The Pipeline Fixer

Free templatesv1.0September 2026

The sheets I open on every diagnostic. Yours, free.

Two packs for any pipeline: the one that maps your process and finds the stage deals stall in, and the one that stops a CRM being built before a process exists. Five more for particular ones: advisers, recruiters, SaaS and payments, law firms, education. Your first name and email, then the files.

Get the packs See what’s inside
Manifestfree-templates · v1.0
contents
2 packs · 16 tabs · plus 5 industry packs
works_with
HubSpot · monday.com · any CRM with an export
first_use
About an hour, with your own deal export
the_trade
Your first name and email. Every file unlocks here; Chanel emails the links too
not_included
A course, a drip campaign, or a call I did not ask for
released
2 Sep 2026
// The working files, not a teaser. If the sheets alone fix it, that is the intended ending.
01 · What’s inside

Two packs for any pipeline. One for your industry. No filler.

Every tab has a job. If you cannot see what you would do with it on Monday, it is not in the pack.

Pack 01 · v1.0Free

Sales Process Template Pack

For finding the stage deals stall in, and writing down the process that exists only in someone’s head.

  • Google Sheets
  • PDF
  • 1 workbook, 8 tabs
  1. 01
    Pipeline Stages
    Your stages, the entry evidence for each, exit criteria and win probability. Six rows, filled in, is a process.
    tab
  2. 02
    Deal Tracker
    Paste your CRM export. Every open deal, weighted, with a stale-deal alert that fires without anyone looking.
    tab
  3. 03
    Dashboard
    Forecast, pipeline by stage, win rate and the deals that are stuck. Reads itself off the tracker.
    tab
  4. 04
    Follow-Up Sequences
    Four cadences, written out, with the angle for each message. Nothing left on memory.
    tab
  5. 05
    Follow-Up Tracker
    The next touch for every lead, and the day it falls due.
    tab
  6. 06
    Lead Scoring Model and Sheet
    Ten questions, the points behind each answer, and an A to D grade with a recommended action.
    2 tabs
  7. 07
    Implementation Guide
    Seventeen pages: designing stages, reading the dashboard, calibrating the score, and the thirty-minute weekly review. Twelve messages to adapt, and a printable reference card.
    .pdf
Free · email, then download Get this pack
Pack 02 · v1.0Free

CRM Setup Checklist

For the week before you build, or the week you admit the CRM was set up by whoever had the login.

  • Google Sheets
  • PDF
  • 1 workbook, 8 tabs
  1. 01
    HubSpot Setup
    Sixty-nine tasks across eight phases, each with the menu path that finds it.
    tab
  2. 02
    Pipedrive Setup
    The same sixty-nine tasks, mapped to Pipedrive’s menus. Delete the one you are not using, so nobody works off the wrong list.
    tab
  3. 03
    Field Setup
    Thirty-three fields, with type, dropdown values and whether it is required on entry. Fields nobody reads are deleted.
    tab
  4. 04
    Naming Conventions
    The naming rules that keep a CRM searchable at deal two thousand.
    tab
  5. 05
    Data Import
    The eleven-step routine for loading your data without wrecking it.
    tab
  6. 06
    30-Day Plan
    Week by week after go-live, with dates that calculate from the day you went live.
    tab
  7. 07
    Health Check
    A twelve-point scorecard for day 30, day 90 and every quarter after that.
    tab
  8. 08
    CRM Setup Guide
    Sixteen pages: choosing your system, the decisions to make before you log in, importing, POPIA, go-live, and what to do when adoption slips.
    .pdf
Free · email, then download Get this pack
Industry packs · v1.0Free

Industry packs

One per industry: the cadence or checklist I would hand you on the first call, and the sheet that shows you on a Monday where it is slipping.

  • PDF
  • Google Sheets
  • 5 packs
  1. 01
    Staffing and recruitment: Offer-out cadence
    Four messages for the five days after an offer goes out, and the audit sheet that shows which live offers have no owner or next touch.
    .pdf + sheet
  2. 02
    Financial advisers and insurance brokers: First-meeting pack
    What to book, collect and sign before the client leaves the room, and the tracker that shows whose paperwork is ageing.
    .pdf + sheet
  3. 03
    SaaS and payment providers: KYC-at-demo pack
    The documents to ask for on the demo, by market, and the queue of everyone who signed and hasn’t transacted.
    .pdf + sheet
  4. 04
    Law firms: Engagement-letter cadence
    The follow-up emails for an unsigned engagement letter, and the worksheet that counts letters sent, signed and unsigned.
    .pdf + sheet
  5. 05
    Education and training providers: First-24-hours sequence
    The WhatsApp, email and phone messages for a new enquiry, and the sheet that shows your speed-to-lead by hour.
    .pdf + sheet
Free · email, then download Get these packs
02 · Get the files

A first name and an email. The files unlock here.

