Sales Pipeline Template For Consultant

This is what you need to do for each step of this sales pipeline template:

1. Sales Pipeline Stage 1 - Cold: Identify and list potential clients who may benefit from consulting services, focusing on those who have not yet been contacted.
   
   

2. Sales Pipeline Stage 2 - Engaged: Initiate contact with these potential clients through networking, social media, or referrals to spark their interest.
   
   

3. Sales Pipeline Stage 3 - Message/email sent: Send a personalized message or email outlining the consultant's expertise and how it can address the client's specific needs or challenges.
   
   

4. Sales Pipeline Stage 4 - Convo started: Engage in a dialogue with the client, either through continued emails or a phone call, to further discuss their needs and how your services can help.
   
   

5. Sales Pipeline Stage 5 - Free Audit: Offer a complimentary audit or assessment of the client's current situation to demonstrate the value of your consulting services.
   
   

6. Sales Pipeline Stage 6 - Discovery call: Schedule a more in-depth call to explore the client's challenges and goals in detail and to establish rapport.
   
   

7. Sales Pipeline Stage 7 - Proposal sent: Prepare and send a tailored proposal that outlines the consulting services, expected outcomes, and terms.
   
   

8. Sales Pipeline Stage 8 - Deal Won: Finalize the agreement, sign the contract, and begin the consulting engagement after the client accepts the proposal.