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Sales Pipeline Template For Consultant

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.

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 Consultant

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

  1. Lead Management: Enables consultants to systematically track and nurture potential client engagements from initial contact to closure.

  2. Revenue Forecasting: Assists in predicting future income by analyzing the progression of deals through different stages in the pipeline.

  3. Service Optimization: Helps identify the most lucrative consulting services by analyzing success rates and client feedback at each pipeline stage.

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

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

  1. Lead Management: Enables consultants to systematically track and nurture potential client engagements from initial contact to closure.

  2. Revenue Forecasting: Assists in predicting future income by analyzing the progression of deals through different stages in the pipeline.

  3. Service Optimization: Helps identify the most lucrative consulting services by analyzing success rates and client feedback at each pipeline stage.

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

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

  1. Lead Management: Enables consultants to systematically track and nurture potential client engagements from initial contact to closure.

  2. Revenue Forecasting: Assists in predicting future income by analyzing the progression of deals through different stages in the pipeline.

  3. Service Optimization: Helps identify the most lucrative consulting services by analyzing success rates and client feedback at each pipeline stage.

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

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

  1. Lead Management: Enables consultants to systematically track and nurture potential client engagements from initial contact to closure.

  2. Revenue Forecasting: Assists in predicting future income by analyzing the progression of deals through different stages in the pipeline.

  3. Service Optimization: Helps identify the most lucrative consulting services by analyzing success rates and client feedback at each pipeline stage.

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 - Cold: Identify and list potential clients who may benefit from consulting services, focusing on those who have not yet been contacted.

  2. Sales Pipeline Stage 2 - Engaged: Initiate contact with these potential clients through networking, social media, or referrals to spark their interest.

  3. Sales Pipeline Stage 3 - Message/email sent: Send a personalized message or email outlining the consultant's expertise and how it can address the client's specific needs or challenges.

  4. Sales Pipeline Stage 4 - Convo started: Engage in a dialogue with the client, either through continued emails or a phone call, to further discuss their needs and how your services can help.

  5. Sales Pipeline Stage 5 - Free Audit: Offer a complimentary audit or assessment of the client's current situation to demonstrate the value of your consulting services.

  6. Sales Pipeline Stage 6 - Discovery call: Schedule a more in-depth call to explore the client's challenges and goals in detail and to establish rapport.

  7. Sales Pipeline Stage 7 - Proposal sent: Prepare and send a tailored proposal that outlines the consulting services, expected outcomes, and terms.

  8. Sales Pipeline Stage 8 - Deal Won: Finalize the agreement, sign the contract, and begin the consulting engagement after the client accepts the proposal.

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 - Cold: Identify and list potential clients who may benefit from consulting services, focusing on those who have not yet been contacted.

  2. Sales Pipeline Stage 2 - Engaged: Initiate contact with these potential clients through networking, social media, or referrals to spark their interest.

  3. Sales Pipeline Stage 3 - Message/email sent: Send a personalized message or email outlining the consultant's expertise and how it can address the client's specific needs or challenges.

  4. Sales Pipeline Stage 4 - Convo started: Engage in a dialogue with the client, either through continued emails or a phone call, to further discuss their needs and how your services can help.

  5. Sales Pipeline Stage 5 - Free Audit: Offer a complimentary audit or assessment of the client's current situation to demonstrate the value of your consulting services.

  6. Sales Pipeline Stage 6 - Discovery call: Schedule a more in-depth call to explore the client's challenges and goals in detail and to establish rapport.

  7. Sales Pipeline Stage 7 - Proposal sent: Prepare and send a tailored proposal that outlines the consulting services, expected outcomes, and terms.

  8. Sales Pipeline Stage 8 - Deal Won: Finalize the agreement, sign the contract, and begin the consulting engagement after the client accepts the proposal.

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 - Cold: Identify and list potential clients who may benefit from consulting services, focusing on those who have not yet been contacted.

  2. Sales Pipeline Stage 2 - Engaged: Initiate contact with these potential clients through networking, social media, or referrals to spark their interest.

  3. Sales Pipeline Stage 3 - Message/email sent: Send a personalized message or email outlining the consultant's expertise and how it can address the client's specific needs or challenges.

  4. Sales Pipeline Stage 4 - Convo started: Engage in a dialogue with the client, either through continued emails or a phone call, to further discuss their needs and how your services can help.

  5. Sales Pipeline Stage 5 - Free Audit: Offer a complimentary audit or assessment of the client's current situation to demonstrate the value of your consulting services.

  6. Sales Pipeline Stage 6 - Discovery call: Schedule a more in-depth call to explore the client's challenges and goals in detail and to establish rapport.

  7. Sales Pipeline Stage 7 - Proposal sent: Prepare and send a tailored proposal that outlines the consulting services, expected outcomes, and terms.

  8. Sales Pipeline Stage 8 - Deal Won: Finalize the agreement, sign the contract, and begin the consulting engagement after the client accepts the proposal.

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 - Cold: Identify and list potential clients who may benefit from consulting services, focusing on those who have not yet been contacted.

  2. Sales Pipeline Stage 2 - Engaged: Initiate contact with these potential clients through networking, social media, or referrals to spark their interest.

  3. Sales Pipeline Stage 3 - Message/email sent: Send a personalized message or email outlining the consultant's expertise and how it can address the client's specific needs or challenges.

  4. Sales Pipeline Stage 4 - Convo started: Engage in a dialogue with the client, either through continued emails or a phone call, to further discuss their needs and how your services can help.

  5. Sales Pipeline Stage 5 - Free Audit: Offer a complimentary audit or assessment of the client's current situation to demonstrate the value of your consulting services.

  6. Sales Pipeline Stage 6 - Discovery call: Schedule a more in-depth call to explore the client's challenges and goals in detail and to establish rapport.

  7. Sales Pipeline Stage 7 - Proposal sent: Prepare and send a tailored proposal that outlines the consulting services, expected outcomes, and terms.

  8. Sales Pipeline Stage 8 - Deal Won: Finalize the agreement, sign the contract, and begin the consulting engagement after the client accepts the proposal.

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.

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.

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.

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.

Explore other sales pipeline templates in the same category

Explore other sales pipeline templates in the same category

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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