Free Sales Flow Template
A sales flow project covers the stages a copy lead moves through from first contact to decision, with columns for tracking wins and losses.
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When copy has to sell, the scary part isn’t writing something that sounds good. The scary part is finding out too late that the page didn’t move signups, and the budget and launch window are already gone, so the next step needs to feel controlled from the first lead to the final call.
The sales flow project keeps that path visible as work moves through New lead, Discovery, Proposal, Decision, then Won or Lost. The board sits under industrial enamel green with an anodised purple accent, with Space Grotesk headings over Inter body text, so each stage reads like an ops check, not a hype cycle... and the handoffs stay clear when a buyer wants proof, not promises.
- New lead Captures fresh inquiries so nothing sits in an inbox without a next step attached.
- Discovery Holds the research and questions that shape the brief before any copy gets promised.
- Proposal Tracks the offer and terms being put in front of the buyer, so the version being discussed stays clear.
- Decision Marks the waiting and follow-up period when a buyer is weighing risk, timelines, and proof.
- Won Separates accepted work so delivery planning doesn’t get mixed into the selling stages.
Once the board is in your workspace, you add the cards for each lead and drop in your own dates, because the columns carry the order of the work rather than a calendar. Each card can break into tasks so the right person knows what’s due before the lead moves forward.
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 lead | The New lead column is where a lead first lands so you can capture the contact and give the thread a clear owner. Add a card per inquiry and note any deadlines or launch windows you already know. |
Discovery | The Discovery column holds the inputs you need before you write or price anything, like data access, existing pages, and what success gets measured against. Move the card here when the next step is gathering answers rather than pitching. |
Proposal | The Proposal column tracks the offer being put forward and what still needs deciding before it can go out. Keep the card here while pricing, scope, and revision expectations get nailed down. |
Decision | The Decision column covers the gap between sending and hearing back, including follow-ups and any stakeholder questions. Park the card here so waiting doesn’t look like lost work. |
Won | The Won column is for leads that have said yes, so you can shift into delivery without re-reading the whole trail. Move the card here once the decision is confirmed and the start date is known. |
Lost | The Lost column keeps a clean record of deals that didn’t close, plus the reason if you have it. Moving a card here stops the pipeline from lying about what’s still active. |
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
Copywriters and small sales & direct response studios doing website copy and brand voice work who need a simple way to track leads from first contact to a clear yes or no.
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Questions about this project template
What are the stages in a copywriting sales pipeline?
A typical copywriting pipeline moves from a new lead into discovery, then a proposal, then a decision point, and finally closes as won or lost. The point is to keep research, pricing, and follow-up from blurring together.
How do I track copy leads without losing follow-ups?
A board with clear stages makes it obvious which leads need a next action and which ones are waiting on the buyer. Each lead gets its own card, and the card moves forward only when that stage is actually complete.
Where do discovery notes and research go during a copy project sale?
Discovery details belong in the stage where questions get answered and inputs get gathered, before scope and pricing get locked. Keeping those notes with the lead avoids rewriting the brief later from memory.
How do I keep proposals and versions straight during a sales process?
Putting proposals into their own stage helps you track what’s been offered and what’s still undecided. One card per lead gives you a single place to note the current scope and terms.
Should a sales pipeline include won and lost stages?
Yes, because closed deals need a clear place to go so the active pipeline stays honest. A lost stage also keeps the reason for the no available for later review.
Do sales pipeline boards need dates to be useful?
A pipeline board can stay useful without built-in dates because it shows order and status, not a schedule. Dates still matter, but you add your own dates to each lead where you need them.
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