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Tel: (+44) 07518492982

Copyright © 2020 Steve Pugh

Steve Pugh, Business Coach, Management Consultant, Growth Strategy Roadmap.com, Teesside, Newcastle, Grow my business, increase sales

Sales Pipeline tracker - Excel Spreadsheet - Use code: FREE2019


Track your sales pipeline or client contacts with this useful free spreadsheet. Often for a small business you do not need a complicated client CRM, in many cases this simple FREE sheet will do. USE CODE FREE2019 at the checkout!


It has at its heart 5 columns: Client name, Last Contact date, Days since last contact (conditional formatted column that calculates number of days and goes green to red over 6 months) Response / Category and Next actions.


Aim to convert 3% of your sales approaches and work that sales pipleline!! Instructional videos available on YouTube!