Sales Pipeline: Find people who need what you sell, and turn them into deals

Free to start · Invites go out in batches

Your own copy
Nothing runs until you turn it on

Outreach sequences of identical templates
The pipeline spreadsheet
Pipedrive or Close for a small team

See every deal, and what has to happen next

What's included

10 lists of records, 16 automations and 3 documents. Every automation works from the records you keep here, so a change made once is the one they all see.

Your records

Every list as your copy starts it: its fields, and sample records you can clear in one go.

10 lists · 129 fields · 105 records included

Offer1

Plays3

Conversations9

Messages4

Companies12

Contacts16

Deals23

Activities22

Outreach14

Pipeline settings1

Offer: the first 1 of its 1 record
Reply Inbox	Opt Out Line	New Per Day	Send From Hour	Send Until Hour
Your Cheqq address	If this isn't for you, just say so and I won't write again.	20	9	18

12 more fields

Name, Text
Product Name, Text
Product Description, Long text
Voice Samples, Long text
Ideal Customer, Long text
Proof Points, Long text
Own Profiles, Long text
Utc Offset Hours, Number
Booking Link, URL
Sender, Text
Next Inbox Check At, Date
Quiet Inbox Checks, Number

Plays: the first 3 of its 3 records
Name	Source	Platforms	Phrases	Signal
Sample: Founders asking about onboarding emails	People asking	XLinkedIn	anyone recommend onboarding emails who writes your onboarding emails trial users not activating	Empty
Sample: SaaS teams worried about trial churn	People asking	LinkedIn	our free trial conversion is terrible how do you get trial users to come back	Empty
Sample: SaaS companies hiring in growth	Company signals	Empty	Empty	Hiring for

13 more fields

Role, Text
Location, Text
Must Include, Long text
Daily Cap, Number
Active, Checkbox
Last Run At, Date
Last Tried At, Date
Problem, Text
Suggested Change, Long text
Last Tuned At, Date
Suggested, Rollup
Approved, Rollup
Skipped, Rollup

Conversations: the first 6 of its 9 records
Person	Stage	Channel	Warmth	Next Action At
Sample: Maya Chen	Talking	LinkedIn	Mutual connection	Tomorrow
Sample: Tom Okafor	Researched	X	Engaged with your posts	Empty
Sample: Ines Duarte	Researched	Email	Hasn't heard of you	Empty
Sample: Dev Raman	Opened	X	Hasn't heard of you	Tomorrow
Sample: Priya Natarajan	Suggested	X	Hasn't heard of you	Empty
Sample: Jonas Feld	Suggested	LinkedIn	Hasn't heard of you	Empty

6 of 9 records shown · 28 more fields

Profile Url, URL
Email, Email
Signal, Long text
Signal Url, URL
Source Post Url, URL
Reach, Select
Company, Text
Company Domain, Text
Contact Form Url, URL
Play, Relation
Skip Reason, Select
Hook, Long text
Fit, Select
Utc Offset Hours, Number
Suggested At, Date
Skipped At, Date
Research Wanted, Checkbox
Draft Wanted, Checkbox
Auto Send, Checkbox
Approved Count, Number
Follow Ups Sent, Number
Next Move, Text
Last Sent At, Date
Last Reply At, Date
Do Not Contact, Checkbox
Why, Text
Contact, Relation
Deal, Relation

Messages: the first 4 of its 4 records
Text	Person	Direction	Channel	Status
saw your post on the 9% open rate. is that the welcome email or the whole sequence?	Sample: Maya Chen	From you	LinkedIn	Sent
the whole sequence honestly. welcome is fine, days 2-5 just die	Sample: Maya Chen	From them	LinkedIn	Received
days 2-5 is where most die, people stop reading once they don't need anything yet. do those emails ask them to do one thing, or catch them up on features?	Sample: Maya Chen	From you	LinkedIn	To review
4% usually means the emails explain the product instead of getting people to one first win. are yours sent on a timer, or when someone does (or doesn't do) something?	Sample: Dev Raman	From you	X	Sent

