Worksheet

Pipeline stage design sheet

One row per stage and five columns: stage name, buyer action that proves it, required fields or attachment, stall limit in days and owner of the follow-up. Beneath the grid sits a walk back box for the won deal, listing each dated buyer action from first enquiry to payment.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Sales pipeline stages: how to design them from your real process”, www.gullysystem.com/blog/sales-pipeline-stages-how-to-design-them-from-your-real-process