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.
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.