

1. 1Positive Reply — A cold email gets a positive reply worth pursuing.
2. 2Qualified — Confirm fit, need and timing before booking time.
3. 3Discovery Call — Run a discovery call to understand their situation.
4. 4Sales Call — Present your solution mapped to their needs.
5. 5Proposal Sent — Send a scoped proposal and pricing.
6. 6Negotiation — Handle objections and agree on terms.
7. 7Deal Won — Close the deal and kick off.

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.

1. 1New Lead — An inbound or outbound lead is assigned to the SDR.
2. 2Outreach Sent — Kick off sequenced outreach across email, calls and LinkedIn.
3. 3Engaged — The lead replies or shows interest.
4. 4Qualified — Qualify fit, need, authority and timing.
5. 5Meeting Booked — Book a qualified meeting for the account executive.
6. 6Opportunity Created — Log the opportunity with full context.
7. 7Handoff to AE — Hand the opportunity to the AE and confirm the meeting.

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.

1. 1New Prospect — Add a target prospect that fits your ideal customer.
2. 2Engaging — Warm them up by commenting on and reacting to their posts.
3. 3Connection Sent — Send a personalized connection request.
4. 4Connected — The request is accepted.
5. 5First Message — Open the conversation with a value-first message, no pitch.
6. 6Conversation Started — A real two-way conversation is underway.
7. 7Call Booked — Book a call to explore working together.
8. 8Deal Won — Close the deal from the relationship you built.

The buyer's agent pipeline tracks every home buyer from the first portal inquiry through pre-approval, tours and closing, so no lead goes cold and every deal ends in a referral.

1. 1New Buyer Lead — Capture a buyer inquiry from a portal, referral or open house and log their budget, timeline and must-haves.
2. 2Pre-Approved — Connect the buyer with a lender and confirm financing and price range before spending time on tours.
3. 3Home Tours — Shortlist listings that match their criteria and schedule showings, gathering feedback after each one.
4. 4Offer Submitted — Draft and submit a competitive offer with the right contingencies and earnest money.
5. 5Under Contract — Offer accepted: open escrow and coordinate the inspection, appraisal and disclosures.
6. 6Financing & Inspection — Clear the appraisal, inspection and loan conditions, renegotiating repairs or credits if needed.
7. 7Closing — Run the final walkthrough, sign, fund and hand over the keys.
8. 8Closed & Referral — Celebrate the win, ask for a five-star review and request referrals to keep the pipeline full.

The listing pipeline follows a seller from the first valuation request through the listing appointment, going live on the MLS and closing, so you win more listings and sell them faster.

1. 1Seller Lead — A seller reaches out or is prospected through farming; capture the property details and their motivation to move.
2. 2Listing Appointment — Present your comparative market analysis, pricing strategy and marketing plan to win the listing.
3. 3Signed Listing — Listing agreement signed: prep the home with photography, staging and any pre-market repairs.
4. 4Live on Market — Launch on the MLS and portals, run open houses and syndicate the listing everywhere buyers look.
5. 5Offers Received — Review and compare incoming offers and advise the seller on price, terms and contingencies.
6. 6Under Contract — Accept an offer, open escrow and manage the buyer's contingencies and timelines.
7. 7Appraisal & Inspection — Navigate the buyer's inspection and appraisal and negotiate any repair or price requests.
8. 8Sold & Reviewed — Close the sale, collect your commission and request a testimonial and referrals.

The investor pipeline moves a property from sourced deal through underwriting, acquisition and rehab to a profitable exit, keeping your capital recycling into the next opportunity.

1. 1Deal Sourced — Source off-market and MLS deals and log the address, asking price and estimated after-repair value.
2. 2Underwriting — Run the numbers: rehab budget, ARV, cash-on-cash return and your exit strategy.
3. 3Offer / LOI — Submit an offer or letter of intent at or below your maximum allowable price.
4. 4Under Contract — Lock the deal, line up financing and get contractor bids before your due-diligence clock runs out.
5. 5Due Diligence — Inspect the property, verify title and finalize the scope of work and budget.
6. 6Acquired — Close on the purchase, take possession and mobilize the crew.
7. 7Rehab / Reposition — Execute the renovation or lease-up plan on time and on budget.
8. 8Exit — Sell or refinance, capture the profit and recycle the capital into the next deal.

