The Ultimate Pipeline Generation Plan Template to Double Your Sales Pipeline

Pipeline Generation Plans (PG Plans) are the foundation of effective territory management – when done right. But most reps either build them wrong or skip them entirely. After reviewing thousands of PG plans, I’ve developed a framework that consistently drives results.

Here’s the exact template and AI-powered process I use to create winning PG plans in minutes instead of hours.

The Anatomy of an Effective PG Plan

Your pipeline generation plan needs five core components to be effective:

1. Target Account Selection

• Enterprise: Focus on 1-2 key accounts

• Mid-market: Target 3-5 accounts

• SMB: Include 5-15 accounts

2. Strategic Contact Mapping

For each target account, identify 3-15 key prospects based on your market:

• Above-the-line contacts: Directors, VPs, C-Level executives

• Below-the-line contacts: Managers and individual contributors

Pro Tip: The number of prospects per account should scale inversely with deal size – more contacts for enterprise, fewer for SMB.

3. Pain Point Analysis

Document specific challenges your target accounts face today. This isn’t about your product features – it’s about their business problems you can solve.

4. Value Hypothesis Development

Create a clear statement of how your solution addresses their specific challenges. This becomes your north star for all account engagement.

5. Relevant Success Stories

Have customer stories ready that mirror your target account’s industry, size, or challenges. These become your social proof in conversations.

Setting Strategic Weekly Goals

Here’s where most reps get it wrong: They default to “set a meeting” as their only goal.

The best PG plans I see often keep the same account in focus for multiple weeks. Here’s what that progression might look like:

Week 1: “Identify current feature management solution through engineering team outreach”

Week 2: “Uncover engineering team KPIs through manager-level conversations”

Week 3: “Secure director+ meeting leveraging gathered intelligence”

Accelerating Your Planning with AI

I’ve developed a specialized AI prompt that transforms hours of research into minutes.

Here’s the exact prompt I use with ChatGPT (GPT-4):

“You are a senior enterprise-SaaS seller and market researcher. My company: [INSERT COMPANY NAME]

Target account: [INSERT ACCOUNT NAME]

TASKS

1. Top 3 Pains / Problems the account is likely feeling today that my solution can solve. • Use public signals (recent news, earnings calls, hiring trends, tech stack hints, etc.). • Phrase each pain in the customer’s language, include at least one metric or cost-of-inaction estimate.

2. Initial Value Hypothesis – a single sentence that links one pain to a quantified outcome my product delivers. • Format: “If [ACCOUNT NAME] used [YOUR COMPANY NAME], they could ↓/↑ by X % or $ within Y months.”

3. **Relevant Customer Story** – one real or anonymized logo similar in size / industry. • Give a short set-up (their before state), the action (how they used the product), and the *after* metric. • Keep it < 60 words; reference public numbers where possible.

4. **Target Prospects** – 10-15 people worth multi-threading. • potential buyers at the account that care about the problems we solve • Pull names + current titles from public sources (LinkedIn, press releases, org-chart articles). • Tag each with Buying Role (Economic / Technical / Champion / Influencer) and one line on why they matter. • If a name is unavailable, infer the *likely* title (e.g., “VP Engineering (name not public)”) and flag the assumption.

OUTPUT FORMAT Pains / Problems 1… 2… 3… Initial Value Hypothesis … Relevant Customer Story … RULES • If data is scarce, make best-fit inferences *and* flag any assumptions. • Ask clarifying questions only if absolutely needed; otherwise proceed. • Keep total length under 250 words.”

Here’s the output I get when I run this for LaunchDarkly and Clari:

Ready-to-Use Resources

1. Download the Weekly PG Plan Template

2. Copy the AI prompt above

3. Start with one key account this week

Take Action Now

Review your current territory plan. Are you focusing on company fit or AE/account fit?

Use this framework to rebuild your pipeline generation strategy around accounts where you’ll have natural advantages.