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Financial Lab: BETA

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Small Business Sales & CRM OS

$79
$79

The complete sales command center — leads to repeat business.

Capture leads. Follow up. Close more deals. Never lose track of a sales opportunity. A complete sales command center connecting Marketing Attention → Leads → Qualified Opportunities → Conversations → Proposals → Customers → Repeat Business → Referrals.

Sales & CRM OS is a 23-tab connected workbook plus a full written guide covering CRM Foundation, Lead Database, Qualification, Sales Pipeline, Discovery Questions, Proposals, Deal Tracking, Forecasting, Sales Metrics, Lost Deal Analysis, Retention, Referrals, Sales SOPs, Sales Scripts, and a 30/60/90-Day Plan — plus a 50+ prompt AI Prompt Library.

What's included:

  • Sales & CRM OS Dashboard (Excel & Google Sheets, 23 connected tabs)

  • Full written guide (27 parts, browser-based, works offline)

  • README & Getting Started guide

Built for freelancers, coaches, consultants, and small business owners who want one connected system for sales — not a CRM subscription or a folder of disconnected trackers. Instant digital download.

Financial Lab: BETA

Small Business Sales & CRM OS

$79
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