Build Your Sales Pipeline Dashboard with Claude
If you're running deals out of your head or a messy spreadsheet, you're losing revenue to silence — deals that stall because a follow-up slipped, and a forecast that's really just a gut feeling. This builds you a pipeline dashboard that shows what's actually going to close, weighted and honest, plus a Claude project that drafts follow-ups from your deal notes and flags anything that's gone quiet. Built for a founder, consultant, or small team who doesn't need — or want to pay for — Salesforce. WHAT'S INCLUDED • Live working session, screen-shared — we build it together. • Your pipeline dashboard: deals by stage, value, probability, close date, next action, and owner. • A weighted forecast and stage-conversion view — what's really going to close, not what you hope. • A Claude project that drafts follow-ups from your deal notes and flags deals that have gone quiet. • Your real pipeline, loaded live, so you leave running an actual review. • Optional weekly pipeline-review ritual and a simple win/loss log. • 48-hour post-build support window. BEST FIT IF • You're a founder, consultant, or solo seller running deals out of your head or a messy sheet. • You want a real forecast — weighted and honest — not a gut feeling. • You keep losing deals to silence because follow-up slips. • You don't need, or want to pay for, Salesforce. NOT A FIT IF • You have a sales team of ten-plus with complex territories and reporting — you've outgrown this; get a full CRM. • You want leads generated or calls made — I build the system, not your sales motion. • You need deep integrations with billing or ERP — this is a fast, owned, standalone dashboard. HOW IT WORKS 1. Pre-call brief (~24h before): your sales stages, deal sources, and what you need to see. 2. Live build (1–10h by tier): we build the pipeline, forecast, and Claude follow-up project together. 3. Your real pipeline, live: we load actual deals so you leave running a real review, not a demo. 4. You leave with the keys: the whole system is yours, plus the weekly review ritual. 5. 48-hour post-build support window — anything breaks, message me and we fix it. Tiers run from a 1-hour scoping consult to a full 10-hour build with the follow-up engine, win/loss log, and a follow-up session. Pick your tier below.
What's included
I run this as a live, screen-shared build — we build the real pipeline together, not from a template, and load your actual deals so you leave running a real review. You'll see how I set up the forecast and how Claude drafts a follow-up from your notes, so you can run and change it yourself. Everything stays in your own files. I commit to a real turnaround, and there's a 48-hour support window after we build.
- A pipeline dashboard — deals by stage, value, probability, close date, next action, and owner
- A weighted forecast and stage-conversion view of what's actually going to close
- A Claude project that drafts follow-ups from your deal notes and flags deals gone quiet
- Your real pipeline loaded live, plus a 48-hour post-build support window
Meet your expert
Ben L.
• Stanford GSB Alum, Class of 2021 -- see relevant background & experience below: • Coaching | Advised 400+ admits into Stanford GSB, HBS, Wharton, Kellogg, MIT Sloan, INSEAD, Haas, and more (see ~100 Leland reviews), while teaching multiple courses through Leland • What I'm Doing Now | Based in NYC, building a publication 'Staying Human', working on a stealth, marketplace startup, coaching and playing chess profssionally, and advising a slate of Seed to Series C startups through Elevate LLC • Public Policy | Prior to Stanford, worked on the Policy Team for the Chicago Mayor's Office under Mayor Rahm Emanuel, focusing on 5G infrastructure policy, criminal justice policy, and citywide corporate/economic development deals • McKinsey | Before policy, worked at McKinsey & Co , with casework focused on job training for the formerly incarcerated and workforce development for at-risk youth • PE / VC / Startup Advising | After Stanford, worked in Bain's Private Equity Group on various due diliegences, managed deals with several venture capital firms, and advised multiple startups on growth and go-to-market strategy • Professional Writing | Speechwriting in public policy & political environments, Lead Editor for Nondisclosure (Stanford GSB's magazine) and Managing Editor for the Stanford International Policy Review • Additional Writing | Crafting op-eds, ghostwriting for major publications, developing a fictional short story collection, policy deep dives, a book on chess applications to life, and application essays of all sorts • GMAT / Test-Taking | Scored in the highest percentile of GMAT test-takers, but more importantly I've honed my ability to help others extrapolate top test-testing strategies in the areas they're weakest • Additional Coaching Details | 5+ years experience working with >750 individuals on essay writing and resume professionalization for top consulting firms, MBA programs, execs, and the broader job market • Interview Training | I was interview-trained with McKinsey, helping me give high-quality mock interviews for MBBs and any MBA program; I've also held 10+ events through Leland on interview prep for McKinsey's PEI and GSB's interview process in particular