Sales (incl. Reps)

Sales Pipeline Template For Lead Generation

Lead generation template provides a systematic approach to engaging potential leads, facilitating relationship building and advancing them through the sales cycle towards successful conversion.

Try this template in Breakcold
Template FAQ

How to use this sales pipeline template?

What are the use cases of the sales pipeline template for Lead Generation?

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

  1. Making sure you always follow up on prospects

  2. Reducing you number on no-show on sales calls

This template is a golden standard that follows the classic sales pipeline stages.

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:

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  1. Sales Pipeline Stage 1 - Cold: import your prospecting lists built on tools like LinkedIn Sales Navigator
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  2. Sales Pipeline Stage 2 - Engaged: before reaching out, start engaging with the LinkedIn posts or tweets of your prospects. This will help you increase your reply rate a lot.
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  3. Sales Pipeline Stage 3 - LI invite sent: send a LinkedIn invite without a note just after you engaged with 1 or 2 posts, you'll get a high acceptance rate
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  4. Sales Pipeline Stage 4 - LI invite rejected: check if your LinkedIn invites are accepted or not
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  5. Sales Pipeline Stage 5 - Email/message sent: if the LinkedIn invite is accepted, send a LinkedIn message, if the LinkedIn invite is not accepted, send a cold email
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  6. Sales Pipeline Stage 6 - Convo started: place the leads where a conversation has started
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  7. Sales Pipeline Stage 7 - Interested: if the lead manifest interest in any way shape of form, place them here
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  8. Sales Pipeline Stage 8 - Ghosted: if you get ghosted, follow up
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  9. Sales Pipeline Stage 9 - Discovery call: prior to the discovery call, engage with the social posts of your prospects to reduce no show
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  10. Sales Pipeline Stage 10 - No show: if they don't show up to the meeting, follow up to reschedule
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  11. Sales Pipeline Stage 11 - Sales call: prepare a personalized sales presentation to increase your closing rate
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  12. Sales Pipeline Stage 12 - Negotiating: back-and-forth conversations
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  13. Sales Pipeline Stage 11 - Deal Won: satisfy your new client with excellent service delivery to trigger word of mouth

With which software can you use this sales pipeline template?

You can use this sales pipeline template with the following software:

  • Breakcold
  • Excel
  • Google Spreadsheets
  • Airtable
  • Notion
  • HubSpot
  • Salesforce

This list is not exhaustive. If you use another sales pipeline software, you can use it there too.