Sales pipeline template: a simple board from lead to deal
Track every deal on a simple board, from lead to contact, proposal and negotiation, with fixed times for finding new customers and following up. Free in Plenzu.
6 stepsAbout 4h 15m of work
What this plan is based on
The pipeline sales trainers teach: every deal in one stage with a clear next step, and fixed times to find leads and follow up.
The plan, step by step
Steps
Describe your ideal customer in a few lines45m
List twenty companies or people that fit1h
Write a short, personal first message45m
Reach out to five new leads45m
Repeats every week
Follow up on every open proposal30m
A friendly question is enough: do you have questions, and what is the next step?
Repeats every week
Count deals won and lost, and why30m
Repeats every month
In Plenzu this is a board with the columns Lead → Contacted → Proposal → Negotiation.
How to use this pipeline
Add each deal as a task in Lead: the name of the company or person, with the value and the next step in its notes. Drag it along as it moves: Contacted, Proposal, Negotiation. Drop it on Done when it is won or lost, and write down why.