Free sales planning worksheet
Give every deal a stage and a next action.
A practical pipeline template for small sales teams. Define what each stage means, when a deal should move and who owns the next follow-up.
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Download the planning worksheet
Download the sales pipeline template (CSV). It opens in a spreadsheet. This is a planning worksheet, not a deal import file.
Start with these five stages
| Stage | Exit rule | Next action |
|---|---|---|
| New conversation | A two-way conversation confirms a possible fit. | Assign an owner and ask one qualification question. |
| Qualified | The buyer’s need, decision process and next meeting are clear. | Confirm the agreed meeting and record the goal. |
| Evaluation | The buyer has tested the relevant workflow and knows the fit. | Resolve the specific question blocking a decision. |
| Proposal | The buyer has the scope, price and decision date. | Agree a review date rather than sending an open-ended reminder. |
| Decision | The buyer accepts or declines; outcome and reason are recorded. | Confirm the decision and hand off agreed work. |
Make the next action visible
For each open deal, record the owner, next action and due date. Use evidence from the customer conversation to change the stage. A sent email alone does not mean the buyer has progressed.
Review overdue next actions and deals with no recent customer response each week. Keep won and lost outcomes separate from open stages so your pipeline reflects work still in progress.
Set it up in Heffl
- Rename the stages to match your actual sales process.
- Configure the pipeline and required fields in deal management.
- Import a small test batch using Heffl’s destination template.
- Link a customer thread and prepare the next reply in the smart inbox.
Coming from Pipedrive? Follow the migration checklist before importing the full pipeline.
See the workflow before you switch.
Connect a supported mailbox, try a small set of contacts and deals, and review your first reply. Use your trial to decide whether Heffl fits how your team sells.
The details, without the detour.
Need help choosing a setup for your team? Ask us.
How many stages should a small sales team use?
Start with a few stages that describe real buyer progress. Every stage should have an entry rule, an exit rule, an owner and a next action. Add stages only when they change what your team does.
Is the CSV a Heffl deal import file?
No. It is a planning worksheet for defining stages and follow-up actions. Configure the pipeline in Heffl and use the destination import template when importing actual deals.