14 more fields

Subject, Text
Kind, Select
Post Url, URL
Check, Select
Voice Check, Select
Conversation, Relation
To, Text
Move, Text
Stage After, Select
Utc Offset Hours, Number
In Reply To, Text
External Id, Text
Sent At, Date
Problem, Text

Companies: the first 6 of its 12 records
Name	Domain	Industry	Size	Notes
Northwind Trading	https://northwind.example	Logistics	51-500	Regional freight broker. Consolidating three legacy systems this year — budget already approved.
Lumen Health	https://lumenhealth.example	Healthcare	500+	Procurement is slow and security review is mandatory. Champion is strong but does not own budget.
Fathom Analytics	https://fathom.example	Software	2-50	Fast movers. Signed inside three weeks of first call.
Ridgeline Outdoors	https://ridgeline.example	Retail	51-500	Empty
Copperline Studio	https://copperline.example	Design	Solo	Referred by Fathom. Price-sensitive, wants annual billing.
Vantage Freight	https://vantagefreight.example	Logistics	500+	Enterprise motion — legal, security and a procurement portal. Long cycle, large contract.

6 of 12 records shown · 1 more field

Open Deal Value, Rollup

Contacts: the first 6 of its 16 records
Name	Email	Phone	Role	Company
Dana Okafor	dana@northwind.example	+1 415 555 0142	Head of Operations — signs off	Northwind Trading
Marcus Feld	marcus@northwind.example	Empty	Ops Manager — daily user	Northwind Trading
Priya Raman	priya@lumenhealth.example	+1 617 555 0119	Director of Clinical Ops — champion	Lumen Health
Elena Vasquez	elena@lumenhealth.example	Empty	Procurement — owns the contract	Lumen Health
Sam Idris	sam@fathom.example	Empty	Founder	Fathom Analytics
Nadia Brandt	nadia@ridgeline.example	+1 503 555 0177	VP Merchandising	Ridgeline Outdoors

6 of 16 records shown · 1 more field

Notes, Long text

Deals: the first 6 of its 23 records
Name	Stage	Amount	Expected Close	Company
Bloom & Birch — starter	Lead	$3,600.00	In 7 weeks	Bloom & Birch
Harborview Legal — matter tracking	Lead	$9,800.00	In 2 months	Harborview Legal
Tidepool Labs — sample tracking	Lead	$18,000.00	In 2 months	Tidepool Labs
Copperline Studio — solo plan	Lead	$1,440.00	In 4 weeks	Copperline Studio
Ridgeline Outdoors — merchandising ops	Qualified	$32,000.00	In 6 weeks	Ridgeline Outdoors
Kestrel Robotics — build vs buy	Qualified	$45,000.00	In 8 weeks	Kestrel Robotics

6 of 23 records shown · 7 more fields

Contact, Relation
Probability, Number
Weighted Value, Formula
Last Activity At, Date
Source, Select
Next Step, Text
Notes, Long text

Activities: the first 6 of its 22 records
Summary	Type	Deal	Contact	Occurred At
Revised proposal sent with phased timeline	Email	Northwind Trading — three-system consolidation	Dana Okafor	Yesterday, 11:10 AM
Seat tier discussion	Call	Northwind Trading — extra seats	Marcus Feld	Today, 9:15 AM
Asked for two months free on annual	Email	Ridgeline Outdoors — annual upgrade	Nadia Brandt	Yesterday, 2:45 PM
Annual pricing sent	Email	Copperline Studio — solo plan	Theo Lindqvist	Yesterday, 4:30 PM
Champion call — Elena not yet involved	Call	Lumen Health — clinical ops pilot	Priya Raman	2 days ago, 9:30 AM
Pilot success criteria review	Meeting	Kestrel Robotics — paid pilot	Hana Sato	2 days ago, 11:30 AM

