Business Kit · Business operations
Sales & Client Pipeline
Track leads, opportunities, discovery, and proposals in one honest pipeline — and hand won clients into onboarding without a heavyweight CRM.
Owner-led sales teams tracking opportunities, follow-ups, proposals, and the handoff into delivery.
Sign in to review the Kit in the authenticated Business Kits area before installing it.
Structured preview
Sales & Client Pipeline at a glance
- 1Sales Hubstarting surface
- 2Sales Pipelineincluded resource
- 3Discovery Notesincluded resource
- 4Sales Proposalincluded resource
- 5Scope of Workincluded resource
- 6Starter sales tasksincluded resource
What's included
- Sales Hub
- Sales Pipeline
- Discovery Notes
- Sales Proposal
- Scope of Work
- Starter sales tasks
How to use it
- 1Review the included surfaces and setup fields before installing.
- 2Install the Kit in your workspace and provide the small amount of context it needs.
- 3Use the connected resources together; Business Kits stay distinct from Starter Templates and individual templates.
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