Pipeline templates by business type
Ten pipelines with their stages and starting win rates, all written out. Pick the closest one, then change it to match how you sell.
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- 10 pipelines in full
- Probabilities included
- No email required
The short answer
- You get ten templates. They cover B2B services and B2B software, two for home services (replacement and repair), and intake for firms that sell advice. Two are for staffing (clients and job orders). The last three fit an agency retainer, marketplace bids and insurance renewals.
- Each stage has a starting win rate. A weighted forecast only helps when its numbers came from somewhere. Adjust them once you have a quarter of your own data.
- Two rules hold for all ten. A stage is a thing that happened, not a feeling. And with more than seven or eight stages, nobody will keep the board up to date.
Why this exists
Most teams copy their stages from whatever CRM someone used last. That's why so many boards have a stage called Interested. Interested is not an event. Meeting booked is an event. You can check whether it happened.
The win rates are starting points, not truths. After a quarter, compare each stage's real rate to the number below, and swap it in. That one step does more for your forecast than any other change.
The ten pipelines
1. B2B services
New lead (10%), Contacted (20%), Discovery held (35%), Proposal sent (55%), Negotiation (75%), Won, Lost.
2. B2B software
New lead (5%), Qualified (15%), Demo held (30%), Trial or pilot (50%), Business case (65%), Contract (85%), Won, Lost.
3. Home services, replacement or project
Lead (10%), Estimate scheduled (25%), Estimate sent (40%), Follow-up 1 (45%), Follow-up 2 (50%), Financing (65%), Sold, Lost.
4. Home services, repair or service call
Call received (20%), Scheduled (60%), Completed, Invoiced. It's short on purpose. This pipeline tracks jobs; it doesn't sell.
5. Professional services intake
Enquiry received (10%), Fit or conflict check (20%), Consultation booked (40%), Consultation held (55%), Proposal sent (70%), Engaged, Declined, Not a fit.
6. Staffing, client development
Target account (5%), Contacted (15%), Meeting held (30%), Job order received (60%), Candidate submitted (75%), Placement, Lost.
7. Staffing, job orders
Open (20%), Sourcing (35%), Candidates submitted (55%), Interviewing (70%), Offer (85%), Filled, Cancelled.
8. Marketing agency retainer
Enquiry (10%), Discovery (25%), Audit or proposal delivered (45%), Scope agreed (70%), Contract sent (85%), Won, Lost.
9. Marketplace bidding
Job identified (5%), Proposal sent (15%), Interviewing (45%), Offer (75%), Hired, No reply, Lost. Keep the No reply stage. On marketplaces, most bids end there, and folding it into Lost hides your real rate.
10. Insurance or renewal-driven
Quote requested (20%), Quoted (40%), Follow-up (50%), Bound, Not taken up, Renewal due (60%), Renewed, Lapsed.
How to choose and adjust
Start with the closest template, not a blank board. Then run three tests. Can someone looking at a card tell what has to happen for it to move? Is every stage an event with a date? Are there fewer than eight?
After one quarter, look at each stage. Count how many deals that reached it went on to win, and use that share as its win rate. Your own data beats any template, including these.
In SalesCrew, you set stages and win rates yourself. You can edit them in the app or with pipeline_stage_upsert, and the weighted forecast updates from whatever you set. Every stage change goes into the audit log with who made it. So when a forecast moves, you can explain why.
Build your board from a template
Pick a template, set the win rates, and let the weighted forecast add up the board.
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