6 of 22 records shown · 1 more field

Notes, Long text

Outreach: the first 6 of its 14 records
Subject	Reply Status	Contact	Deal	Outreach Date
Revised proposal — phased timeline	Replied	Dana Okafor	Northwind Trading — three-system consolidation	4 days ago, 9:20 AM
Seat tier pricing for the expansion	Awaiting reply	Marcus Feld	Northwind Trading — extra seats	3 days ago, 3:00 PM
Two months free on annual — where we landed	Replied	Nadia Brandt	Ridgeline Outdoors — annual upgrade	5 days ago, 10:30 AM
Annual pricing sheet	Awaiting reply	Theo Lindqvist	Copperline Studio — solo plan	6 days ago, 4:30 PM
Getting Elena into the next call	Replied	Priya Raman	Lumen Health — clinical ops pilot	7 days ago, 9:30 AM
Pilot success criteria — draft for review	Awaiting reply	Hana Sato	Kestrel Robotics — paid pilot	2 days ago, 11:30 AM

6 of 14 records shown · 6 more fields

Channel, Select
Replied At, Date
Reply Content, Long text
Next Follow Up, Date
Thread Message Id, Text
Notes, Long text

Pipeline settings: the first 1 of its 1 record
Check Replies
Yes

1 field

What runs on its own

Every automation that starts by itself installs switched off. The ones marked Asks you first wait for your yes before anything goes out, until you let them run on their own.

Chase deals that went quiet
Runs on its own
Every Monday at 9:00 AM
Every Monday, lists the open deals with nothing logged for two weeks, worth most first, with each one's next step. Says nothing when none have gone quiet.
On deal won
Runs on its own
When a record in Deals changes
When a deal moves to Won, logs the win as an activity, sets its probability to 100 and says so.
Qualify an inbound lead and chase the reply
Asks you first
When an email arrives
Scores an inbound enquiry, opens a deal for the good ones and drafts a reply, which goes once you approve it unless you turned checking off, then drafts one chase for anything still quiet two days later. A reply to one of those threads marks it replied.
Research a prospect
Runs on its own
At 15 minutes past the hour, every 2 hours, between 1:00 AM and 11:59 PM
Through the day, takes the next person you've added on X or LinkedIn, reads their profile and recent posts in your browser, finds what to open on, and judges the fit. Good fits get a first message drafted.
Research an email prospect
Runs on its own
Every 20 minutes
Takes the next person you've added to email, reads about them and their company on the web, finds what to open on, and judges the fit.
Draft the next message
Runs on its own
When a record in Conversations changes
When a conversation needs a message (a new prospect, their reply, a follow-up) drafts one in your voice for you to approve. If they ask not to be contacted, it marks them and never writes again.
Send approved messages
Runs on its own
At 45 minutes past the hour
Sends the X and LinkedIn messages and public replies you've approved from your logged-in browser, exactly as written: one an hour, in the other person's working hours, and no more new people a day than your Offer allows.
Send approved emails
Runs on its own
Every 15 minutes
Sends the emails you've approved from your own mail server, in the other person's working hours, with replies coming back here. First emails end with your opt-out line.
Read new messages
Runs on its own
At 1:55 AM, 3:55 AM, 5:55 AM, 7:55 AM, 11:55 AM, 1:55 PM, 3:55 PM, 5:55 PM, 7:55 PM, 9:55 PM and 11:55 PM
While people owe you a reply on X or LinkedIn, reads your messages in your browser for theirs, every two hours at first and less often while it's quiet. A reply gets the next message drafted.
Hear back by email
Runs on its own
When an email arrives
When someone answers one of your outreach emails, keeps their reply in the conversation and gets your next message drafted.
Follow up on silence
Runs on its own
Daily at 8:20 AM
Each morning, asks for one short follow-up where someone hasn't replied in 2 days, and quietly lets a conversation go after the follow-up gets no answer either. Costs nothing on a quiet day.
Hand over qualified prospects
Runs on its own
When a record in Conversations changes
When a conversation reaches Qualified, adds them to Contacts, opens a deal in your pipeline, and tells you.
Start a conversation
Runs on its own
When you open x.com or 2 more sites
From the Cheqq Companion on someone's post or profile on X or LinkedIn: adds them to Conversations with their post as the reason to write. Research and a first draft follow.
Find people for your plays
Runs on its own
At 20 minutes past the hour, between 7:00 AM and 9:59 AM
Each morning, runs your plays exactly as you confirmed them: People asking finds posts on X and LinkedIn asking for what you sell; Company signals finds companies hiring, launching, raising or rebranding, and the person to reach there. Up to 10 a play a day land in Suggested for you, each with why now and how to reach them. Nobody hears from you until you approve them. Free on a morning no play is due.
Set skipped suggestions aside
Runs on its own
When a record in Conversations changes
When you pick a skip reason for someone suggested, moves them to Skipped, out of your list. They're never suggested again.
Tune your plays
Runs on its own
Every Monday at 9:50 AM
Each Monday morning, for a play you skipped 10 or more people from since it was last tuned, suggests one change, like a phrase to add or a narrower location, with why. The suggestion waits on the play; nothing changes until you ask the assistant to apply it. Free on a week no play is due.

