Discover all our sales pipeline templates
Service Business
Sales Pipeline Template For Lead 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.
Template FAQ
What are the use cases of the sales pipeline template for Lead Gen Agency
The use cases of this sales pipeline template are as follow:
Tracking Conversion Rates: A sales pipeline template allows Lead Generation Agencies to closely monitor and analyze the conversion rates of leads at each stage of the sales funnel, facilitating data-driven optimizations.
Identifying Bottlenecks: It helps in identifying stages in the sales process where potential clients drop off, enabling targeted strategies to improve lead retention and progression.
Forecasting Revenue: The template aids in accurately forecasting future revenue by analyzing the volume and quality of leads at different stages of the pipeline, ensuring better financial planning and resource allocation.
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 - New Client: Identify potential leads and initiate outreach.
Sales Pipeline Stage 2 - Onboarding: Gather client information and set up accounts.
Sales Pipeline Stage 3 - Domains Bought: Purchase relevant domains for email campaigns.
Sales Pipeline Stage 4 - Email Warm Up: Gradually increase email sending volume to establish sender reputation.
Sales Pipeline Stage 5 - Campaigns Launched: Execute targeted email campaigns as per client requirements.
Sales Pipeline Stage 6 - Positive Replies: Monitor and respond to positive email responses and inquiries.
Sales Pipeline Stage 7 - Meetings Booked: Schedule meetings with interested prospects and clients.
Sales Pipeline Stage 8 - Referral Asked: Request referrals from satisfied clients to expand the client base.
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.
