Lesson 1 of 6

Kit Overview & Pipeline Integration

Module Progress0/6

Connect your proposal pipeline to the kit. Understand how it monitors deal progression, detects stalled proposals, and triggers timed follow-up sequences through Gmail.

What You'll Do in This Lesson

Review the kit architecture: CRM pipeline → proposal status tracking → Gmail follow-ups

Verify your CRM pipeline stages map correctly to the kit's proposal status fields

Confirm Gmail and Calendar integrations are connected and authorized

Identify your current proposal-to-close timeline: how long do deals typically take?

Map your 'ideal' follow-up cadence: when should each touch happen after proposal sent?

Complete the pipeline integration checklist

Create a free account to track completed lessons and unlock all content.

Ready to install this kit?

This kit saves 3–5 hrs/week — and that's just the start.

Book a free 30-minute workflow audit and we'll map the best kits for your business.

30-minute call · No obligation

Tools You'll Use

CRMKit DashboardGmailCalendar

Tips for This Lesson

→Take your time — follow each step carefully
→Save your configuration as you go
→Test with real data when possible

View full kit overview →