Documents to run it by

Guide
How Sales Pipeline works
Your pipeline, the people it finds and your conversations, what runs for you, what never happens, and your first week.
Document
Conversation playbook
The moves every message is drafted from, with examples.
Document
Outreach rules
What outreach always does, and never does.

Set up in 8 steps

Sales Pipeline runs your deals, and the conversations that start them on X, LinkedIn and email. Each morning it finds people asking for what you sell, and companies that just hired, launched or raised; the ones you approve are researched, written to in your voice one message at a time, and sent only once you approve. It arrives with sample data so you can see it working. These steps make it yours.

Learn how it works
How a conversation moves, what runs for you, what never happens, and a routine for your first week.
Describe your offer and your voice
What you sell, who it's for, the facts a message may use, and a few messages you've sent yourself.
Connect your browser
Install the Cheqq Companion, approve browser access, and log in to X and LinkedIn there. It searches, and sends, from your own account.
Find people to reach
People who already know you first, then two or three plays that find, every morning, people asking for what you sell or companies that just hired, launched or raised.
Approve your first suggestions
Set Stage to Found for the people worth writing to, or pick a skip reason. Approved people are researched and get a first message drafted.
Approve your first messages
Edit if you like, then set each to Approved. They go out in the other person's working hours.
Set your pace, and add email
How many new people a day, when messages go out, and your own mail server if you want to email too.
Turn it on
Switch on its automations. Nothing is sent until you approve it.

Before and after

Each morning Cheqq searches X and LinkedIn for people who asked in public for what you sell, and the web for companies that just hired, launched or raised, with the person in the role you want to reach there. It suggests them to you, and you add the people you already know. You approve each one, and nothing is sent until you do. Approve someone and Cheqq reads their profile and recent posts, drafts a first message about them in your voice, often a reply under their own post, and once you approve it, sends it from your own account. Their replies get the next message drafted, anyone interested becomes a deal on a weighted board, and every Monday the deals gone quiet come back to you.

Today

Finding people to sell to means scrolling X and LinkedIn hoping to spot someone who needs you, and the ones who asked last Tuesday are long answered by the time you do. The company that just hired the exact role you help gets found a month later, if at all. Outreach is a list of names in a spreadsheet and an afternoon you keep postponing. When it happens it's the same template pasted thirty times, and people can tell: a message that opens on your product, to someone who's never heard of you, gets ignored.

The few who reply are scattered across LinkedIn, X and your inbox. A promising answer waits three days because you missed it, a follow-up never goes out, and the pipeline is a column of stages with a total at the bottom that counts every deal as won.

With Sales Pipeline

You describe who you want to reach and the words they'd use asking for it, and confirm each phrase once. Every morning Cheqq searches X and LinkedIn from your own browser for people who asked in the last two days, and lists them in Suggested for you with their post and why they're there, a list short enough to read over coffee. Another play watches for companies hiring for a role you help with, launching, raising or rebranding in the last month, and finds the person in the role you named there, with why now and a link to where it says so. You approve each one, and nothing is sent until you do; skip the rest and they never come back, and every Monday a play you keep skipping from suggests one change for you to accept or drop. You also add the people you already know, with how well you know each other and why you're writing, and they come first. Through the day Cheqq reads each person's profile and recent posts, or their company's website for email, and judges whether they fit what you sell. From any post you're reading, the Cheqq Companion adds its author in one click.

