Built for marketing agencies, consultancies, and creative studios, this pipeline moves project-based deals from first inquiry to a signed statement of work without losing context. Each stage captures the scope, budget, and stakeholders you need to write an accurate proposal.
What's Included
- Discovery-to-SOW stages: Inquiry, Scoping Call, Proposal Sent, Negotiation, and Closed-Won columns tuned for services.
- Scope capture fields: Deliverables, budget range, timeline, and decision-maker tracked on every deal card.
- AI scoping agent: An agent drafts proposal outlines and flags deals stalled past your average cycle time.
- Two-way CRM sync: Keep Salesforce, HubSpot, or Pipedrive aligned with 100+ integrations.
How To Use
- Clone the template into your Taskade workspace.
- Rename stages to match your intake and scoping process.
- Add inbound inquiries and assign an owner to each card.
- Invite your team to collaborate on proposals in real time.
Pair it with an AI agent that drafts scopes, or browse more sales pipeline templates for adjacent workflows.
