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Notion Sales Pipeline Template CRM Tracker Airtable Google Sheets Lead Scoring
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Notion Sales Pipeline Template CRM Tracker Airtable Google Sheets Lead Scoring
Price: US $59.00
C3 Sales Pipeline Pro - a lightweight Notion CRM pipeline

For B2B founders, 1-3 person sales teams and services businesses that have outgrown spreadsheets but don't want a heavy CRM.

⚡ Instant electronic delivery🧩 Notion + Airtable + Google Sheets📘 16-page PDF setup guide🎯 0-100 lead scoring model

C3 Sales Pipeline Pro is a Notion sales pipeline template delivered as a ZIP of 14 files: a Notion Markdown import for 6 linked databases (Deals, Companies, Contacts, Activities, Notes, Documents), an Airtable schema reference (JSON) and a Google Sheets version (CSV with sample rows). It is built for B2B founders who still run sales, 1-3 person sales teams and services businesses juggling 10-40 parallel deals. A 16-page PDF setup guide covers an 8-stage pipeline, a Fit x Intent x Engagement lead score and weighted forecasting.

What you can do🗂️6 Linked DatabasesDeals, Companies, Contacts, Activities, Notes and Documents as copy-paste property tables, with view definitions and a dashboard outline.🪜8-Stage PipelineEvery stage has exit criteria, plus a stale-deal view and required next steps that keep pipeline hygiene light.🎯Lead Scoring ModelA composite 0-100 Fit x Intent x Engagement score with routing rules to help you decide which deals deserve your next hour.📈Weighted ForecastingDefault stage probabilities as starting points to tune, stale-deal discipline and a simple check of the forecast against actual closes.How it works
  1. Read the setup guide Unzip the file, then open the README and the 16-page setup guide (PDF).
  2. Build the pipeline Paste the Notion Markdown import, convert the tables into databases and wire the relations - or build the base in Airtable or use the Google Sheets CSV.
  3. Score and forecast Enter your deals, apply the scoring model and review the weighted forecast as part of your weekly routine.
What's included
  • ✔️ 1 ZIP file containing 14 files
  • ✔️ Notion Markdown import (.md) - 6-database scaffold with view definitions
  • ✔️ Airtable schema reference (.json) - 6 tables incl. Fit, Intent, Engagement and Composite score fields
  • ✔️ Google Sheets version (.csv) - 4 stacked sections (Deals, Companies, Contacts, Activities) with sample rows
  • ✔️ 16-page setup guide (PDF) - pipeline, scoring, forecasting, win/loss analysis and migration paths
  • ✔️ Automation recipes (.md) - 7 recipes plus a nightly lead-scoring recipe
  • ✔️ 3 adaptation guides (.md) - agency, founder-led startup, solo consultant
  • ✔️ 4 schematic SVG illustrations (Kanban, deal record, mobile, stages)
  • ✔️ README (.txt) and changelog (.txt)
Why customers choose it⏳Time on the right dealsThe score and routing rules point you to the deals that deserve attention next.🧹Stalled deals surface earlyThe stale-deal view and required next steps make stuck deals visible before they go cold.🪶Light enough to keep updatedStructured enough to run a real pipeline, light enough for a founder or a small sales team.Buy with confidence
Instant electronic delivery • One-time purchase • Friendly support — just message us on .Quick answersWhat software do I need?
A free Notion account for the Notion version, or Airtable or Google Sheets for the other versions, plus a PDF reader for the setup guide and any text editor for the Markdown files.How is it delivered?
Delivered electronically right after purchase through messages - nothing is shipped. You receive one ZIP file containing 14 files.Is it a one-click Notion template?
No. You paste the Notion Markdown scaffold, convert the tables into databases and wire the relations, with each step in the guide - or rebuild the base in Airtable from the schema.Can I move over from another CRM?
Yes. The setup guide includes migration paths from three widely used CRM platforms, so you don't lose historical context. The automations are written recipes to build in n8n or a similar tool, not importable workflow files.Are the forecast probabilities exact?
No. The default stage probabilities are starting points to tune to your own closes. The template is for planning, not financial advice.More from our storeC4 Client Onboarding System takes over once a deal is won, and The Modern Lead Gen Playbook for 2026 helps fill the top of the pipeline.Instant electronic delivery - see which deals deserve your next hour.License & buyer notice
This is an electronically delivered product — nothing is shipped. The buyer is only receiving a revocable license with specific limitations: one user, for personal or internal business use; the files may not be resold, shared or redistributed. Electronically delivered goods do not qualify for the Money Back Guarantee. What you need: A free Notion account to import the template (or Airtable or Google Sheets for the other versions); the guides are PDFs. If anything is not right, message us on and we will fix it.

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