For each good fit it drafts a first message about them, in the way you write, with one easy question and no pitch. Someone who asked in public gets it as a reply under their post; on LinkedIn, someone you aren't connected with waits until you connect yourself. Every draft waits in To review, with a note if it pitches too early, sounds too familiar for a stranger, or repeats another opener. Approve it and it goes from your own LinkedIn or X account, or your own mail server, in their working hours, one an hour, and no more new people a day than you set.

When they reply, the next message is drafted: an answer in their own words, and once they're interested, one specific next step with your booking link. Anyone who asks you to stop is never written to again, and anything waiting to go to them is dropped. Interested people become a contact and a deal on the board, where every deal carries a weighted value, and every Monday the deals untouched for two weeks come back ranked by what they're worth.

How it works

Wake up to people asking
Tell it who you want to reach and the words they'd use, or the kind of company news that means now is a good time. Each morning it finds the people who asked in public, and the right person at companies hiring, launching or raising, ready for you to approve or skip.
Approve each message
You approve each person, and nothing is sent until you approve the message too. It opens on them, with no pitch: a reply under their post, or a note on what their company just did. Replies get the next message drafted.
Interest becomes a deal
Interested people land on a weighted pipeline board, and every Monday the deals gone quiet come back ranked by what they're worth.

What it replaces

Outreach sequences of identical templates
One message at a time, written about the person and in your voice, that you approve before it goes.
The pipeline spreadsheet
Stages, amounts and close dates on a board, with a weighted total instead of a sum that counts every deal as won.
Pipedrive or Close for a small team
Finding people, the conversations, the deal and a weighted forecast in one place, next to the client, the invoice and the support in the same workspace, without another subscription.

Change it by asking

Once it's yours, describe a change the way you'd ask a colleague, and Cheqq makes it.

Add Maya Chen from LinkedIn, who asked about onboarding emails
Send at most 10 new messages a day on LinkedIn
Flag deals quiet for 10 days instead of 14
Who replied this week, and what did they ask?
What's closing this month, weighted by probability?

Questions about Sales Pipeline

Will it message people without asking me?

No. Every message waits for you to approve it. Once you've approved three in a conversation you can let its replies go on their own, but a first message, a reply carrying a link other than your booking link, and anything the check flags still wait for you.

Does it pitch my product to strangers?

Not in a first message. It opens on them and asks one easy question, and your product comes up only once they've replied and it answers something they said. Friends and people who already know you are the exception.

Which channels does it use?

X and LinkedIn messages, sent from your own logged-in browser through the Cheqq Companion, and email from your own mail server and domain. On LinkedIn it can message your connections; connect with anyone else yourself first. It never follows, connects or reacts for you.

Where does it find people?

In public. People asking are found in posts on X and LinkedIn from the last two days, searched with the phrases you confirmed. Companies are found on the web from news they published in the last month, and the person in your role on their own site, LinkedIn or X. It doesn't search a contact database or buy contact details, and it only uses an email address a company publishes on its own site.

What about enquiries that email me first?

A good one becomes a deal with a reply drafted in the same thread, and if they've gone quiet two days later, one chase is drafted too. Both wait for your approval unless you untick Check replies in Pipeline settings, and go only to an address Cheqq can confirm the enquiry came from. An email that only claims to come from someone gets no reply: you're told to answer it yourself.

What happens when someone says no?

They're marked do not contact, along with any other conversation you have with them under the same name, email or profile, anything still waiting to go to them is dropped, and nothing is sent to them again.

How is the forecast worked out?

Each deal's amount is multiplied by its probability to give a weighted value, and the pipeline adds those up. Probabilities start at 20 and are set by you or by Cheqq from the stage and what was said, with the reasoning in one line.

Can I move my deals and contacts over from a spreadsheet?

Yes. Import a CSV into Deals, Companies, Contacts or Conversations, and download any of them as CSV or JSON whenever you need a copy.

What does it cost to run?

18 of its 312 automation steps use AI, and draw AI credits each time they run: how many depends on the model you pick for the step. The other steps are fixed and draw none.

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Start with Sales Pipeline

You get your own copy: your own records and automations. Change any part of it. Or we'll set it up with you.

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