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Sales Pipeline Template For Business 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.
Template FAQ
What are the use cases of the sales pipeline template for Business Coaches
The use cases of this sales pipeline template are as follow:
Client Progress Tracking: Business coaches can use a sales pipeline template to monitor the advancement of individual clients through different stages of their business growth, ensuring tailored support and interventions.
Sales Forecasting: The template helps in predicting future revenue by tracking the movement of potential clients through various phases of the coaching sales cycle, aiding in strategic planning and resource allocation.
Performance Analysis: By analyzing data from the sales pipeline, business coaches can assess the effectiveness of their coaching techniques and marketing strategies, leading to informed decisions for improvement.
What should you do for each step of this sales pipeline template?
This is what you need to do for each step of this sales pipeline template:
Sales Pipeline Stage 1 - Cold: Identify and categorize potential coaching clients based on their business size, industry, and specific coaching needs.
Sales Pipeline Stage 2 - Engaged: Initiate contact through social media or networking events to build awareness about your coaching services.
Sales Pipeline Stage 3 - Message/email sent: Send personalized emails or messages outlining your coaching approach and how it aligns with their business goals.
Sales Pipeline Stage 4 - Convo started: Engage in a dialogue to understand their challenges and objectives, fostering a connection and trust.
Sales Pipeline Stage 5 - Free Audit: Offer a complimentary coaching session or business audit to demonstrate the value of your coaching.
Sales Pipeline Stage 6 - Discovery call: Conduct a more in-depth call to explore their business needs and how your coaching can facilitate growth and improvement.
Sales Pipeline Stage 7 - Proposal sent: Send a tailored coaching proposal, including scope, outcomes, and pricing, based on insights from previous interactions.
Sales Pipeline Stage 8 - Deal Won: Finalize the agreement and begin the coaching engagement, focusing on achieving their specific business goals.
Sales Pipeline Stage 9 - Referral Asked: Request referrals or testimonials from satisfied clients to expand your network and credibility.
With which software can you use this sales pipeline template?
You can use this sales pipeline templates with the following softwares:
Breakcold
Excel
Google SpreadSheets
Airtable
Notion
Hubspot
Salesforce
This list is not exhaustive, if you're using another sales pipeline software, you'll be able to use it there too.
