# Sales Pipeline Blueprint

Map pipeline stages, exit criteria, next actions, ownership, and measurable conversion before changing CRM software.

## Best for
- Sales leaders
- Founders
- RevOps teams

## Stage design
- [ ] Stage name
- [ ] Entry condition
- [ ] Exit condition
- [ ] Required evidence

## Ownership
- [ ] Primary owner
- [ ] Backup owner
- [ ] SLA for next action

## Risk signals
- [ ] Stalled days
- [ ] Missing next step
- [ ] No customer engagement
- [ ] Close-date drift

## Metrics
- [ ] Stage conversion
- [ ] Velocity
- [ ] Win rate
- [ ] Forecast variance

## Related UbiGrowth resources
- https://www.ubigrowth.ai/resources/ai-crm
- https://www.ubigrowth.ai/resources/ai-dashboards

Use this template as a planning aid. Adapt approvals, controls, and review requirements to the consequences of the workflow.