---
title: "Sales pipeline"
excerpt: "Lightweight CRM. Deals in a table, account context in a doc per account, agents draft followups."
category: "Template"
---

# Sales pipeline

Lightweight CRM — table-driven, doc-anchored.

## Deals

Use the **Deals** surface. Columns: account, stage, MRR, close date, owner, last touch.

Stages: Discovery → Demo → Trial → Negotiation → Closed-won / Closed-lost.

## Account notes

One section per account here. Relationship context: who we've met, what they care about, blockers, internal champions, competitive landscape.

## Lost reasons

Use the **Lost reasons** surface. Every closed-lost gets a row. Columns: account, reason category, root cause, next-time.

Review monthly — patterns surface here that don't show up in the deal table.