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Sales (incl. Reps)

Sales Pipeline Template For 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.

Template FAQ

How to use this sales pipeline template?

How to use this sales pipeline template?

How to use this sales pipeline template?

What are the use cases of the sales pipeline template for BDRs

The use cases of this sales pipeline template are as follow:

  1. Reaching your sales quota much faster

  2. Making sure your leads are qualified before giving them to the SDR or Account Executive

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:


  1. Sales Pipeline Stage 1 - Opportunity Mapping: Identify and research potential leads.

  2. Sales Pipeline Stage 2 - Cold: Send initial outreach messages to engage prospects.

  3. Sales Pipeline Stage 3 - Initial Contact: Establish initial communication and gauge interest.

  4. Sales Pipeline Stage 4 - Qualification: Assess prospect's fit and readiness for the product/service.

  5. Sales Pipeline Stage 5 - Appointment Setting: Schedule a meeting or demo with qualified prospects.

  6. Sales Pipeline Stage 6 - Follow-up: Continue nurturing and addressing prospect's questions or concerns.

  7. Sales Pipeline Stage 7 - Handoff to Sales: Pass qualified and interested leads to the sales team for closing.

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.

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Try Breakcold NOW

Are you ready to accelerate your sales pipeline?

Join over +1000 agencies, startups & consultants closing deals with Breakcold Sales CRM