Ultimate resource

Sales pipeline

Advance leads to revenue with structured sales conversations, proposals and objection-handling.

Sales pipeline

Introduction

Your sales pipeline is the final stage of your growth journey, where qualified leads are converted into paying customers. In this module, we'll explore how to optimise your sales process to ensure you're closing as many deals as possible. You'll learn how to qualify leads effectively, structure your sales calls for success, and create compelling proposals that convert.

Playbooks

Playbook

Sales conversations

Learn how to qualify, structure and guide sales conversations that uncover needs and drive decisions without pushiness.

See playbook
Playbook

Proposals

Structure and write B2B proposals that are fast to create, easy to approve and help you win more deals with less friction.

See playbook
Playbook

Closing

Use consultative closing techniques to move deals forward without pressure — and hand over to delivery with confidence.

See playbook

Leadinfo

LeadinfoLeadinfo

Uncover anonymous traffic, enrich lead profiles and sync data into your CRM automatically.

Lemlist

LemlistLemlist

Send emails with dynamic images, videos or personalised lines to boost reply rates in cold campaigns.

HubSpot

HubSpotHubSpot

Attract, capture and convert leads with connected tools for content, forms, workflows and reporting.

Apollo

ApolloApollo

Find leads, enrich contacts and launch outbound campaigns from a single platform built for B2B sales teams.

Lemcal

LemcalLemcal

Book meetings directly from cold emails with smart calendar embeds that match your outbound rhythm.

ManyChat

ManyChatManyChat

Automate Facebook, WhatsApp and Instagram messages to qualify leads and increase conversions.

Keap

KeapKeap

Automate follow-ups, send segmented campaigns and stay on top of pipeline with simple built-in workflows.

Folk

FolkFolk

Manage warm leads, collaborators and outreach in one smart interface that adapts to your B2B workflows.

Justuno

JustunoJustuno

Use banners, spin-to-win and targeting rules to turn more of your traffic into qualified leads.

PandaDoc

PandaDocPandaDoc

Create, send and track proposals with templates, eSignatures and CRM integrations that close deals faster.

Cal.com

Cal.comCal.com

Customise your booking experience, embed across workflows and stay in control of your calendar with open-source flexibility.

Monday

MondayMonday

Manage projects, track requests and build dashboards that align everyone from strategy to delivery.

Pipedrive

PipedrivePipedrive

Visualise deals, set up automations and keep your pipeline moving with a CRM built for B2B sales teams.

Calendly

CalendlyCalendly

Book meetings without back-and-forth, connect to your CRM and route prospects to the right rep instantly.

The Ultimate Blueprint
Book summary & review

The Ultimate Blueprint

Keith J. Cunningham

Master cash flow, leverage, and decision-making with proven frameworks to build a profitable, scalable business while avoiding common pitfalls.

The Goal
Book summary & review

The Goal

Eliyahu M. Goldratt

Learn how to turn bottlenecks into opportunities and master systems thinking to achieve extraordinary business outcomes.

The 10X rule
Book summary & review

The 10X rule

Grant Cardone

Unlock the mindset and action plan needed to set massive goals and achieve extraordinary results in life and business.

Spin selling
Book summary & review

Spin selling

Neil Rackham

Develop advanced sales techniques to uncover needs, handle objections, and close bigger, complex deals.

The Science of Selling
Book summary & review

The Science of Selling

David Hoffeld

Master evidence-based sales techniques to understand customer psychology, overcome objections, and close deals confidently.

Guide continues below.

Free resources

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Blog posts

Go to blog
Blog post

Clear proposal copywriting

Write proposals that are easy to say yes to by removing fluff, framing outcomes and setting expectations.

Blog post

Closing deals and handing over

Bring structure to your closing process so it feels natural, confident and aligned with buyer needs.

Blog post

Create your proposal structure

Set up a repeatable proposal framework that’s fast to build and easy for clients to understand and approve.

Blog post

Define your pipeline stages

Clarify what each stage in your sales pipeline means so everyone works from the same structure.

Blog post

Follow up to close deals

Keep deals moving by ending every call or email with a clear next action—no exceptions.

Blog post

Handle objections with confidence

Support your sales team with structured content that removes blockers and builds trust.

Blog post

Handle objections with proof

Address common client doubts inside your proposal so you close faster and with less back-and-forth.

Blog post

Proposal design improvements

Use layout, spacing and visual structure to make your proposal easier to read and more persuasive.

Blog post

Qualify and prepare for the call

Strengthen your pipeline by ensuring every deal is qualified the same way, every time.

Blog post

Separate leads from deals

Don’t treat every inbound contact as a deal. Separate leads from pipeline so you can focus your efforts.

Blog post

Structure your sales call

Run a consultative sales call that uncovers real needs, handles objections and builds trust from the first question.

Wiki articles

Go to wiki
Wiki

BANT

Qualify leads fast with budget-authority-need-timing.

Wiki

MQL

Generate high-quality leads with Marketing Qualified Lead frameworks.

Wiki

SQL

Streamline SQL processes to increase conversion rates and close deals faster.

Further reading

Scale the revenue, not the workload

Learn to make changes to the entire customer where it matters. Implement practical playbooks that get results in 90 days.