Free Sales Flow Template
A sales flow project covers the stages and tasks for discovery, messaging, drafting pages and email sequences, revisions, and final handover.
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A sales page has to sound like the offer, not like a template, and the scary part is promising the wrong thing or shipping copy that reads fine but doesn’t sell. The sales flow project keeps the work moving in one place, from discovery through handover, so the steps that usually get rushed still get done in order. Fraunces headings sit over Roboto body text, with warm clay tones and an indigo accent that keeps the board readable while the writing does the talking.
The board moves through Discovery and brief, Positioning and messaging, and Drafting pages and sequences, then into Feedback and revisions and Finalise and handover. Cards cover the actual deliverables, like an offer positioning sheet, messaging and voice guidelines, home and landing page copy, a sales page, and a five-email nurture sequence, then consolidated feedback and QA before files get handed over. The last column also includes sending the final invoice for the remaining 60% and asking for a testimonial and case study permission, so the close doesn’t get forgotten... even when the deadline pressure shows up.
- Discovery and brief Cards cover scheduling and running the discovery interview, then drafting the offer positioning sheet before any copy gets written.
- Positioning and messaging Tasks guide the messaging and voice guidelines draft and a review with the client, so the tone gets agreed before pages and emails start.
- Drafting pages and sequences Work moves through home page copy, a single landing page, sales page copy, and a five-email nurture sequence, with each deliverable on its own card.
- Feedback and revisions Cards collect consolidated feedback, then track revisions for the pages and email sequence so edits don’t scatter across threads.
- Finalise and handover Tasks handle QA and link checks, final deliverables and formats, the remaining 60% invoice, handover of publish-ready copy, and the testimonial and case study request.
Once the template is in your workspace, the board runs as a project, leaving you to add your own dates since the columns show order rather than a calendar. Assign the cards to whoever’s doing the work, then track each draft and revision as it moves from column to column.
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
5 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 |
|---|---|
Discovery and brief | Covers scheduling and running the discovery interview, then drafting the offer positioning sheet that the copy will follow.
|
Positioning and messaging | Holds the messaging and voice guidelines work and the client review, so both sides agree on tone and claims before drafting.
|
Drafting pages and sequences | Tracks drafting for the home page, landing page, sales page, and five-email nurture sequence, with separate cards per deliverable.
|
Feedback and revisions | Keeps feedback consolidated and moves revisions for pages and emails through a clear pass, instead of looping forever.
|
Finalise and handover | Finishes QA and link checks, prepares final deliverables and formats, sends the remaining 60% invoice, and handles handover plus the testimonial and case study steps.
|
What happens when you install it
- A project is created with its board, 5 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
Copywriters and sales & direct response teams who need a clear workflow for turning discovery into finished website copy and email sequences, then managing revisions and handover.
More sales flow templates
Questions about this project template
What do you need from me to start?
The first column includes scheduling and running a discovery interview and drafting an offer positioning sheet. The board also needs your own dates and the right people assigned to the cards, since the columns show order rather than a calendar.
Can you match our existing tone without making it sound like AI?
The workflow includes drafting messaging and voice guidelines and reviewing them with the client before any pages or sequences get drafted. That step gives the project a reference point for brand voice instead of guessing per page.
How many rounds of edits are included?
The board includes a dedicated feedback and revisions stage with cards for consolidated feedback and revisions across pages and emails. The template doesn’t state a number of revision rounds, so the scope still needs to be agreed separately.
Will you work from what we have, or start from scratch?
The tasks start with discovery and positioning, then move into drafting the pages and the email nurture sequence. The template doesn’t specify rewriting versus starting new, so the project can follow either approach as long as the deliverables stay the same.
What deliverables are included in this workflow?
Cards cover an offer positioning sheet, messaging and voice guidelines, home page copy, a single landing page, sales page copy, and a five-email nurture sequence. The final stage also includes QA, preparing deliverables and formats, and handing over publish-ready copy.
Does the workflow include invoicing?
The final column includes a task to send the final invoice for the remaining 60%. The earlier invoicing steps aren’t listed on the board, so the template only captures that final billing moment.
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