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picture1_Excel Sample Sheet 41111 | Sales Pipeline Templates


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File: Excel Sample Sheet 41111 | Sales Pipeline Templates
sheet 1 pipeline seller sourcer prospect name contact name primary interest acctg audit tax bv pfp last date of contact next followup date next followup action est close date approx ...

icon picture XLSX Filetype Excel XLSX | Posted on 14 Aug 2022 | 3 years ago

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Partial file snippet. 
Sheet 1: Pipeline


	
	
	
	
	
	
	
	
	
	
	
	
	
	
	
	

		Seller
		Sourcer
		Prospect Name
		Contact Name
		Primary Interest (Acctg, Audit, Tax, BV, PFP)
		Last Date of Contact
		Next Follow-up Date
		Next Follow-up Action
		Est. Close Date
		Approx. Services Value
		Telephone
		E-mail
		Competition
		Lead Source (vendor, web site, referral, networking)
		If Deal Lost, Why?
	

	

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	

	

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	

	

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	

	

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	

	

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	

	

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	

	

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	

	

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	

	

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	

	

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	

	

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	

	

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	

	

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	

	

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	

	

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	

	

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	

	

		

		

		

		

		

		

		

		

		

		

		

		

		

		

		

	






Sheet 2: Client Pipeline


	
	
	
	
	
	
	
	
	
	
	
	
	
	

		Server
		Seller
		Client Company
		Contact Name
		Lead Source
		Primary Interest (Acctg, Audit, Tax, BV, PFP)
		Last Date of Contact
		Next Follow-up Date
		Next Follow-up Action
		Approx. Services Value
		Close Probability
		Est. Close Date
		If Deal Lost, Why?
	

	

		

		

		

		

		

		

		

		

		

		

		

		

		

	

	

		

		

		

		

		

		

		

		

		

		

		

		

		

	

	

		

		

		

		

		

		

		

		

		

		

		

		

		

	

	

		

		

		

		

		

		

		

		

		

		

		

		

		

	

	

		

		

		

		

		

		

		

		

		

		

		

		

		

	

	

		

		

		

		

		

		

		

		

		

		

		

		

		

	

	

		

		

		

		

		

		

		

		

		

		

		

		

		

	

	

		

		

		

		

		

		

		

		

		

		

		

		

		

	

	

		

		

		

		

		

		

		

		

		

		

		

		

		

	

	

		

		

		

		

		

		

		

		

		

		

		

		

		

	

	

		

		

		

		

		

		

		

		

		

		

		

		

		

	

	

		

		

		

		

		

		

		

		

		

		

		

		

		

	

	

		

		

		

		

		

		

		

		

		

		

		

		

		

	

	

		

		

		

		

		

		

		

		

		

		

		

		

		

	

	

		

		

		

		

		

		

		

		

		

		

		

		

		

	

	

		

		

		

		

		

		

		

		

		

		

		

		

		

	

	

		

		

		

		

		

		

		

		

		

		

		

		

		

	






Sheet 3: Target Accounts Pipeline


	
	
	
	
	
	

		Relationship Owner
		Target Account Company Name
		Contact Name (CEO, President, Owner)
		Contact Name (CFO, Controller)
		Telephone  
		Email 
		Current CPA Firm
		Current Auditor
		Last Date of Contact
		Next Follow-up Date
		Areas of Interest/Follow Up Actions
The words contained in this file might help you see if this file matches what you are looking for:

...Sheet pipeline seller sourcer prospect name contact primary interest acctg audit tax bv pfp last date of next followup action est close approx services value telephone email competition lead source vendor web site referral networking if deal lost why client server company probability target accounts relationship owner account ceo president cfo controller current cpa firm auditor areas interestfollow up actions...

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Category: Uncategorized / Uncategorized
Posted on: 14 Aug 2022 | 3 years ago
Tag: download xlsx, sales, pipeline, templates,
Filetype: XLSX
File size: 0.07 MB
Views: 187x
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