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Pipeline / CRM Blueprints

Niche pipelines that match how your work closes—stages, follow-ups, and forecasting that doesn't feel like a generic CRM.

Pipeline Blueprint

Solo Freelance CRM Blueprint

A freelance-first CRM blueprint with stages for deposits, scope changes, and next actions—copy instantly for Notion or Google Sheets.

$29Notion + Google Sheets
Pipeline Blueprint

Real Estate Transaction Pipeline Blueprint

Track listings, showings, offers, inspections, and closings in one pipeline—copy instantly for Notion or Google Sheets.

$29Notion + Google Sheets
Pipeline Blueprint

Photographer Bookings Pipeline Blueprint

Track inquiries, bookings, shoots, edits, and delivery in one pipeline—with payment tracking built in. Copy for Notion or Google Sheets.

$29Notion + Google Sheets
Pipeline Blueprint

Consulting Proposals Pipeline Blueprint

Track consulting leads from discovery through proposal, negotiation, and signed engagement—with pricing and invoicing handoff built in.

$29Notion + Google Sheets
Pipeline Blueprint

Influencer Brand Deals Pipeline Blueprint

Track brand partnerships from inbound pitch to deliverable, posting, and payment—with rate cards and usage rights built in.

$29Notion + Google Sheets