Free Sales Pipeline Template
A sales pipeline covers the stages a lead moves through, from first contact to negotiation and close.
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New enquiries come in, messages go back and forth, and then the follow-up risk starts: a lead sounds ready, but the next step gets missed and nobody can tell what’s been promised so far. The sales pipeline board keeps the handoff clear, so a buyer doesn’t get a smooth first call and a messy middle that turns into delays, lost details, or a proposal that never matches the conversation. The headings sit in Zilla Slab over Inter, with deep indigo and an olive-brass accent, so the board reads like work you can rely on rather than a flashy snapshot.
Each lead lives as a card that moves left to right through New lead, Contacted, Discovery call, Proposal sent, Negotiation, and Closed. The column names match the conversation a prospect expects, which means anyone checking the board can answer “where is this at?” without digging through notes or guessing what comes next... and the board order stays the source of truth even when dates shift around.
- New lead Drop a new card in here when an enquiry arrives, before any outreach happens.
- Contacted Move the card here once the first reply or call attempt has gone out, so the next follow-up doesn’t get lost.
- Discovery call Use this stage for leads that have a call booked or completed, where requirements and constraints get clarified.
- Proposal sent Park the card here after the quote has gone out, so negotiation and chasing don’t mix with early-stage leads.
- Negotiation Keep active back-and-forth in one place while scope, terms, or timing get agreed.
The board runs as a project, so you can add tasks to each card and keep owners and next steps visible while the deal is still moving. The board itself doesn’t act as a calendar, so the dates stay yours to set alongside the stage the lead is in.
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 | Starting column for new enquiries, where each card represents one lead before any outreach happens. |
Contacted | Cards move here after the first message or call attempt, so follow-ups stay tied to the same lead. |
Discovery call | Use this column for leads around the discovery call step, once the conversation turns into requirements. |
Proposal sent | Cards sit here once a proposal has been sent, keeping waiting and chasing separate from earlier work. |
Negotiation | This column holds leads in active negotiation, where details get agreed before closing. |
Closed | Final column for deals that are finished, so the rest of the board stays focused on active opportunities. |
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
Teams handling incoming leads and outbound follow-ups in sales, account management, or client services, where each deal needs a clear next step before it goes quiet.
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Questions about this project template
What are the stages in a sales pipeline?
A sales pipeline usually tracks a lead from first contact through discovery, proposal, negotiation, and close. The exact names vary, but the goal stays the same: one shared view of where every deal is.
What’s the difference between a sales pipeline and a sales funnel?
A pipeline shows individual deals moving through stages, so you can manage next actions and owners. A funnel summarises conversion and drop-off rates across all leads.
How do you set up a sales pipeline for a service business?
Most service businesses start with stages for enquiry, contacted, discovery, proposal sent, negotiation, and closed. The key is keeping the stage names tied to real steps a buyer recognises, so handoffs and follow-ups don’t rely on memory.
Should a sales pipeline include dates?
Dates help with forecasting and follow-up timing, but they aren’t the same thing as stages. A board like this keeps the order of the work clear, while dates stay something you set separately.
How do you track leads without losing follow-ups?
A lead gets captured as one record and then moved forward only when the next step happens, so the current stage always signals what to do next. That structure beats scattered notes because anyone can see what’s waiting and what’s active.
What should happen after a proposal is sent?
A pipeline usually moves the lead into a “proposal sent” stage, then into negotiation if terms or scope change, and finally to closed once the decision lands. Keeping those steps distinct stops late-stage deals from clogging up early-stage work.
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