Resources Template
TemplateLightweight CRM
Notion database with pipeline stages, follow-up reminders, and a weekly review view.
What it does
What you get.
A CRM for a business that does not have a sales team. Stages, a next action on every record, and a view that shows what has gone quiet.
It fits the founder who is also the one doing the follow-up.
What's inside
Everything in the file.
Nothing here is held back for a paid tier. The community adds the walkthrough, not extra parts.
- Pipeline stages with a single owner per record
- A next action and a date on every open deal
- A weekly review view: no next action, or the date has passed
- A closed view that keeps the reason
How to use it
In order.
Read all of them first. The order matters more than any single step.
- Duplicate the template into your workspace.
- Put your real open deals in before you tune the stages.
- Open the weekly review view on the same day each week.
- Record the reason when a deal closes either way.
Next
Build it with other founders.
The community opens soon. Weekly builds, the full library, and answers when this file does not match your business.