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Sales Pipeline Templates (Excel and Google Sheets)

Close.com Free Beginner

Your short answer says to track outreach like a funnel, and this gives you a free spreadsheet to do it. Log every contact as reached, replied, called, or bought so you can see exactly where you leak instead of only knowing you failed. Set it up before your first outreach batch, not after.

  • Track every prospect through named stages.
  • Watch conversion between stages, not just totals.
  • A simple sheet beats guessing where you leak.
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It answers 2 questions

  1. How many people should I actually reach out to before I expect to close my first 10 paying customers?
  2. How do I keep a clean sales pipeline and track deals when I am the only salesperson?

Read with it

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  2. Jen Abel has coached over 300 early-stage founders through their first sales, so this is grounded in what actually happens when... Lenny's Podcast Podcast · About 1 hour 16 minutes The ultimate guide to founder-led sales | Jen Abel (JJELLYFISH) Lenny Rachitsky with Jen Abel
  3. When your first ten will come from cold outreach, this guide gives you the full mechanics: building a target list, qualifying,... Close Article · Multi-chapter guide The Ultimate Startup Guide to Outbound Sales Steli Efti
  4. The single best thing ever written on customer conversations. It teaches you to ask about the customer's life and past... momtestbook.com Book · ~130 pages The Mom Test Rob Fitzpatrick
  5. 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)
  6. 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
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