Win more clients without a full CRM subscription — Taskade Genesis creates a live new business pipeline from a single prompt, with an embedded AI agent that scores prospects, drafts personalised outreach, and moves deals through stages automatically.
What Is a New Business Pipeline Template?
A new business pipeline template is a relational workspace that captures leads, tracks outreach activity, scores prospect quality, and maps every deal from initial contact through proposal to signed agreement.
Why Use a New Business Pipeline Template?
- AI lead scoring — an embedded Taskade Genesis agent evaluates prospect fit using 33 built-in tools and persistent memory of your ideal client profile.
- Automated outreach drafts — the agent generates personalised follow-up emails at each pipeline stage, ready to review and send.
- Relational links — connect prospects to proposals, contracts, and team members via the Relationship field for full deal context.
- Board view pipeline — see every deal at a glance in a Kanban board; switch to Table for detailed data filtering.
- No per-seat lock-in — add your whole BD team without worrying about licence costs.
Who Should Use a New Business Pipeline Template?
- Agency new business directors managing multiple simultaneous pitches.
- Account managers handling inbound leads alongside existing client work.
- Agency founders who are their own head of sales.
- Business development executives at growing agencies.
- Freelance strategists pitching projects to prospective clients.
How To Get Started?
- Click Use Template to clone the pipeline app into your Taskade workspace instantly.
- Define your ideal client profile in the agent's memory so it can score leads accurately — see custom agent setup.
- Add leads via a form trigger connected to your website using a 100+ integration.
- Let the agent draft outreach at each stage; review in the Board view before sending.
- When a deal closes, automate a handoff task to kick off the client onboarding process.
Close more deals with less admin. Discover more growth tools at /agents and /ai/apps.