Pipeline templates
Six pipelines for the six most common sales motions. Each stage has a one-line definition and a typical conversion rate, so you can spot the leak before it costs you the quarter.
All pipeline templates
Agency new business pipeline
A 5-stage pipeline for digital, creative, and consulting agencies. Tracks deals from intro call through signed SOW with realistic conversion benchmarks.
Use this template → SDR-led cold outbound, mid-market targetsOutbound sales team pipeline
A 6-stage outbound pipeline for cold prospecting teams. Covers prospecting, opening, qualification, deal cycle, and conversion benchmarks for SDR + AE motions.
Use this template → Fractional execs, consultancies, accountants, law firms, ongoing client retainersProfessional services retainer pipeline
A 5-stage pipeline for retainer-based consulting, accounting, fractional, and legal services. Tracks ongoing client retainers from intro to signed engagement.
Use this template → Residential buyer agents and small brokeragesReal estate buyer pipeline
A 6-stage residential real estate pipeline for buyer agents. Tracks leads from initial inquiry through closing with realistic conversion rates and stage definitions.
Use this template → Contingent and retained search agencies, in-house TA leadersRecruitment — candidate-side pipeline
A 7-stage recruitment pipeline tracking candidates from sourced to placed. Stage definitions, screening criteria, and conversion benchmarks for contingent and retained search.
Use this template → Inbound-led B2B SaaS, 50-500 employee customersStandard B2B SaaS pipeline
A 7-stage sales pipeline for B2B SaaS — from inbound MQL to closed-won. Stage definitions, exit criteria, and conversion benchmarks pulled from real SMB SaaS data.
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