Cover of the Sales Pipeline & Follow-Up Tracker, with the pipeline board and forecast behind it

SEV Business Sales Pipeline & Follow-Up Tracker

£15.00
Skip to product information
Cover of the Sales Pipeline & Follow-Up Tracker, with the pipeline board and forecast behind it
  • Cover of the Sales Pipeline & Follow-Up Tracker, with the pipeline board and forecast behind it
  • The Lead Log, Follow-Up Cadence and Proposal Tracker pages side by side
  • The two worked examples: the forecast, and leads and follow-up
  • The How the Pipeline Works page beside Can I Email This Person?
  • The How the Pipeline Works page beside a list of the tracker's 15 pages
  • The Pipeline Board in the digital edition and the print edition
  • Cover of the Sales Pipeline & Follow-Up Tracker, with the pipeline board and forecast behind it
  • The Lead Log, Follow-Up Cadence and Proposal Tracker pages side by side
  • The two worked examples: the forecast, and leads and follow-up
  • The How the Pipeline Works page beside Can I Email This Person?
  • The How the Pipeline Works page beside a list of the tracker's 15 pages
  • The Pipeline Board in the digital edition and the print edition
SEV Business Sales Pipeline & Follow-Up Tracker

SEV Business Sales Pipeline & Follow-Up Tracker

£15.00
Product Overview

A pipeline answers three questions every week: who needs a follow-up today, how much work is likely to arrive, and where deals stall. This tracker keeps it on paper or on screen, with the arithmetic shown.

  • Stages: six stages, each with an exit test and an example probability to recalibrate from your own results.
  • Leads and pipeline: a lead log with source and next action, and a pipeline board.
  • Follow up: a follow-up cadence (day 0 to day 20, then monthly), a proposal tracker with expiry dates, five messages to adapt, and the UK and US email rules in brief.
  • Forecast and review: a weighted forecast (value × probability), a win and loss review that recalibrates the stages, and a monthly pipeline review.

Two worked examples show a fictional firm's forecast (£14,100 of possible work, £5,370 weighted) and its follow-up rhythm.
Included Files
  • A4 Digital (PDF, 15 pages)
  • A4 Print (PDF, 15 pages)
  • US Letter Digital (PDF, 15 pages)
  • US Letter Print (PDF, 15 pages)
Compatibility & Access
  • PDF editions in A4 and US Letter. You need a PDF reader; to write on screen, use a PDF app that lets you write on the page. The PDFs are not fillable forms.
  • Print the print edition at 100% or Actual size; use Fit to page if your printer cannot print close to the page edges. Physical printing has not been verified.
  • Links and bookmarks require a supporting PDF reader; support in handwriting or note-taking apps varies.
  • A planning tool. Stage probabilities are examples to replace with your own. The email-rules page summarises ICO and FTC guidance; it is not legal advice.
  • The PDFs contain no fillable form fields.
  • Links and bookmarks work in standard PDF readers. Support for links in note-taking apps varies.
  • This is a digital product: nothing is posted, and no shipping charge applies.
  • Printed results depend on your printer, ink and paper.

This is a digital product supplied by SwordEyeVisions Ltd. You receive four PDF files: A4 and US Letter versions for on-screen use and for printing yourself. No physical product is supplied and no shipping charge applies.

This product is offered for immediate digital delivery. Before completing your purchase, you will be asked to consent to supply before the end of the 14-day cancellation period and acknowledge that your right to cancel ends when supply begins. Once payment succeeds and those requirements are completed, your download link is sent automatically to the email address used for your order. You do not need to email us to request delivery.

Keep your order confirmation and download email. If you cannot find them, check your spam or junk folder. For delivery, cancellation or file-access assistance, contact info@swordeyevisions.com with your order number.

As a consumer, you normally have 14 days after the day your contract is formed to cancel without giving a reason. If you validly consent to early supply and acknowledge the loss of your cancellation right, that right ends when supply begins. To cancel while that right remains, email info@swordeyevisions.com with your order number and a clear request to cancel. No special wording is required. Your statutory rights if digital content is faulty, not as described or otherwise fails to meet legal requirements remain unaffected.

Refunds and statutory rights

If you exercise a valid statutory cancellation right, we will refund the amount due without undue delay and within 14 days after you tell us you are cancelling, using the original payment method unless we agree otherwise, without a refund fee. After supply, we will assess any problem with the digital content and provide the remedy required by law. We may consider goodwill requests individually; no additional blanket refund guarantee is promised. Where an order is cancelled or refunded and access is withdrawn, we deactivate its download access separately. Deactivation does not remove copies already saved to your device. These terms do not limit rights that cannot lawfully be excluded.
Licence

The approved SEV planning licence: use the files for your own planning; keep them on your own devices; print as many copies as you need for your own use. No resale, redistribution, sharing or sublicensing.
Digital Terms
Digital Product Terms
Support

For delivery, cancellation, download or file questions, contact info@swordeyevisions.com with your order number.

You may also like