The Sales Project Plan That Keeps Every Deal on Track

Most B2B deals stall not because the prospect lost interest — but because no one owned the next step. This Google Sheet gives you and your buyer a shared, living plan so nothing falls through the cracks.

✓Align your team and your buyer on every milestone
✓Surface blockers before they kill the deal
✓Make your pipeline forecast actually trustworthy
✓Works for complex, multi-stakeholder B2B sales

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About the Author

Greg Russak

Greg has 40+ years of B2B sales and leadership experience, having built and scaled sales teams across industries. He created the Sales Project Plan to give B2B sellers a practical tool for managing complex deals — the same tool he's used with clients at Conscientious Capitalists to make pipelines more predictable and close rates more consistent.

What's Inside the Template

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Milestone Tracker

Map every step from first meeting to signed contract — with owners and due dates.

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Stakeholder Map

Track every decision-maker, influencer, and blocker on the buyer side.

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Next-Step Log

Never leave a meeting without a documented mutual next step and deadline.

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