This bundle brings together Emily Schaffer-Kling’s complete approach to building a sales pipeline that actually works: the tracking template that shows you exactly where your revenue stands, with conservative likelihood percentages and auto-calculating projections built in. Whether you’re managing sales, fundraising, or recruiting, this system helps you move from guessing to knowing.
From the Helia Library — based on the article Stop Hoping You’ll Hit Your Revenue Target, from our Coffee Chat with Emily Schaffer-Kling.
What’s Inside
One resource — and everything you need to get started is already inside it.
01 — Helia’s Pipeline Tracking Template
A ready-to-use spreadsheet with Emily’s pipeline stages, likelihood percentages, and auto-calculating revenue projections already built in. Use this as soon as you’re ready to stop tracking opportunities in emails and sticky notes and start seeing your pipeline clearly.
When Resources and Templates Aren’t Enough
A spreadsheet can show you where deals are — it can’t tell you why conversion is stalling at the proposal stage, help you re-prioritize when everything feels urgent, or hold you accountable to actually blocking time to fill the funnel. If you’ve got the template but you’re still scrambling, that’s usually where a thought partner makes a real difference.
If you want help with revenue
Emily Schaffer-Kling builds sales systems that combine real relationships with data discipline — so you can stop scrambling and start predicting.
She’s a good fit if:
- You’re responsible for revenue, but don’t have a clear pipeline process
- You want to get strategic about sales without losing the human element
- You’re building or rebuilding a sales function and need someone who’s done it before