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.

1. 1New Lead — An inbound or outbound lead lands with a marketing need worth exploring.
2. 2Engaged — Open a conversation and confirm there is a real project and budget.
3. 3Qualified — Confirm fit, scope and decision timeline against your ideal client.
4. 4Discovery Call — Dig into their goals, current marketing and what success looks like.
5. 5Audit / Proposal Prep — Build a quick audit or strategy to anchor your recommendation.
6. 6Proposal Sent — Present a scoped proposal with deliverables and pricing.
7. 7Negotiation — Handle questions, adjust scope and agree on terms.
8. 8Closed Won — Sign the retainer or project and set the start date.
9. 9Onboarding & Referral — Onboard the client and, after early results, ask for referrals.

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.

1. 1New Client — Identify potential leads and initiate outreach.
2. 2Onboarding — Gather client information and set up accounts.
3. 3Domains Bought — Purchase relevant domains for email campaigns.
4. 4Email Warm Up — Gradually increase email sending volume to establish sender reputation.
5. 5Campaigns Launched — Execute targeted email campaigns as per client requirements.
6. 6Positive Replies — Monitor and respond to positive email responses and inquiries.
7. 7Meetings Booked — Schedule meetings with interested prospects and clients.
8. 8Referral Asked — Request referrals from satisfied clients to expand the client base.

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.

1. 1New Lead — A business with paid-ads needs enters the pipeline.
2. 2Engaged — Open a conversation and confirm budget and goals.
3. 3Free Ad Audit — Audit their current ad accounts to find quick wins and wasted spend.
4. 4Discovery Call — Walk through the audit and their growth targets.
5. 5Proposal Sent — Send a scoped management proposal with pricing.
6. 6Negotiation — Align on ad spend, retainer and terms.
7. 7Closed Won — Sign the client and set the launch date.
8. 8Onboarding — Get access, set up tracking and launch campaigns.

Specifically designed for recruiting firms, this template assists in prospect engagement, client winning, and talent placement, ensuring a streamlined process for all recruitment stages.

1. 1New Client Lead — A company with hiring needs enters the pipeline.
2. 2Engaged — Open a conversation and understand the roles they need to fill.
3. 3Intake Call — Run an intake call to scope the role, must-haves and process.
4. 4Agreement Signed — Sign the recruiting agreement and terms.
5. 5Role Open — The search is live; align on the ideal candidate profile.
6. 6Candidates Sourced — Source, screen and shortlist qualified candidates.
7. 7Interviews — Present candidates and manage the interview process.
8. 8Placement Made — A candidate is hired and the placement fee is invoiced.

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.

1. 1New Lead — A business wanting more organic traffic enters the pipeline.
2. 2Engaged — Open a conversation and confirm goals and budget.
3. 3Free SEO Audit — Audit their site, rankings and opportunities.
4. 4Discovery Call — Present the audit and their growth targets.
5. 5Proposal Sent — Send a scoped SEO retainer proposal.
6. 6Negotiation — Align on scope, deliverables and terms.
7. 7Closed Won — Sign the client and set the start date.
8. 8Onboarding — Kick off with technical fixes and a content plan.

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.

1. 1MQL — A lead shows intent through marketing (content, ads, a webinar) and is captured as a marketing qualified lead.
2. 2Engaged — The lead opens a conversation or books time; gauge fit and interest.
3. 3Free Trial / Signup — The lead signs up for a trial or account and starts exploring the product.
4. 4PQL — Product usage shows real intent, turning them into a product qualified lead worth a sales touch.
5. 5Demo — Run a personalized demo focused on the jobs they are trying to get done.
6. 6Negotiation — Agree on plan, pricing and rollout with the buying team.
7. 7Closed Won — Deal signed; onboard the new customer.

Structured to streamline fundraising efforts, this template guides startups from pitch deck creation to venture capital meetings and term sheet negotiations until investment closure.

1. 1Deck Ready — Your pitch deck, data room and story are ready to send.
2. 2Investors Identified — Build a targeted list of investors that fit your stage and thesis.
3. 3Intro / Outreach — Reach investors through warm intros or direct outreach.
4. 4First Meeting — Take the first pitch meeting and gauge interest.
5. 5Partner Meeting — Present to the wider partnership or investment committee.
6. 6Due Diligence — Work through diligence on metrics, product, team and market.
7. 7Term Sheet — Receive and negotiate a term sheet.
8. 8Closed — Sign, wire and close the round.

