sales pipeline template

rules of thumb 👍🏾
1. Use less steps over more. The more steps you have in your pipeline, the more opportunities you're creating for bottlenecks a

2. Determine how many revenue streams you have and decide whether they need fundamentally unique sales processes to clos

3. Save your deal pipeline for real opportunities. You shouldn't have a stage for "prospects".

4. Whether it's a scheduled meeting or signed contract, there should always be a traceable record to prove that the action has be

5. A stage is a "a point, period, or step in a process or development". Avoid naming your stages after segments or groups and u

get started
4. Use an educated guess to assign a probability of closing to each stage. With regular use, you can update these percentages to

example
Follows up by email Schedule meeting
↑ ↑
Seller
Buyer
↓ ↓
Submitted inquiry form Schedule meeting

your turn

↑
Seller
Buyer
↓

YOUR PIPELINE STAGE 1 STAGE 2 STAGE 3

Deal Stage Name
Deal Owner
Probability of closing %
 nities you're creating for bottlenecks and delays.

mentally unique sales processes to close the deal. If so, they need separate pipelines.

cts".

e record to prove that the action has been taken.

r stages after segments or groups and use verbs and action words.

se, you can update these percentages to better align with your sales process.

Create proposal Schedule review call Present proposal

↑ ↑ ↑

↓ ↓ ↓
Schedule review call Present proposal Discuss with team

STAGE 4 STAGE 5 STAGE 6

 Send contract Closed Won
↑ ↑

↓ ↓ ↓
Approve purchase Sign contract Closed Won