Focus. Track. Win.

Pursuit™ gives founders, consultants, service providers, and small sales teams one clear place to capture prospects, manage relationships, move opportunities forward, record sales activity, and keep revenue visible.

Built in Notion, Pursuit™ replaces disconnected contact lists, forgotten follow-ups, scattered sales notes, and opportunities managed from memory with a focused system you can return to every day.

Track the prospect. Move the deal. Watch the revenue.

Instant digital access. Duplicate Pursuit™ into your Notion workspace and begin organizing your sales pipeline immediately.

Your Business Does Not Need More Leads Falling Through the Cracks

You meet someone who may need your service.

They ask for more information. You make a note somewhere. Perhaps you send an email, exchange a few messages, promise to follow up, or begin preparing a proposal.

Then business gets busy.

The conversation becomes buried beneath other emails. The follow-up date passes. The proposal remains unanswered. The name is remembered, but the details are not. A promising opportunity quietly becomes a cold lead—not because the person said no, but because there was no clear system keeping the conversation moving.

That is the problem Pursuit™ was designed to solve.

Pursuit™ gives every prospect, contact, company, deal, action, and revenue item a proper place to live—so your next step does not have to depend on memory.

Your Daily Command Center for Prospects, Deals, and Revenue

Pursuit™ is a lightweight sales CRM and pipeline system built for people who need structure without the expense, complexity, and administrative burden of a large sales platform.

Open the home dashboard and immediately see what is happening across your pipeline:

• How many prospects are currently in Lead Flow
• How many opportunities are moving through Deal Pipeline
• What revenue has been won
• What revenue is projected
• Which recurring payments should remain visible
• What sales activity requires attention next

The dashboard gives you a useful snapshot without forcing you to search through several disconnected pages.

You do not have to begin every morning wondering where to start.

Pursuit™ shows you.

See the state of your sales activity from one clear home page. Pursuit™ brings Lead Flow, Deal Pipeline, and Revenue Watch forward so you can quickly understand what is moving, what requires attention, and what may be at risk of going cold.

One Pipeline. Six Connected Databases.

Pursuit™ is built around six focused databases that work together to give you a fuller view of the sales process:

1. Lead Flow
2. Relationship Hub
3. Company Accounts
4. Deal Pipeline
5. Sales Actions
6. Revenue Watch

Instead of forcing every detail into one overwhelming table, Pursuit™ organizes sales information according to what you are trying to accomplish.

The workflow is simple:

Track

Capture prospects, preserve relationship details, and maintain useful company context.

Move

Advance qualified opportunities and record the calls, emails, meetings, proposals, and follow-ups that create momentum.

Watch

Keep won, projected, and recurring revenue visible so your pipeline is connected to actual financial outcomes.

This structure allows you to see the big picture without losing the details behind each opportunity.

Track Prospects Before They Disappear

Lead Flow

Every sale begins somewhere.

A referral. A website enquiry. A conversation at an event. A social-media message. A previous client returning with a new request. Someone who says, “Send me some information.”

Lead Flow gives you one place to record that opportunity before it becomes buried beneath everything else.

For each prospect, you can capture information such as:

• Lead name
• Current status
• Lead source
• Follow-up date
• Owner
• Notes
• Associated company

Use clear statuses such as New, Contacted, Qualified, or Not Fit to understand where each prospect currently stands.

Most importantly, assign a follow-up date.

A name on a list does not create a sale. A clearly scheduled next action gives the opportunity somewhere to go.

Capture new prospects, record where they came from, assign their status, and set the next follow-up date before a promising conversation goes cold.

Remember the Relationship—not Just the Transaction

Sales rarely happen through names and numbers alone.

People remember how well you understood their needs, whether you followed through, and whether they had to repeat the same information every time they spoke with you.

Pursuit™ helps you preserve that context.

Relationship Hub

Relationship Hub stores contact-level information and history so you can understand the person behind the opportunity.

Record:

• Contact name
• Email address
• Telephone number
• Relationship status
• Important notes
• Associated company
• Related sales actions

Before sending another email or beginning a call, you can review the history and return to the conversation with context.

That small difference can make your sales process feel more thoughtful, consistent, and professional.

Company Accounts

For B2B, consulting, agency, corporate, and higher-value sales, the individual contact is only one part of the picture.

Company Accounts gives you a separate place to track account-level information, including:

• Company name
• Account status
• Industry
• Website
• Account notes
• Related contacts
• Associated deals
• Connected leads

You can see who is involved, what matters to the account, what has already been discussed, and which opportunities are currently connected to the company.

