AbstractPrisma
Abstract Learning Playbooks

CRM for small businesses

Turn scattered contacts into pipeline and commercial routine.

Direct answer

Use this playbook to move away from spreadsheets, scattered messages and manual follow-ups into a simple sales routine inside Business Studio.

Business
Open first guideView all playbooks
Small Business CRM OSRotina semanal

CRM de rotina

rotina ativa

Contatos

Pipeline

Propostas

1

Novo lead

origem e dono

2

Negociacao

valor e etapa

3

Proposta

documento enviado

Small Business CRM OSRotina semanal

CRM de rotina

contatos, deals, proposta e acompanhamento semanal

rotina ativa

Contatos

base importada

Pipeline

etapas comerciais

Propostas

follow-up

Pipeline semanal

contatos viram deals, proposta e previsao

Maria Souza

Plano Pro - proposta

R$ 8k

Clínica Norte

visita marcada

Hoje

Loja Verão

aguardando contrato

72%
1

Novo lead

origem e dono

2

Negociacao

valor e etapa

3

Proposta

documento enviado

4

Previsao

receita por semana

view: Pipeline semanal

automation: follow-up sem resposta

report: previsao de receita

Deals

24

Forecast

R$42k

Atrasos

2

The video presents a short flow to import contacts, define stages, prioritize opportunities and automate reminders.

Playbook outcome

A simple operation with organized leads, clear stages, predictable follow-up and weekly performance reading.

Execution route

1

Organize contacts

2

Define stages

3

Automate reminders

4

Create proposals

5

Measure results

Application checklist

  • Group contacts by source, priority and intent
  • Create simple stages for new lead, conversation, proposal and won
  • Define owners and next action for each opportunity
  • Activate follow-up reminders for stalled deals

Metrics to track

  • Number of leads without a next action
  • Average time in each pipeline stage
  • Conversion rate from conversation to proposal
  • Forecasted revenue by sales stage
  • Stalled opportunities by owner

Guides in this playbook

1

Organize leads

2

Create pipeline

3

Automate follow-up

4

Create proposal

5

Measure operation

Does this playbook work for small teams?

Yes. It was designed for lean operations that need clarity before advanced automations.

Can I adapt the pipeline stages?

Yes. Use the sequence as a base and adjust stage names to the company’s real sales cycle.