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Sales Pipeline Template For Social Selling (with LinkedIn)

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.

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 Social Selling (with LinkedIn)

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

  1. Account-Based Marketing on LinkedIn

  2. Turning a sales navigator list into warm leads

This template works particularly well if your prospects are active on LinkedIn.

What are the use cases of the sales pipeline template for Social Selling (with LinkedIn)

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

  1. Account-Based Marketing on LinkedIn

  2. Turning a sales navigator list into warm leads

This template works particularly well if your prospects are active on LinkedIn.

What are the use cases of the sales pipeline template for Social Selling (with LinkedIn)

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

  1. Account-Based Marketing on LinkedIn

  2. Turning a sales navigator list into warm leads

This template works particularly well if your prospects are active on LinkedIn.

What are the use cases of the sales pipeline template for Social Selling (with LinkedIn)

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

  1. Account-Based Marketing on LinkedIn

  2. Turning a sales navigator list into warm leads

This template works particularly well if your prospects are active on LinkedIn.

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 - Not Engaged: Identify and list potential leads on LinkedIn who match your target audience criteria.

  2. Sales Pipeline Stage 2 - 2 LinkedIn comments: Engage with the content posted by potential leads by commenting meaningfully on at least two of their LinkedIn posts.

  3. Sales Pipeline Stage 3 - LinkedIn invite sent: Send a personalized LinkedIn connection request to the leads, mentioning a common interest or a reference to their content.

  4. Sales Pipeline Stage 4 - LinkedIn invite accepted: Once the invite is accepted, acknowledge their acceptance and briefly introduce yourself or your offering.

  5. Sales Pipeline Stage 5 - 1st message sent: Send a tailored first message that adds value, such as sharing a relevant article or insight, without directly selling.

  6. Sales Pipeline Stage 6 - Follow up: Follow up if there's no response to the first message, possibly offering additional resources or asking a question to encourage engagement.

  7. Sales Pipeline Stage 7 - Conversation started: Engage in a dialogue that focuses on understanding their needs, challenges, or interests relevant to your product or service.

  8. Sales Pipeline Stage 8 - Warm: Develop the relationship further by offering tailored solutions, insights, or advice that positions you as a valuable resource.

  9. Sales Pipeline Stage 9 - Closed: Finalize the sale or partnership, or if not applicable, maintain the connection for future opportunities and referrals.

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 - Not Engaged: Identify and list potential leads on LinkedIn who match your target audience criteria.

  2. Sales Pipeline Stage 2 - 2 LinkedIn comments: Engage with the content posted by potential leads by commenting meaningfully on at least two of their LinkedIn posts.

  3. Sales Pipeline Stage 3 - LinkedIn invite sent: Send a personalized LinkedIn connection request to the leads, mentioning a common interest or a reference to their content.

  4. Sales Pipeline Stage 4 - LinkedIn invite accepted: Once the invite is accepted, acknowledge their acceptance and briefly introduce yourself or your offering.

  5. Sales Pipeline Stage 5 - 1st message sent: Send a tailored first message that adds value, such as sharing a relevant article or insight, without directly selling.

  6. Sales Pipeline Stage 6 - Follow up: Follow up if there's no response to the first message, possibly offering additional resources or asking a question to encourage engagement.

  7. Sales Pipeline Stage 7 - Conversation started: Engage in a dialogue that focuses on understanding their needs, challenges, or interests relevant to your product or service.

  8. Sales Pipeline Stage 8 - Warm: Develop the relationship further by offering tailored solutions, insights, or advice that positions you as a valuable resource.

  9. Sales Pipeline Stage 9 - Closed: Finalize the sale or partnership, or if not applicable, maintain the connection for future opportunities and referrals.

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 - Not Engaged: Identify and list potential leads on LinkedIn who match your target audience criteria.

  2. Sales Pipeline Stage 2 - 2 LinkedIn comments: Engage with the content posted by potential leads by commenting meaningfully on at least two of their LinkedIn posts.

  3. Sales Pipeline Stage 3 - LinkedIn invite sent: Send a personalized LinkedIn connection request to the leads, mentioning a common interest or a reference to their content.

  4. Sales Pipeline Stage 4 - LinkedIn invite accepted: Once the invite is accepted, acknowledge their acceptance and briefly introduce yourself or your offering.

  5. Sales Pipeline Stage 5 - 1st message sent: Send a tailored first message that adds value, such as sharing a relevant article or insight, without directly selling.

  6. Sales Pipeline Stage 6 - Follow up: Follow up if there's no response to the first message, possibly offering additional resources or asking a question to encourage engagement.

  7. Sales Pipeline Stage 7 - Conversation started: Engage in a dialogue that focuses on understanding their needs, challenges, or interests relevant to your product or service.

  8. Sales Pipeline Stage 8 - Warm: Develop the relationship further by offering tailored solutions, insights, or advice that positions you as a valuable resource.

  9. Sales Pipeline Stage 9 - Closed: Finalize the sale or partnership, or if not applicable, maintain the connection for future opportunities and referrals.

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 - Not Engaged: Identify and list potential leads on LinkedIn who match your target audience criteria.

  2. Sales Pipeline Stage 2 - 2 LinkedIn comments: Engage with the content posted by potential leads by commenting meaningfully on at least two of their LinkedIn posts.

  3. Sales Pipeline Stage 3 - LinkedIn invite sent: Send a personalized LinkedIn connection request to the leads, mentioning a common interest or a reference to their content.

  4. Sales Pipeline Stage 4 - LinkedIn invite accepted: Once the invite is accepted, acknowledge their acceptance and briefly introduce yourself or your offering.

  5. Sales Pipeline Stage 5 - 1st message sent: Send a tailored first message that adds value, such as sharing a relevant article or insight, without directly selling.

  6. Sales Pipeline Stage 6 - Follow up: Follow up if there's no response to the first message, possibly offering additional resources or asking a question to encourage engagement.

  7. Sales Pipeline Stage 7 - Conversation started: Engage in a dialogue that focuses on understanding their needs, challenges, or interests relevant to your product or service.

  8. Sales Pipeline Stage 8 - Warm: Develop the relationship further by offering tailored solutions, insights, or advice that positions you as a valuable resource.

  9. Sales Pipeline Stage 9 - Closed: Finalize the sale or partnership, or if not applicable, maintain the connection for future opportunities and referrals.

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.

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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