RESOURCES

This template is a lightweight, ready-to-use pipeline tracking system that lives entirely in a single HTML file on your computer. There’s nothing to install and no ongoing subscription fees. Open the file in your browser and start tracking opportunities immediately.

The system includes two connected ways to manage your business development process:

• A Pipeline Board for visually tracking where each prospect sits in your workflow

• A Client Tracker for managing notes, follow-ups, services, dates, and relationship history over time

Update to match your business. Want to rename stages, change services, add fields, adjust colors, or modify the workflow? You can use a free Claude account to update the HTML file for you. No coding experience required.

Included with the template:

• A step-by-step getting started guide

• Full feature walkthrough

• Instructions for customizing the system with Claude

• Guidance for saving and backing up your data

• FAQ and troubleshooting support

This isn’t meant to replace enterprise sales software. This is a simple and quick way to get organized and create a visual of your pipeline.

Ideal For

• Businesses starting to formalize their sales or business development process

• Consultants, freelancers, and small teams managing leads without a CRM

• Teams currently tracking opportunities through spreadsheets, notes, or email

• Businesses wanting to test and refine a workflow before committing to a larger platform

• Growing teams ready to move from informal tracking to a repeatable process

This template works especially well for businesses managing up to 30 active prospects at a time. Between 30–75 active opportunities, the system is still very functional, though filters and organization become more important. You can comfortably extend beyond that by regularly archiving won, lost, or on-hold opportunities to keep your pipeline clean and focused.