Deal tracker for small agencies & consultants

Deal Tracker for Small Agencies & Consultants

A simple Notion template to keep your deals organized and make it easier to see what needs your attention.

Track your deals

→ Deal stage — know where every opportunity stands.

→ Deal value — keep track of the potential value of each deal.

→ Follow-ups — set an expected date and get reminded when it's due.

→ Company & contact — keep each deal connected to the right people.

→ Active / Won / Lost views — quickly see what’s happening across your pipeline.

→ Why Lost — keep track of why opportunities didn’t close.

Included

- Deal Tracker database

- Multiple useful views

- Example Version

- How-to-use guide

Made for small agencies and consultants who want a simple way to stay on top of their deals.

You will get a file with the template link