Keep track of your entire sales funnel from a single fractal board.
Created by Workflowy.
Successfully closing sales means staying on top of your sales pipeline and knowing exactly where you are with each lead.
The template features Workflowy's powerful fractal board that allows you to easily add as much detail and information as necessary to each lead's card.
As the lead progresses down the sales funnel, you simply move the card from the left to the right, adding relevant documents and notes along the way.
Each lead card has section to track each meeting or demo. By using date tags, you can also track exactly when each interaction took place.
We also recommend you use emojis to signal the probability of closing a sale or when the process has run into issues or slowed down. This can make it easier to take decision on which leads are more likely to pay off and deserve more of your attention.
Each card also has a "Next:" note that makes it easy to know when the next interaction (meeting, call, demo) is scheduled.
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