Sales Process Template Pack — Pipeline, Follow-Up & Lead Scoring for Small Teams

Stop losing deals to silence.

Most small businesses don't have a sales problem. They have a memory problem. Deals go quiet, follow-ups get skipped, and nobody can say with a straight face what will actually close this month.

This pack fixes that with three connected tools in one working file — plus a playbook that tells you exactly how to run them.

WHAT YOU GET

1. Pipeline stage template Eight stages with written exit criteria — the specific condition that must be true before a deal is allowed to move forward. Win probabilities and target days per stage included, and every one of them is editable.

2. Follow-up sequence planner Four ready-made cadences covering 22 touches: inbound enquiry, cold outbound, post-proposal and re-engagement. Each step has a day, a channel, a goal and a message angle. The companion tracker tells you which touch is due for which lead, and on what date.

3. Lead scoring sheet Eight questions, 100 points, four grades. Answer the dropdowns and the sheet returns a score, an A–D grade and a recommended next action — so your team calls the right people first instead of spreading attention evenly across leads that deserve wildly different amounts of it.

4. A live dashboard (the part that ties it together) Weighted forecast, pipeline by stage, win rate, lead-source conversion, and an alert list of every deal that has gone quiet, has an overdue action, or has sailed past its close date. Nothing on it needs to be typed.

5. A 17-page implementation guide How to design stages that don't inflate your forecast. How to read the dashboard in ninety seconds. Why most follow-up fails. How to calibrate the lead score against your own closed deals. A 30-minute weekly sales meeting agenda. Plus a bank of 12 ready-to-adapt messages for email, phone and WhatsApp, and a printable quick reference card.

HOW IT WORKS

Everything is connected. Rename a stage and the deal tracker's dropdown updates. Log a deal and the dashboard recalculates. Update a last-contact date and the gone-quiet alert clears itself.

Blue cells are yours to type in. Grey cells calculate. That's the whole learning curve.

BUILT FOR

South African small businesses and owner-led sales teams of two to ten people, selling to other businesses with a sales cycle measured in weeks rather than minutes. Currency is in Rand throughout.

Setup takes about 45 minutes. After that it runs on roughly 20 minutes a week.

FORMAT

• One Excel workbook (.xlsx), 8 tabs, 200 deal rows ready to fill
• One PDF guide, 17 pages
• Opens in Microsoft Excel, and in Google Sheets — every formula used is supported
• No add-ons, no subscriptions, no login, no monthly fee
• Yours to edit, rename and rebrand for your own business

Instant download. You'll get the file the moment you check out.

A HONEST NOTE ON THE NUMBERS

The default win probabilities and scoring weights are starting points based on typical small-team B2B selling — not predictions about your business. The guide shows you how to replace them with your own figures once you've closed twenty to thirty deals in the tracker. That's the point at which this stops being a template and starts being your sales process.

Questions before you buy? Message me — I'd rather answer first than refund later.

Licence: single-business use. Agency and reseller licences available on request.