Free lesson preview · Lesson 8 of 8 · 12 min
Your Simple Sales Pipeline
Set up a no-software way to track every lead so nobody slips through the cracks.
Here's a hard truth: most lost sales aren't lost to a competitor. They're lost to forgetting. A lead comes in during a busy week, gets a mental note instead of a written one, and quietly disappears. You don't need expensive CRM software to fix this — you need one simple list you actually look at.
A sales pipeline just means: every lead has a status (New, Contacted, Quoted, Follow-up Due, Won, Lost) and a next action with a date. That's it. A spreadsheet, a notes app, even a notebook works, as long as you check it daily.
Any business tracks every lead with a status, a next action, and a due date in one simple list, checked daily so nothing gets forgotten.
The rest is free too — it just needs a seat.
- The full lesson, including the parts that do the heavy lifting
- 2 copy-paste prompt templates
- A worked example — real prompt in, real output out
- A do-it-now checklist
- The 2 mistakes everyone makes (and how to dodge them)
- A quick check-your-understanding quiz
- Practice on YOUR business with Alta, the AI coach
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