CRM, pipeline, follow-up, pricing, and planning
A category hub for SME sales resources focused on CRM setup, pipeline visibility, lead follow-up, pricing, proposals, and sales planning. Practical tools and templates that lean sales teams can actually use.
Tools & calculators
Sales Target Calculator
Break a revenue goal into realistic sales targets — deals, opportunities, and leads needed each month.
ToolRetainer Pricing Calculator
Estimate a monthly retainer with labour, overhead, and margin logic — so quotes aren't gut feel.
ToolProposal Pricing Estimator
Estimate proposal pricing with scope, time, margin, and risk logic — so quotes stop feeling arbitrary.
ToolPipeline Conversion Calculator
Measure how many leads move through each sales stage — and where drop-off happens.
ToolSales Commission Calculator
Calculate sales commission payouts cleanly — supports flat, tiered, and accelerator models.
Templates
CRM Setup Template
A starter CRM field and process template SMEs can adapt in a day — not a month.
TemplateSales Pipeline Template
A clean, visual pipeline structure for SMEs — works as a board, list, or spreadsheet.
TemplateSales Meeting Agenda Template
A simple agenda template for discovery, qualification, or review meetings.
Checklists
Lead Follow-up Checklist
A repeatable checklist for responding to and progressing new leads — so nothing slips.
ChecklistProposal Checklist
Review proposals before sending — catches errors that cost deals.
ChecklistLead Qualification Checklist
Qualify leads in a consistent, simple way — so sales time goes to real opportunities.
Guides
How to Build a Simple Sales Process for SMEs
Create a sales process that is easy to follow and easy to measure.
GuideHow to Set Up a CRM for an SME
A practical CRM setup approach for small businesses — without overcomplicating it.
GuideHow to Improve Lead Follow-up
Better response speed and conversion through consistent follow-up habits.
GuideHow to Price Services for Profit
Price service work so margin is not guessed — with a method you can explain to a non-finance team.
GuideHow to Build a Better Proposal Process
Make proposals faster to produce, clearer to read, and easier to win.
GuideHow to Track Sales Performance in a Small Business
Track sales performance without a complex BI stack — 6 metrics, reviewed weekly.
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