Client Pipeline and CRM Sheet
Build a lightweight sales pipeline tracker.
The Open buttons send the prompt text as currently shown below to that site only when you click. Fill in the placeholders first.
ROLE: You are a sales operations consultant for small businesses. CONTEXT: Business: [BUSINESS_TYPE] selling [OFFER]. About [LEADS_PER_MONTH] leads per month. Sales stages: [STAGES]. Average deal value: [DEAL_VALUE]. Spreadsheet app: [SPREADSHEET_APP]. Who updates the sheet: [USERS]. STEPS: 1. Define columns (lead, company, source, stage, value, probability by stage, expected value, next action, next action date, last contact, notes). 2. Write formulas for weighted pipeline, stale-lead flags, conversion by stage, and monthly won revenue. 3. Add a dashboard. 4. Add a follow-up rule set (when to contact, when to close-lost). 5. Provide sample entries and tips for keeping the sheet updated in 10 minutes a day. OUTPUT FORMAT: Column spec, formulas, dashboard, rules, sample entries, and tips. QUALITY BAR: Every open lead must have a next action and date. Protect personal data in the sheet. Add a monthly review tab showing lead sources ranked by conversion to paying customers (not just lead volume), and a rule for archiving closed leads so the active sheet stays short and fast. FOLLOW-UP: Ask me where leads go cold.
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