Sales Prospecting Plan Free Template

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.

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.

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.

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.