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.

1. 1Scouting — Source startups through your network, inbound and scouts.
2. 2Initial Screening — Screen the deal against your thesis, stage and check size.
3. 3First Founder Meeting — Meet the founders to assess team, product and market.
4. 4Internal Evaluation — Share the deal internally and gather partner feedback.
5. 5Due Diligence — Run diligence on metrics, tech, legal and references.
6. 6Negotiation — Align on valuation, terms and ownership.
7. 7Term Sheet — Issue and negotiate the term sheet.
8. 8Closed — Sign, wire and welcome the new portfolio company.

Tailored to Web 3 startups, this template cultivates potential from engagement to client acquisition, leveraging platforms like Telegram to bolster discovery calls and conversions.

1. 1Community Member — A prospect joins your community or engages on-chain or on social.
2. 2Engaged — They interact with your content, Discord or Telegram.
3. 3Nurtured (Telegram/Discord) — Build the relationship inside your community channels.
4. 4Discovery Call — Take a call to understand their goals and fit.
5. 5Proposal — Share how you would work together and the terms.
6. 6Deal Won — Close the partnership or deal.

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.

1. 1New Lead — A potential client discovers you through content, a referral or a DM and is captured.
2. 2Nurtured — Warm the lead with valuable content and conversation until they are ready to talk.
3. 3Free Session Booked — They book a free discovery or strategy session.
4. 4Free Session Held — Run the session, diagnose their goals and show the path you would coach them through.
5. 5Offer Sent — Send your coaching package and pricing.
6. 6Client Won — They say yes and payment is set up.
7. 7Onboarded — Kick off the engagement with goals, schedule and expectations.
8. 8Referral Asked — After early wins, ask for a testimonial and referrals.

Consultants 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.

1. 1New Lead — A prospect reaches out or is sourced through your network and referrals.
2. 2Nurtured — Stay top of mind and build trust until they are ready for a conversation.
3. 3Discovery Call — Run a call to understand their problem, goals and constraints.
4. 4Needs & Scoping — Define the scope, deliverables and outcomes of a potential engagement.
5. 5Proposal Sent — Send a proposal with scope, timeline and pricing.
6. 6Negotiation — Align on scope, terms and fees.
7. 7Signed — Contract signed and deposit invoiced.
8. 8Kickoff — Kick off the engagement and set milestones.

Freelancers will find this template helpful for progressing from initial cold engagement to successful project initiation, with key points like proposal submission and deal winning.

1. 1New Inquiry — A potential client reaches out about a project.
2. 2Engaged — Reply and open a conversation to understand what they need.
3. 3Intro Chat — Have a quick call or exchange to align on scope and fit.
4. 4Scope Discussed — Nail down deliverables, timeline and expectations.
5. 5Quote Sent — Send your quote or proposal.
6. 6Hired — They accept and you agree on terms.
7. 7Deposit Paid — Collect the deposit to lock in the work.
8. 8Project Kickoff — Kick off the project and start delivering.

LinkedIn influencers can efficiently manage brand collaborations from initial direct messaging to proposal stages, culminating in successful and profitable brand deals.

1. 1Brands Identified — Build a list of brands that fit your audience and niche.
2. 2Pitch Sent — Send a tailored partnership pitch or media kit.
3. 3In Conversation — The brand replies and you discuss goals and formats.
4. 4Proposal Sent — Send deliverables, dates and pricing.
5. 5Negotiation — Agree on scope, usage rights and rate.
6. 6Deal Won — Sign the collaboration and schedule the content.

Designed for Twitter influencers seeking branding opportunities, this template paves the way from identifying brands to securing proposals and closing high-profile brand deals.

1. 1Brands Identified — Build a list of brands that fit your audience.
2. 2DM / Pitch Sent — Send a tailored DM or pitch with your media kit.
3. 3In Conversation — The brand replies and you align on goals.
4. 4Proposal Sent — Send deliverables, timing and pricing.
5. 5Negotiation — Agree on scope, rate and usage.
6. 6Deal Won — Sign the deal and schedule the content.