Sales Hub
You don't need a CRM to run sales; you need one page everyone trusts. This hub keeps opportunities, follow-ups, and next steps in plain sight.
What's Included
- Active opportunities
- Priority follow-ups
- Proposals outstanding
- Likely next win
- Stalled opportunities
- Current sales priorities
Best For
The start of a Sales & Client Pipeline workspace, refreshed before every pipeline review.
Target Audience
Owners and small teams running sales in a spreadsheet and their heads.
How to Customize
Keep it under two screens. If a section starts tracking live detail, move it to your pipeline table and leave a pointer here.
When to Use
Set it up once, then refresh it before every pipeline review so it stays the fastest way in.
Full Document Preview
Preview the actual editable ZuffSuite document.
CLIENT & COMMERCIAL / HUB
Sales Hub: Larkspur Design Studio
One page that shows where every opportunity stands, what needs a follow-up this week, and what happens after a deal is won. Update the pipeline first — this page is the map, not the source of truth.
Active opportunities
Opportunity | Stage | Owner | Next step |
|---|---|---|---|
Harborview Dental — website & booking refresh | Proposal Sent | Nora Vale | Chase the proposal Thursday |
Cedar & Vine — packaging redesign | Discovery | Nora Vale | Second call to scope the label work |
Priority follow-ups
Chase the Harborview Dental proposal (sent September 24)
Book the Cedar & Vine discovery call follow-up
Re-engage Greenfield Café — quiet since August
Proposals outstanding
One proposal is with the client: Harborview Dental (website & booking refresh), sent September 24, 2026. If it is still open after the follow-up, move it to Negotiation or park it in the pipeline — by hand.
Likely next win
Harborview Dental. The decision maker (Dr. Patel) has budget approved and wants to launch before January; the proposal is sized to that window.
Stalled opportunities
Opportunity | Stage | Last contact | Play |
|---|---|---|---|
Greenfield Café — rebrand | Qualified | August 14, 2026 | Send a short check-in; set a next follow-up date or mark it Lost |
Current sales priorities
Keep the pipeline honest: every active row has an owner, a stage, and a next follow-up date.
Convert Harborview Dental before the January booking-season rush.
One new discovery conversation per week, minimum.
Where the detail lives
Every opportunity, stage, and follow-up date — Sales Pipeline (Sheets)
What the client said and what they need — Discovery Notes (Docs)
What we offered and at what price — Sales Proposal (Docs)
The agreed scope once a deal is won — Scope of Work (Docs)
Won a deal? Congratulations — now start the Client Onboarding Kit for that client by hand. ZuffSuite does not move a won opportunity into onboarding automatically; you choose when to start it.
Related templates
Sales Proposal
A persuasive but professional offer that maps a customer challenge to a packaged solution, pricing, and next step.
Meeting Notes
A structured meeting record capturing objectives, discussion points, key decisions, and assigned action items with checkboxes.
Scope of Work
Define exactly what work will and will not be performed — deliverables, exclusions, acceptance, and change handling.