A B2B SaaS sales pipeline for AEs and sales managers running subscription-based sales motions. Track MRR/ARR, score deals on ICP fit, and hand off to CSM at deal close in Taskade.
What's Included
- Subscription Pipeline: Stages from MQL → SQL → Demo → Proposal → Negotiation → Closed Won on a Board view
- MRR/ARR Tracking: Each deal captures monthly and annual contract value with growth potential
- ICP Scoring Agent: AI agent scores deals on company size, industry fit, decision-maker role, and historical conversion patterns
- Multi-Touch Automation: Stage change to "Demo" triggers a 7-touch sequence; stage change to "Proposal" triggers proposal-room creation
- CSM Handoff: "Closed Won" auto-creates a customer success workspace with the deal context, populated from the Customer Success Onboarding template
Why This Template Wins
- ICP fit beats vibes: The Scoring Agent ranks deals against the patterns of your past won deals — including the deals AEs thought would close but lost. Your forecast accuracy improves measurably
- Sales-to-CSM handoff doesn't lose context: The handoff workspace pre-populates with the buyer's pain points, success criteria, and known risks — your CSM walks into the kickoff prepared, not asking the customer to re-state goals
- Memory across deals: Past deals stay searchable. When a similar deal opens, the agent surfaces "this looks like the Acme deal — they pushed back on pricing in week 2, here's how that resolved"
How to Use
- Clone this template into your Taskade workspace
- Customize stages, deal-scoring rubric, and required fields for your motion
- Connect Salesforce, HubSpot, or your CRM for two-way deal sync
- Train the ICP Scoring Agent on your past won deals and ideal customer profile
- Set up automation triggers for stage-change outreach and CSM handoff
FAQ
Does this connect to Salesforce?
Yes. Two-way sync via Salesforce integration — deal stage changes here propagate to Salesforce; opportunity updates in Salesforce flow back. Most teams keep Salesforce as the system of record and use Taskade for the day-to-day pipeline view.
Can the Scoring Agent factor in product usage data?
Yes. Connect your PLG analytics tool — Mixpanel, Amplitude, Heap — and the agent factors product engagement signals into deal scoring. Helps PLG-led companies prioritize sales-assist outreach to power users.
What plan supports our 30-AE team?
Pro ($10/mo annual) supports unlimited AEs and deals. Business ($25/mo) adds advanced forecasting and longer history retention — recommended for SaaS teams above $10M ARR running quarterly forecast meetings.
CTA
Try this template free in Taskade. For Salesforce setup, see /learn/automation/automations-execution. To generate a custom SaaS pipeline, try the AI Sales Pipeline Generator. Browse more SaaS apps in the Community Gallery.