Solopreneur Sales Pipeline CRM — Ready-to-Use Digital Toolkit

Sent a proposal, then client work got busy and the follow-up slipped? This 17-sheet Excel pipeline is for solo consultants, freelancers and one-person businesses. Keep leads, deals, stage odds and next-action dates together; see overdue or missing actions and a queue for what to work today.

CALENDAR REMINDER: The included Python tool converts an exported queue to a today-queue CSV and .ics calendar snapshot. Import manually and refresh after dates/status change. No live sync or email sending.

INCLUDED: CLEAN + fictional DEMO workbooks, Quick Start PDF, example and backup CSVs, Python tool, one-business license.

Excel 2016+. Google Sheets, LibreOffice and Numbers untested. Manual pipeline organizer; no email automation, invoicing, profit or project delivery. One business.