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Sales for Digital Marketing Services Free Template

In Pipefy’s Sales for Digital Marketing template, you have the full sales workflow for digital marketing services in a single place, and visible to all stakeholders.

Perfect your sales pitch process

In a single pipe, you can collect and organize all the important information about your digital marketing prospects. Address new requests by using a checklist to document goals, budget, marketing and communications considerations.

Next, use the Sales for Digital Marketing Services template to coordinate the team for brainstorming activities, construct your digital marketing proposal, and document specific strategies and recommendations. Then, in the same pipe, move on to the client approval process, the negotiation process, and the kickoff meeting.

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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