Template

Free CRM Spreadsheet Template

HubSpot Free Beginner

Before you pay for any tool, this is the spreadsheet that gets you organized: contacts, pipeline stage, and follow up dates in one place. It matches exactly what this hub recommends for your first customers, a simple way to track replies by hand without any new software to learn.

  • A spreadsheet is genuinely enough for your first dozens of prospects
  • Track contact, stage, and next follow up date as your three core columns
  • Graduate to a CRM only once the sheet becomes hard to maintain
Open on hubspot.com ↗

The question it answers

  1. What tools should I use to send and track cold outreach without spamming?

Read with it

  1. A YC partner turns 'talk to users' into a repeatable 5-question interview script you can use this afternoon. It's The Mom Test... YC Startup Library Video · ~25 min How to Talk to Users Eric Migicovsky (YC / founder of Pebble)
  2. The permission slip to recruit users by hand, do things manually, and deliver 'insanely great' experiences to your first few... paulgraham.com Essay · ~15 min read Do Things That Don't Scale Paul Graham
  3. A YC partner and ex-Airbnb growth lead gives a tactical, no-fluff talk on landing early customers for both B2B and B2C. It's... YC Startup Library Video · ~30 min video How to Get Your First Customers Gustaf Alstromer (Y Combinator)
  4. A tactical follow-on covering the channels and motions top B2B startups scale after the first ten. Grounds distribution... Lenny's Newsletter Article · ~15 min read How to win your first 10 B2B customers Lenny Rachitsky
  5. A step-by-step, modern YC walkthrough of identifying buyers, starting conversations, and converting them into your first... YC Startup Library Video · ~20 min How to Get Your First 10 Customers Max Kolysh (Y Combinator)
  6. This is the book most modern cold outbound advice quietly borrows from, so reading the source is worth it. Its "Cold Calling... Amazon Book · ~208 pages Predictable Revenue: Turn Your Business Into a Sales Machine with the $100 Million Best Practices of Salesforce.com Aaron Ross and Marylou Tyler
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