Sheet templates
Sales pipeline templates for Google Sheets and Excel
Three sheets with columns for Ask Nathan's answers, dropdowns for stage, a shade on overdue next steps and a dashboard. Free to download.
No CRM? Bring your pipeline sheet.
What the green columns become
A warm path next to every open deal.
| Deal ID | Account | Stage | Warm path via | Path Confidence | Path Why | Path next step | Intro status |
|---|---|---|---|---|---|---|---|
| S-001 | Northwind Traders | Meeting booked | Dana Lee (VP Sales) → Priya Shah (CRO) | 72 (high) | Example: Dana and Priya worked together at Contoso for three years. | Ask Dana for an intro to Priya | Not requested |
| S-002 | Fabrikam | Pilot live | no warm path yet |
Three formats
Founder-led pipeline
A founder or a first seller running the pipeline alone.
One Pipeline tab: your deals, your next steps, and the warm path in next to each deal.
Tabs: Pipeline, Dashboard, Read me, Lists
Team workbook
A small sales team that shares one workbook.
A Pipeline tab with deal owners, a People to reach tab and a Target accounts tab.
Tabs: Pipeline, People to reach, Target accounts, Dashboard, Read me, Lists
Fundraising and partners tracker
A founder raising a round or lining up partners.
One list of investors and partners: firm, fit, stage, last touch, next step and the warm path to each person.
Tabs: Investors & partners, Dashboard, Read me, Lists
Free and paid
Free gets you started. Paid keeps watching.
Free
$0
- Three templates
- Sync the tabs you choose
- Warm paths for up to 25 accounts, weekly
- Your Claude can fill the warm-path columns
Pro, Starter and Team
- Optimize my sheet: your Claude can reshape the sheet you already have
- Every account, refreshed daily
- 40 to 200 Path briefs a month
- ComingAlerts
- ComingPaid members get the Ask Nathan add-on for Google Sheets first.
Optimize my sheet
Already run your pipeline in a sheet?
Pro, Starter and TeamThe Optimize prompt asks your Claude to reshape your sheet into one of Ask Nathan's formats. If your Claude can edit Google Sheets (that depends on your Claude plan and the connections you've added), it makes the changes after you say yes; if not, it lists them for you. The prompt tells Claude to show the plan first and never delete or overwrite your columns or values.
01
Show the plan
Which of your columns match, which it would add and what it can't map.
02
Ask before editing
New columns go at the right end; a rename, a reorder or a new tab only with your yes.
03
Dropdowns and formatting
The format's dropdowns and formatting, and a frozen header row.
01Open it in Google Sheets
- Download the .xlsx.
- In Google Sheets, open a new spreadsheet and choose File → Import → Upload, then pick the file. Or upload it to Google Drive, open it with Google Sheets, and choose File → Save as Google Sheets.
- The dropdowns, the shading and the dashboard come with it. Delete the example rows: they use made-up companies on .example addresses.
02The green columns
Columns with a green header are for Ask Nathan's answers: who can get you in, Path Confidence, the Why, the next step and where the intro stands. If your Claude can edit Google Sheets (that depends on your Claude plan and the connections you've added), it can fill them after you say yes; if not, ask it for the table and paste it in.
03Deal IDs stay put
In the two pipeline formats, give each deal an ID when you add it (S-001, S-002, …), and never renumber or reuse one: Ask Nathan matches rows by it. Type it, don't use a formula: a formula renumbers rows when you sort or delete one. When a deal ends, set its Stage to Closed Lost (or Not now to park it) rather than deleting its row.