Keep the people, companies, conversations, and opportunities behind every sale connected—so you always return to each relationship with the full context.

Move Qualified Opportunities with Intention

Deal Pipeline

Once a lead becomes a real opportunity, it needs more than a name and telephone number.

It needs a stage.

It needs a value.

It needs a next step.

It needs another follow-up date.

Deal Pipeline gives each active opportunity a visible position inside your sales process.

Track information such as:

• Opportunity name
• Current status
• Deal stage
• Estimated value
• Next step
• Next follow-up date
• Associated company
• Related revenue
• Connected sales actions

Your stages can reflect the way your business actually sells—for example:

Discovery → Proposal → Negotiation → Closed

The purpose is not to create unnecessary administration.

The purpose is to make the next move unmistakably clear.

Instead of repeatedly asking, “Where did we leave off with this client?” you can open the opportunity and see exactly what has happened, what is expected next, and when you need to act.

Record the Work That Moves the Deal

Sales Actions

Deals do not advance because they exist in a pipeline.

They advance because someone takes action.

An email is sent. A call is made. A discovery meeting happens. A proposal is delivered. A concern is addressed. A decision-maker is contacted. A follow-up is completed.

Sales Actions gives you one place to record those moments as they happen.

Log:

• Calls
• Emails
• Meetings
• Demonstrations
• Proposal follow-ups
• Referral introductions
• Check-ins
• Other sales activity

Each action can include its type, outcome, date, contact, notes, associated deal, and related person.

This creates a practical record of what has already happened while helping you identify where another action is still required.

You can distinguish between activity that was completed, booked, unanswered, or still requires follow-up.

That makes momentum visible.

Know What Is Won—and What Is Still Coming

Revenue Watch

A busy pipeline can feel encouraging, but activity and revenue are not the same thing.

Revenue Watch connects your sales process to the money behind it.

Track revenue as:

• Won
• Projected
• Recurring

Record the amount, expected month, associated deal, and useful notes.

This makes it easier to distinguish between money already secured, money expected from active opportunities, and revenue that should continue on a recurring basis.

You are no longer looking only at how many deals are open.

You are beginning to see what those deals may mean financially.

Move opportunities through clear stages, record the calls and follow-ups creating momentum, and track won, projected, and recurring revenue in one connected system.

Stop Rebuilding the Story Every Time You Follow Up

Without a central sales system, information becomes fragmented.

The contact is in one place.

The company details are somewhere else.

The proposal value is in an email.

The follow-up reminder is in a calendar.

The call notes are written in a notebook.

The expected payment exists only in someone’s memory.

Pursuit™ brings those pieces together.

A lead can connect to a company.

A contact can connect to its account.

A deal can connect to its sales actions.

Revenue can connect to the opportunity that produced it.

The result is more than a contact list.

It is a working record of how opportunities enter your business, how relationships develop, how deals progress, and how revenue is created.

Designed to Become a Daily Sales Habit

Pursuit™ works best when it becomes part of your normal routine—not something you open once a month when the pipeline already feels confusing.

Use it throughout the day:

• Add a new prospect when an enquiry arrives
• Update the lead after the first conversation
• Move a qualified opportunity into Deal Pipeline
• Log a call or email after it happens
• Schedule the next follow-up
• Update the deal stage
• Record won or projected revenue
• Review what requires attention before the day ends

This can take only a few minutes.

The purpose is not to spend the day managing the system.

The purpose is to keep the system current enough to help you manage the sale.

A Clear System from the Beginning

Pursuit™ includes sample information so you can see how the databases work together before entering your own records.

Review the example leads, contacts, accounts, deals, actions, and revenue entries. Once you understand the workflow, delete the sample information and begin replacing it with your real pipeline.

The system is structured, but it is not rigid.

You can adjust statuses, sales stages, activity types, views, labels, and fields to match the terminology already used by your business.

Guidance Is Built In

Pursuit™ includes a dedicated guide that explains how to begin and how each database should be used.

The guide walks you through the basic workflow:

1. Add your first prospect to Lead Flow.
2. Move qualified opportunities into Deal Pipeline.
3. Record calls, emails, and meetings in Sales Actions.
4. Maintain contact and company information.
5. Record won, projected, and recurring revenue in Revenue Watch.

It also provides a reference for the fields within each database so you do not have to guess what belongs where.

Who Pursuit™ Is For

Freelancers and Solo Business Owners

Manage your own sales process without attempting to remember every enquiry, conversation, proposal, and promised follow-up.

Consultants and Service Providers

Track potential clients from the first conversation through discovery, proposal, decision, delivery, and payment.

