Free Sales Flow Template
A sales flow project board covers lead intake, qualification, a discovery call, proposal and contracting steps, and the handover into onboarding.
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Email automations can look fine in a diagram, but the real worry sits in the edge cases: timing that hits a repeat buyer at the wrong moment, or tracking that never fires when an order gets refunded or returned. The sales flow project keeps the work moving in a clear order, so every lead gets scoped, pitched, and handed over the same way while the logic gets checked properly.
The board moves from New enquiry through Qualify & scope and Discovery call, then into Proposal sent, Contracting, and Closed / Onboard. Each column carries cards with the actual actions, like mapping tracking needs, confirming platform access, preparing a statement of work, and sending a welcome packet, so nobody has to guess what “done” means for the step they’re in. The pages use paperboard and webbing accents with Space Grotesk headings over Inter body text, which keeps the layout feeling measured while the work stays readable at a glance.
- New enquiry Start a lead card, assign an account lead, and track the intro email so the first touch never goes missing.
- Qualify & scope Capture qualification, map tracking needs, and estimate scope and cost before any promise gets made.
- Discovery call Book and run the call, then confirm platform access so the build work can actually start.
- Proposal sent Draft the proposal, send it, and record follow-ups so the decision doesn’t disappear into email threads.
- Closed / Onboard Create the onboarding card, send the welcome packet, and hand over to delivery with the context attached.
Once the board is in your workspace, you add whoever’s doing the work and assign the cards, then put your own dates against the tasks that need them, since the board shows the order of work rather than a calendar. When a lead comes in, the next card is already waiting in the next column, leaving you to focus on the triggers and tracking instead of rebuilding the process each time.
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 carrying 18 cards. Adding it builds the whole thing as a project in your workspace, with every column and card in place.
| Column | What is in it |
|---|---|
New enquiry | This column holds the lead intake card, including assigning an account lead and tracking the intro email before anything moves forward.
|
Qualify & scope | This column covers qualification and the scope pass, including mapping tracking needs and estimating scope and cost for the work.
|
Discovery call | This column tracks booking and running the discovery call, plus confirming platform access so the next steps don’t stall.
|
Proposal sent | This column keeps proposal drafting, sending, and follow-up together, so every open loop has a place to land.
|
Contracting | This column carries the negotiation and statement of work step, ending with the signed contract being received.
|
Closed / Onboard | This column captures the onboarding handoff, including a welcome packet and the move from sales into delivery.
|
What happens when you install it
- A project is created with its board, 6 columns and 18 cards already there.
- Nothing carries a due date, because a board holds the order the work runs in rather than a calendar. The dates go on once you know when the job starts.
- Every card 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
Email marketers and lifecycle teams who build lifecycle campaigns for ecommerce brands and need a tracked path from enquiry to onboarding.
Questions about this project template
What should a sales flow include?
A sales flow usually covers lead intake, qualification, a discovery call, proposal steps, contracting, and the handover into onboarding. This board maps those stages into columns with cards that describe the actions to complete in each one.
How do you track a lead from enquiry to onboarding?
A lead stays on one card that moves across columns as the work progresses, so the current stage is always visible. The cards in this template include actions like assigning an account lead, mapping tracking needs, and sending a welcome packet.
Where do lifecycle campaign details like tracking needs get captured?
Tracking requirements get captured in the qualification stage, where the board includes a specific step to map tracking needs. That keeps deliverability and event tracking work attached to the same lead record as the rest of the sales process.
How do you avoid email timing mistakes in lifecycle campaigns?
Timing mistakes usually come from skipping checks around access, events, and edge cases. The board builds those checks into the flow with steps like confirming platform access and mapping tracking needs before the work gets handed over.
What do you need before you start running a board like this?
The board needs the people doing the work added and assigned to the cards. The work also needs your own dates added where they matter, since the columns show sequence rather than a calendar.
Is this a proposal or a contract template?
This template is a project board, not a proposal or contract, so nothing gets sent for acceptance or signature from the board itself. The contracting stage is tracked as cards and steps, including preparing a statement of work and receiving a signed contract.
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