B2B Sales Pipeline Template
Give every B2B deal a live control center
See every stage, owner, and next step in one canvas built for founders and lean sales teams. Use it alongside your CRM as the live execution board where work happens. Duplicate the Account Brief micro-template to log context, then stack Meeting Prep and Negotiation Tracker cards so outreach, discovery, and concessions stay visible. With labels for Legal Review or Pilot Required, attached business cases, and due dates on each next step, the team keeps momentum and hands off wins cleanly.
- Move deals through six visible stages without opening a CRM
- Assign owners and due dates on every next step card
- Duplicate field-ready micro-templates for discovery, meetings, and handoffs
- Keep proposals, ROI models, and security docs on the card
- Filter deals by Legal Review or Pilot Required during pipeline reviews
Kick off in Inbound & Prospecting
Duplicate the Account Brief card from Start-Here and drop it into Inbound & Prospecting. Fill Primary Contact, Buying Committee, and Critical Pain so the team understands context. Duplicate Meeting Prep, set the owner to whoever owns first outreach, and add a due date for that call. Apply the High Priority label if timing is tight and attach any intake form links.
Run discovery without losing signal
Move the deal into Discovery & Fit once the intro meeting is booked. Duplicate Discovery Summary and write stakeholder notes in the card description, attach call recordings or decks, and tag Pilot Required or Legal Review if they surface. Keep a Negotiation Tracker card in the same stage next to the opportunity so concessions stay visible. Update its give-get lines after every meeting so finance sees the latest promises.
Guide evaluation with clear proof
In Solution Evaluation, duplicate Meeting Prep for demos and assign the sales engineer before you invite prospects. Attach ROI calculators, security questionnaires, or proof-of-concept files directly to the card. Use due dates so engineering sees when technical follow-ups are expected. Tag Executive Sponsor once the champion pulls leadership in.
Build the business case together
Slide the card to Proposal & Business Case when numbers are ready. Duplicate Negotiation Tracker to log open issues, attach the proposal PDF, and fill the Target Close line on that card with the decision date. Apply Legal Review on any deal waiting for paper so leadership spots it fast. Keep a Meeting Prep card in the same stage for upcoming pricing calls.
Close and hand off without friction
Move committed deals into Negotiation & Commit and capture concessions or blockers in the tracker. Once signatures land, drag the card into Closed Won & Handoff, duplicate Implementation Handoff, and tag the CS owner. Attach the signed order form plus kickoff docs so delivery starts with full context. Archive the Negotiation Tracker or leave it open if you still owe procurement updates.
What’s inside
Start-Here control strip
Account Brief, Meeting Prep, Negotiation Tracker, and Implementation Handoff cards sit ready to duplicate so every opportunity follows the same checklist.
Six-stage pipeline
Inbound & Prospecting through Closed Won & Handoff keeps momentum visible and exposes pileups, from stalled discovery to overdue negotiations.
Risk-focused labels
High Priority, Legal Review, Pilot Required, Executive Sponsor, and Competitive Deal tags make blockers filterable during pipeline reviews.
Demo cards with proof
Example opportunities show attachments for ROI models, redlines, and signed order forms so your team mirrors best practices immediately.
Negotiation toolkit lane
Dedicated tracker cards capture concessions, decision timelines, and legal owners so negotiations stay attached to the deal before handoff.
Why this works
- Keeps every next revenue action visible with owners and due dates
- Surfaces legal, security, and pilot risks before deals stall
- Links attachments and notes to the exact stage for effortless handoff
- Makes weekly pipeline reviews faster with filterable labels and demo-ready cards
FAQ
How do I track multiple decision makers on one account?
List every stakeholder in Account Brief and Meeting Prep, then use tags like Executive Sponsor or Legal Review so the handoff team understands the buying committee instantly.
Where should I keep contract edits or pricing approvals?
Duplicate Negotiation Tracker and attach redlines or approval emails there. Keep that card in Negotiation & Commit next to the deal card so finance, legal, and leadership review the latest version in one place.
Can I forecast from this template?
Yes. Stage placement plus labels like High Priority or Competitive Deal give you a quick pipeline view; combine them with due dates on Next Step cards, then filter for cards due this month to build your forecast list.