Every file on the site unlocks the moment you send this. Chanel emails the links too, usually within a day, so you have them somewhere. Then the “Things I notice” notes, roughly monthly, which you can stop with one click. Nothing else. Privacy.

03 · The first hour

Export, paste, sort. The finding is usually in the top three.

  1. Minutes 0–15Deal Tracker

    Export your deals

    Last ninety days, every stage, from HubSpot, monday.com or whatever you run. Paste into the Deal Tracker. It weights every deal by stage and flags the ones that have gone stale.

  2. Minutes 15–40Pipeline Stages

    Name the stages

    Fill the Pipeline Stages tab for the stages you actually have. When a stage has no entry evidence you can write down, you have found the one that measures feelings.

  3. Minutes 40–60Guide · section 7

    Run the Monday review once

    The agenda is in section 7 of the guide. Thirty minutes, with whoever runs sales. The argument about what is wrong tends to end in the first ten.

// If the top three deals are all in one stage, that is the finding. Find the leak is the version where I read all of it and put the number on it.

04 · The paid one

The templates build the picture. The kit builds the CRM.

The pipeline, the follow-up and the automations I build in a fix, as files you import rather than work I do. For the founder who would rather build it themselves this weekend than book a call. HubSpot and monday.com editions.

  1. 01
    The pipeline, importable
    Six stages with entry rules, deal properties and required-on-entry settings. HubSpot: the pipeline and properties spec, with a ten-step walkthrough. monday.com: the board template, columns, groups, statuses.
    .csv · board
  2. 02
    Follow-up sequences, written
    Five emails, two call scripts and one message for the silence after a proposal. Pasted into a HubSpot sequence or a monday.com automation, day-numbered.
    .gdoc · sequence
  3. 03
    Automation recipes
    The stale-deal alert, the sales-to-delivery handover trigger, lead routing by owner. Built step by step in each tool, with what breaks when you rename a stage.
    .pdf · diagrams
  4. 04
    The Monday 08:30 dashboard
    The five reports, each with its filters, thresholds and the question it answers, built in order.
    .pdf · report specs
  5. 05
    Playbook skeleton
    Stage by stage, with the prompts a new hire needs and the sections most playbooks waste a week on left out.
    .gdoc
  6. 06
    New-hire day one
    The first Monday, hour by hour, the way Build our playbook hands it over.
    .pdf
The Build Kitv1.0

One weekend, one working CRM.

$79once, not monthly

  • 6 files, importable where the tool allows it
  • Instant download after payment, links by email too
  • Updates free for every v1.x release
  • One licence per business; share it with your team, not your competitor
  • Not a course. No videos, no community, no upsell inside the files
Buy the HubSpot edition

Card or PayPal. South African businesses can pay by EFT on invoice; email for that. Seven-day refund if it is not what the page says.

05 · Changelog

What changed, and when.

  1. v1.02 Sep 2026

    First release. Sales Process Template Pack (workbook plus a 17-page guide), CRM Setup Checklist (workbook plus a 16-page guide).

  2. Kit 1.015 Sep 2026

    The Build Kit for HubSpot and monday.com: six items, on sale through Payhip.

  3. Industry 1.016 Sep 2026

    Five industry packs, a PDF and a Google Sheet each: advisers, recruitment, SaaS and payments, law firms, education. Behind the same form as the templates.

If a sheet has a bug, email me. You get the fix and a credit in the changelog.

06 · Questions

The ones people ask before typing an email address.

  • Is it actually free, or free until page three?

    Free, complete, and the same files I use. There is no locked half. The paid kit is a different thing: importable CRM files, not a longer version of the free ones.

    If the sheets alone fix it, that is the intended ending.

  • Why do you want my name and email?

    So the links reach you, addressed to you, somewhere you can find them again, and so I can send a short note roughly monthly about something I noticed in a pipeline. Leaving that list is one click. I do not call, sequence, or share your details.

  • Does it work with Zoho, Pipedrive, Salesforce?

    The free packs work with anything that exports to a spreadsheet, which is everything. The Build Kit is HubSpot and monday.com only, because the import files are tool-specific and I will not sell a kit for a tool I have not built in fifty times.

  • Can I share it with my team?

    Yes. Make a copy of the Sheet, hand the guide round, print the quick reference card and stick it on the wall. The only thing I ask is that you do not resell it or strip the name off.

  • Why is the kit $79 when Set up my CRM is $3,400?

    Because the kit is the files and Set up my CRM is me: taking requirements from how you actually sell, designing your stages rather than the default six, building it, and training your team until they run it. The kit is the right buy if you have a Saturday and a founder who likes building. If you would rather it was done for you, every fix is priced on the pricing page.

Sheets tell you where. I tell you how much.

If the top three deals are all sitting in one stage, the free Leak Cost Check takes about ninety seconds and Find the leak takes seven days.

Take the Leak Cost Check Find the leak · $1,550
What is the leak costing you? Take the Leak Cost Check