A lightweight sales pipeline for small businesses, founders, and solo operators selling without a sales team. Track deals through simple stages, draft follow-ups with an AI agent in your voice, and skip the CRM overhead in Taskade.
What's Included
- Simple Pipeline: Stages from Lead → Conversation → Proposal → Won/Lost on a Board view
- Contact Database: Names, emails, phones, last-touch date, and notes per contact
- Voice-Trained Agent: AI agent drafts follow-up emails in your voice — friendly, formal, or casual depending on how you write
- Email Integration: Two-way Gmail/Outlook sync — emails to/from a contact populate the deal record
- Weekly Snapshot: Saturday-morning email summarizes the week's pipeline — deals to follow up, deals stalling, deals to push to close
Why This Template Wins
- No CRM tax: Salesforce + Outreach + Apollo costs $400+/seat/month and requires admin time to manage. This template is $10/mo and runs itself
- Follow-ups happen: Most small-biz owners forget to follow up. The Voice-Trained Agent drafts the email; you read, click send. The deal moves
- Weekly snapshot keeps you honest: Saturday morning, you read your pipeline summary in 3 minutes — see what needs work this week before Monday hits
How to Use
- Clone this template into your Taskade workspace
- Add your active contacts and current deals
- Connect Gmail or Outlook for two-way email sync
- Train the Voice-Trained Agent on 5-10 of your past sent emails
- Set up automation triggers for stalled-deal alerts and the weekly Saturday snapshot
FAQ
Is this enough for a 3-person sales team?
Yes — for sales-assist or founder-led sales up to ~50 active deals. Once you cross 5+ AEs and structured forecasting needs, upgrade to the SaaS Sales Pipeline template.
Can I import contacts from a spreadsheet?
Yes. Import via CSV in 30 seconds, or connect Google Sheets for ongoing two-way sync if you maintain the contact list elsewhere.
What about contact data privacy?
Contact data stays in your workspace with role-based permissions. The Voice-Trained Agent runs inside your workspace — drafted emails never leak to other workspaces or training data.
CTA
Try this template free in Taskade. For email setup, see /learn/automation/automations-execution. To generate a custom SMB pipeline, try the AI Sales Pipeline Generator. Browse more SMB apps in the Community Gallery.