Small Business Sales & CRM OS

Capture leads. Follow up. Close more deals. Never lose track of a sales opportunity. A complete sales command center connecting Marketing Attention → Leads → Qualified Opportunities → Conversations → Proposals → Customers → Repeat Business → Referrals.

What's included:

- Sales & CRM OS Dashboard (Excel & Google Sheets, 23 connected tabs) — Business Profile, Sales Dashboard, Leads, Customers, Lead Sources, Qualification, Pipeline, Follow-Ups, Sales Calls, Proposals, Deals, Forecast, Sales Metrics, Lost Deals, Retention, Upsells, Referrals, Sales Activities, 30-60-90 Plan, Sales SOPs, Sales Scripts

- Full written guide (27 parts, browser-based, works offline) covering CRM foundation, lead database, qualification, sales pipeline, discovery questions, proposals, deal tracking, forecasting, sales metrics, lost-deal analysis, retention, referrals, sales SOPs, sales scripts, and a 30/60/90-day plan — plus a 50+ prompt AI Prompt Library

- README & Getting Started guide

Built for freelancers, coaches, consultants, and small business owners who want one connected system for sales — not a CRM subscription or a folder of disconnected trackers. Instant digital download.