The Deals Pipeline: Your Guide to Smarter Sales and Client Growth

The Deals Pipeline helps you organize and track new business opportunities before they become proposals. It gives your team visibility into the sales process, ensures consistency, and provides data for forecasting and analysis.

What is a Deal?
A Deal represents a potential new client opportunity or project. It holds key details such as the owner, expected value, and anticipated close date.

Pipeline Stages
The Pipeline Stages are customizable. Your pipeline typically moves through stages like:

• Discovery
• Proposal Sent
• Awaiting Acceptance
• Closed Won/Lost

How it fits your workflow
Deals complement your existing sales and proposal workflows by tracking opportunities earlier in the process and making revenue forecasts easier.

• Key benefits
  • Better organization and visibility
  • Improved accountability across your team
  • Forecasting data for strategic planning
  • Streamlined conversion from opportunities to proposals

Tracking New Business Opportunities

Use Case: You're speaking to a new prospect and want to track progress without sending a proposal right away.

Steps:

1. Manually create a Deal.
2. Assign it to a team member.
3. Add expected value and close date.
4. Update the stage as the conversation progresses.

Forecasting Revenue for Strategic Planning

Use Case: You need to present upcoming revenue forecasts to leadership or for team capacity planning.

Steps:

1. Enter the Deal’s value and priority fields.
2. Utilize the Open Deal Value and Forecasted Revenue

Managing Team Accountability

Use Case: You're leading a sales team and want visibility into individual pipelines.

Steps:

1. Assign an owner to each deal.
2. Use stage setting timelines.
3. Assign or reassign deals as needed.

Converting Deals into Engagements

Use Case: A client is ready to move forward, and you want to send a proposal directly from the Deal.

Steps:

1. Open the Deal.
2. Select Create proposal.
3. Auto-populate services and pricing.
4. Send for client approval.
5. The Deal will automatically close once accepted.

👉 Tip: Save time by setting up proposal templates in advance.

Client Onboarding + Migration 

Use Case: You’ve signed a new client and want to ensure a smooth onboarding process by tracking each step in a consistent, visible workflow.

Steps:

1. Repurpose the existing Deals Pipeline
2. Define stages that reflect your onboarding process, such as:
   • Welcome Call Scheduled
   • Documents/Info Collected
   • Systems Setup
   • Training Delivered
   • Onboarding Complete
3. Add a Deal for each new client as soon as their proposal is accepted.
4. Assign the Deal to the appropriate team member responsible for that onboarding stage.
5. Update the stage as the client progresses through the process.
6. Close the Deal once onboarding is complete, or transition it to your ongoing client management workflow.

Client Renewals

Use Case: You need to stay on top of upcoming client renewals and track progress until proposals are accepted.

Steps:

1. Create a Deal for each renewal opportunity.
2. Set the expected close date to match the renewal deadline.
3. Enter the renewal value so it’s included in your pipeline forecasts.
4. Assign the Deal to the account manager responsible for the renewal.
5. Move the Deal through stages as the renewal progresses, e.g.:
   • Renewal Identified
   • Proposal Sent
   • Awaiting Acceptance
   • Closed Won/Lost
6. Convert the Deal to a proposal when it’s time to send the renewal.

Collaborative Deal Management

Use Case: Promote cross-team visibility and accountability by assigning internal owners or stages.

Steps:

1. From the Deals tab, create stages that reflect each sales team member.
2. Add a final stage (e.g., Proposal Sent) before Closed.
3. Assign Deals to the appropriate stage and owner.
4. Track which team members are handling which proposals.

Referral Agent Pipeline

Use Case: Manage opportunities coming from referral partners.

• Create a dedicated stage to track referral-based Deals.

Project Management & Work Assignment

Use Case: Repurpose the Deals Pipeline to manage work assignments or client migration.

• Create stages for each step of onboarding or project delivery.
• Track responsibilities and ensure smooth handovers.

✅ The Deals Pipeline gives your team a complete picture of new opportunities, forecasts, and accountability. Whether you’re tracking early-stage conversations, managing team performance, or converting prospects into clients, the pipeline helps you stay organised and