Sales pipeline for marketing

Template

With Pipefy’s Sales Pipeline for Marketing Template, you have an easy way to control your team’s workflow, create and send proposals, follow up on clients, and have a better overall control of your sales.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

Start form

  • 1. Client

  • 2. Client's email

  • 3. Marketing needs

  • 4. Campaign needs

  • 5. What kind of marketing tools does the client currently use?

    • Email marketing
    • Social media ads
    • Google Analytics
    • Printed material
    • TV and radio
    • Cloud platform
    • Other
  • 6. Offer discussed

  • 7. Budget

  • 8. Due date

Campaign proposal creation

  • 1. Assignee

  • 2. Create the campaign proposal

    • Done
  • 3. Campaign proposal

  • 4. Opportunity status

  • 5. First option

  • 6. First price

Follow up

  • 1. Get in touch with the client on

  • 2. Were you able to reach the client?

    • Yes
    • No

Client's approval

  • 1. Has the client approved the proposal?

    • Yes
    • No
  • 2. Comments

Job specs

  • 1. Job type

    • Marketing campaign 1
    • Marketing campaign 2
    • Marketing campaign 3
  • 2. Job size

    • Small
    • Medium
    • Large
    • Enterprise
  • 3. Which items were approved?

  • 4. Total cost

  • 5. Attach the work order

Work order approval

  • 1. Has the client approved the work order?

    • Yes
    • No
  • 2. If not, what are the adjustments needed?

Won

Lost

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