Guides

Running a pipeline that stays current

Practical notes on the parts of selling that a tool can actually help with — structuring your stages, keeping follow-ups from slipping, and knowing when the spreadsheet has stopped paying for itself.

• A sales pipeline template that fits on one screenA simple five-stage sales pipeline template you can copy, plus the point at which a spreadsheet starts costing you deals.
• When the CRM is built for your manager, not for youMost CRMs are built for the person reading the reports, not the person making the calls. What a simple CRM alternative should actually do.
• Most deals die of silenceMost deals are lost to silence, not objections. A practical follow-up system built around one field: the next date.