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Sales Pipeline & Follow-Up Tracker Kit

34-page printable and fillable kit: your own sales stages, lead trackers, a pipeline board, follow-up rhythm and tracker, six message templates, call prep, proposal checklist and win and loss notes.

$14.99

Buy now · $14.99

Instant digital download. No physical item ships. Business-use license: use the pages in your own business. Please don't resell, share or redistribute the files. Secure checkout by Stripe. See terms for refunds.

What's inside

Sales process and stages, ideal customer and lead sources
Lead tracker (3 pages), pipeline board, stuck leads check
Monthly pipeline numbers using your own counts
Follow-up rhythm planner and follow-up tracker
Six message templates: first reply, after a call, after a proposal, nudge, check-in, polite close
Discovery call prep, call notes and concerns with honest answers
Proposal checklist and quote tracker
Win notes, loss and not-now notes, referral and review requests, past customer list
Contact courtesy checklist, weekly sales routine, monthly sales review
Printable and fillable/hyperlinked PDF editions; US Letter. General planning and tracking worksheets. Not legal, tax or financial advice. Rules about email, texts and calls vary by location. No sales or income promised.

Download the free 3-page sample (PDF) More free samples