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Sales pipeline

Keep track of your entire sales funnel from a single fractal board

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About this Template

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.

  • 🟢 - High probability of closing the sale
  • 🟡 - Medium probability of closing the sale
  • 🔴 - Low probability of closing the sale

Each card also has a "Next:" note that makes it easy to know when the next interaction (meeting, call, demo) is scheduled.

How to use the template

The bullet journal template has two main sections, the calendar, and the monthly '⏳ Future' sections.

The calendar - A long list of months with each month containing the days for that month. You'll add your tasks, notes and events under each day.

The future logs - Each month has a '⏳ Future' section that serves as a placeholder for activities that should be completed during that month but do not yet have a specific date.

The monthly log allows you to view all the events for a given month. You create this view by clicking on the bullet for the current month and then clicking on the star ⭐️ to save that view in the left hand sidebar.

The daily log allows you to quickly jump to today and work on the day's tasks and events, and add notes. You create this view by searching for 'Today' in the menu bar and then clicking on the star ⭐️ to save that view in the left hand sidebar.

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