Sales & CRM
Sales Funnel Review Kit
Description
Deal stages, loss reasons and a weekly review protocol.
For setting up CRM discipline on your own. There is no automatic CRM connection.
What you get: 1 working Excel/Google Sheets workbook with 5 sheets and 70 ready-made formulas (totals, statuses, deadlines and checks calculate on their own), plus a guide and a buyer licence. Yellow cells are for your data, grey cells hold formulas.
Every workbook is pre-filled with one worked example, a fictional 8-person marketing studio, so you can see each formula, status and chart working before you replace the sample rows with your own data.
What is inside3 files
- workbook.xlsx
- guide.md
- license.txt
workbook.xlsx
- How to usestep-by-step instructions for this file
- Funnel stages5 ready-filled rows, 20 formulas
- Diagnostics21 ready-filled rows, 1 formula
- Loss reasons9 ready-filled rows, 9 formulas
- Hypotheses (ICE)5 ready-filled rows, 40 formulas
Licence
For your own work: you may edit it and keep a copy. Reselling the original file is not allowed.
Usage rules →Delivery
Once payment is confirmed, protected access with unlimited downloads is created.