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Client/Company Name:Source of Lead (referral, outreach, group, etc.):Reason They Are a Strong Prospect:Next Intended Action:Date of Next Action:Discussion Notes:
Client/Company Name:Summary of First Meeting:Proof of Qualification (fit, need, budget, timeline):Date of Second Meeting:Objective of Next Meeting:Discussion Notes:
Client/Company Name:Meetings Completed (summary):Where They Are in Their Decision Process:Key Decision Makers Identified:Current Obstacles or Requirements:Next Scheduled Meeting:Plan to Move Them Forward:Discussion Notes:
Client/Company Name:Date Contract Was Sent:Expected Start Date:Contract Value (if applicable):Onboarding Tasks Required:Discussion Notes:
Pipeline issuesSupport neededRisks, delays, or bottlenecksOpportunities for upselling or cross-sellingQuestions for leadershipNotes:
Sales Funnel
Prospects
Definition: Potential clients you have not met with yet but show strong potential due to referral, outreach, or network alignment.
Fields to Complete for Each Prospect:
Qualified Opportunities
Definition: You have had an initial meeting, there is clear fit, and a second meeting is scheduled.
Fields to Complete for Each Qualified Lead:
Developing Opportunities
Definition: Active sales process with 2nd, 3rd, or further meetings; proposal discussions; objections addressed.
Fields to Complete for Each Developing Opportunity:
Contracted Clients
Definition: Deal is won, contract/engagement letter sent, and client is entered into the CRM.
Fields to Complete for Each Contracted Client:
General Discussion Area (Optional)
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