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Sales Prospecting Plan Free Template

With this Sales Prospecting Plan Template, you can manage your business process in an intelligent, collaborative, and easy way. Track prospects’ statuses, visualize each stage of their journey, and connect your prospecting process to the Sales Pipeline to deliver qualified leads to your team.

Everything you need to sell

With this active prospecting model, you’ll receive standardized information about potential customers centralized in one place.

Get full visibility into your leads’ journey through the prospecting process and easily identify who is hot or cold through tags and filters. Create personalized emails and automatically send them to streamline follow-up meetings, buying time to build relationships with your future clients.

If you want, connect your process with the Sales Pipeline and build a fully integrated system, in which no information is left behind.

Try Pipefy's Prospecting Plan Template

Full visibility

Track the status of each lead and know who on your team is responsible for each prospect.

Smart communication

Automate emails and save time while contacting your opportunities.

Connected processes

Create standardized and connected processes, facilitating the exchange of information between multiple areas and teams.

All your opportunities in one place

With this Sales Prospecting Plan Template, you’ll receive all the essential information to the discovery stage of your pipeline in a standardized way, without having to resort to other channels. Collect data through online forms and organize opportunities in a single tool.

Forms can be fully customized according to your needs and ensure your team will receive all the necessary information to start the prospecting process. These forms can be filled out directly in Pipefy (via an off-platform link) or embedded in a website.

You can also group different forms in the same place, creating a Portal. In any case, the opportunities you receive will always follow the same pattern, providing speed and efficiency of execution.

Play according to your own rules

With active prospecting, it’s especially important to speak your customers’ language. You can customize the stages of your process with conditional and mandatory fields that ensure all data is filled in correctly, no matter the size and type of business of the potential customer.

Add fields to your cards, modify them as you like, and adapt them to the needs of your prospecting process. You can also optimize your operation with automations, add tags to facilitate categorization and filters, and set alerts to remind your team when to get in touch with customers.

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Data-oriented decisions

The Active Prospecting template comes with a prebuild Dashboard that you can measure data and better understand your process health, from bottlenecks to opportunities for improvement.

Collect key information from your process and track indicators like numbers of leads per period or contacts collected per team member. View information, customize charts and make different combinations to optimize your sales operation.

Adapt this template for your needs and hit the ground running

Fast and simple to deploy

Get started with your process in minutes with this easy-to-use template.


Customize your unique needs without help from the IT department.

Wide app integrations

Connect your ERP, HRIS, CRM, and other existing tools with Pipefy to build a truly integrated operation.

Connect Pipefy to your favorite software with ease

Teams across the globe love Pipefy

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Since we implemented Pipefy, we have been able to control and automate many processes, from operational and simple processes, such as task management, to business processes, such as executive search professionals (a type of service we provide). Our efficiency increased between 30 and 40% after Pipefy’s implementation.

Uelinton Santos COO

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