Agencies and Creative Businesses

Keep contacts, company accounts, retainers, website projects, campaigns, proposals, and follow-up activity visible.

Coaches and Professional-Service Providers

Organize consultations, enquiries, programme sales, prospective clients, follow-ups, and recurring revenue.

B2B Sales Professionals

Maintain company-level context while connecting decision-makers, active opportunities, actions, and revenue.

Small Sales Teams

Create a shared system for leads, ownership, activity, deal stages, and expected revenue without introducing an unnecessarily complicated platform.

Founders Building a Repeatable Sales Process

Introduce structure before the number of prospects and conversations becomes difficult to manage.

Pursuit™ Can Be Adapted to Different Sales Processes

Use Pursuit™ to manage:

• Consulting enquiries
• Agency proposals
• Retainer opportunities
• Corporate-service contracts
• Coaching and programme sales
• Creative projects
• Website and branding enquiries
• Professional-service leads
• Referral opportunities
• B2B accounts
• Recurring client work
• Product demonstrations
• Partnership conversations
• High-value service packages
• General small-business sales activity

Keep the included structure or customize the fields and stages to match your existing process.

What Is Included

Your purchase includes the complete Pursuit™ Notion template with:

• Pursuit™ Home Dashboard
• Pipeline command centre
• Lead Flow database
• Relationship Hub database
• Company Accounts database
• Deal Pipeline database
• Sales Actions database
• Revenue Watch database
• Dashboard summaries
• Connected database relationships
• Sample lead, contact, account, deal, activity, and revenue entries
• Pursuit™ Guide
• Database field references
• Setup instructions
• Customizable statuses and stages
• Immediate digital access through the purchase document

What You Need

Pursuit™ is built for use in Notion.

You will need a Notion account to duplicate and use the template. A free account may be sufficient for an individual user or a smaller operation, depending on the collaboration features you require.

This is a digital product.

No physical item will be shipped.

Your Next Sale Should Not Depend on What You Happen to Remember

The prospect may already be interested.

The proposal may already be strong.

The opportunity may already exist.

But opportunities still need movement.

They need a next action, a follow-up date, a clear stage, and a place where the complete relationship can be understood.

Pursuit™ gives your sales process that place.

Capture the lead before it disappears.

Preserve the relationship before the details are forgotten.

Move the deal before the opportunity becomes cold.

Record the revenue so you understand what your pipeline is actually producing.

Focus. Track. Win.

Instant digital product. Duplicate Pursuit™ into your Notion workspace and begin organizing your pipeline today.

Frequently Asked Questions

Is Pursuit™ a complete enterprise CRM?

Pursuit™ is intentionally designed as a lightweight sales CRM for founders, freelancers, consultants, service providers, and small teams. It provides the essential structure needed to manage prospects, relationships, deals, activity, and revenue without the complexity of a large enterprise sales platform.

Can I customize the sales stages?

Yes. You can rename the stages, statuses, activity types, categories, and views to match your business and the way you already sell.

Can I use Pursuit™ by myself?

Yes. Pursuit™ can be used by an individual founder, freelancer, consultant, salesperson, or service provider. It can also be shared with a small team.

Can I delete the sample information?

Yes. The sample records are included to demonstrate how the databases connect. Once you understand the workflow, you can delete the examples and replace them with your own information.

Does Pursuit™ track contacts and companies separately?

Yes. Relationship Hub is designed for individual contacts, while Company Accounts holds account-level business information. The two can be connected where appropriate.

Can I record calls and emails?

Yes. Sales Actions allows you to log calls, emails, meetings, demonstrations, follow-ups, and other activity connected to a contact or deal.

Can I track recurring revenue?

Yes. Revenue Watch includes categories for won, projected, and recurring revenue.

Do I need a paid Notion account?

A free Notion account may be sufficient for an individual or smaller operation. Your requirements may differ if you need additional team collaboration or advanced Notion features.

Is Pursuit™ a subscription?

No. Pursuit™ is sold as a digital-template purchase unless your final product terms state otherwise.

Will I receive a physical product?

No. Pursuit™ is a digital Notion template. After purchasing, you will receive instructions and a link allowing you to duplicate the system into your Notion workspace.

Pursuit™ is an independently designed Notion template created by Consist Systems Group. Notion is a trademark of Notion Labs, Inc. Pursuit™ is not affiliated with, endorsed by, or sponsored by Notion Labs, Inc.

Results depend on the quality of the information entered, the consistency of follow-up, the user’s sales process, and the implementation practices of the individual or organization.