Free CRM Template
A CRM board tracks leads from new enquiry through discovery, proposal, contract, onboarding, and close, so every contact sits in one clear stage.
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Leads come in, conversations happen, and then follow‑through turns into a guessing game: who owns the next step, what got promised, and what still needs to move. This CRM board keeps the work in order, so handoffs stay clear and nothing disappears after the meeting ends.
The board moves one contact through New enquiry, Booked discovery, Proposal sent, Contract signed, Onboarding and delivery, and Complete and close. Space Grotesk headings sit over Roboto body text, with print‑ink red and a blue‑violet accent calling attention to ownership and the next decision instead of another round of “we’ll circle back”.
- New enquiry Add a card when a lead first reaches out, and capture the basic context you’ll need before booking a call.
- Booked discovery Move the card here once discovery is scheduled, then note who’s attending and what needs answering on the call.
- Proposal sent Track the offer once it’s out, including the version that was sent and the follow‑up that’s due next.
- Contract signed Use this column as the handoff point from sales to delivery, with any conditions that need checking before work starts.
- Onboarding and delivery Keep the card here while work is underway, and record the next decision and owner each time the scope shifts.
Once the board is in your workspace, you add cards for each lead and move them across as the relationship progresses. The columns hold the sequence, so you bring your own dates when timing matters, and you can turn the next step into tasks with an owner as soon as a lead advances.
We went from spending hours on every proposal to creating fully customized ones in under 5 minutes. That's not an exaggeration - we timed it.
What is on this board
6 columns, ready for your own cards. Adding it builds the board as a project in your workspace, with every column in place. The cards in the preview are examples of how the board is used, and are not added.
| Column | What is in it |
|---|---|
New enquiry | Starting point for new leads before anything gets booked, so the next owner knows what to do with the first message. |
Booked discovery | Holds leads with a discovery call on the calendar, so the prep questions and next actions stay attached to the same card. |
Proposal sent | Tracks leads after the offer goes out, so follow‑ups don’t rely on memory and the latest terms stay easy to find. |
Contract signed | Marks accepted work, so delivery can pick up with a clear record of what was agreed before onboarding starts. |
Onboarding and delivery | Working stage for active clients, so decisions, owners, and next steps stay visible while work moves forward. |
Complete and close | Closing stage for finished work, so the relationship ends with a clean record and nothing still pending. |
What happens when you install it
- A project is created with its board and 6 columns, empty and ready for your own cards.
- Every card you add opens as a task with its own description, assignee, dates, subtasks and files, and columns are renamed, reordered or deleted like any other.
Who it is for
Consultants, agencies, and client‑service teams who need a single place to track enquiries through onboarding and delivery without losing ownership between handoffs.
Questions about this project template
What should a CRM pipeline include?
A CRM pipeline usually includes the stages a lead moves through, from first enquiry to close. This board uses six stages that cover discovery, proposal, contract, onboarding, and completion.
How do I set up stages for leads from first contact to close?
Stages work best when each one matches a real change in the relationship, like “proposal sent” or “contract signed”. The columns here already follow that sequence, so you only need to add cards and move them as the lead advances.
Does a CRM board replace a calendar?
A CRM board shows the order of work, not a schedule. This template keeps the stages and handoffs clear, and you bring your own dates when timing matters.
How do I track follow-ups so leads don’t go cold?
Follow‑ups work when the next action has an owner and a visible place to live. When a card moves into “proposal sent”, you can add a next step and assign it as a task so it doesn’t get missed.
What’s the difference between a CRM board and a sales pipeline?
A sales pipeline is usually the deal stages from lead to win or loss. A CRM board often carries the handoff into onboarding and delivery too, which this template includes after “contract signed”.
How soon should we expect to see changes in weekly numbers?
Weekly numbers move after the team follows the same stages and keeps next steps owned, not just discussed. This board supports that consistency by keeping every lead in one stage and making handoffs explicit.
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