Built a dead-simple pipeline tracker after losing a deal because I forgot to follow up
A few months ago I lost a deal I should have closed.
Not because of price. Not because of a competitor. Because I forgot to follow up for three weeks.
The prospect had moved on by the time I remembered.
I was managing my pipeline in Notion. Color-coded, custom formulas, looked great. But it never reminded me of anything. I had to remember to check it — and I didn't.
So I built CloserKit.
It's a dead-simple pipeline tracker built specifically for independent reps managing their own book of business — insurance agents, 1099 commission reps, freelance consultants, real estate agents.
What it does:
- Kanban board — see every deal at a glance
- Follow-up reminders — you set a date, you get an email at 9am that morning
- Weighted pipeline value — know what's actually likely to close
- Won/Lost tracking with reason logging
- Works on mobile
No team features. No onboarding call. No HubSpot complexity.
Free plan (10 deals) + Pro at $9/month.
👉 closerkit.app
One ask:
If you know any independent reps, insurance agents, or freelance sales consultants who are still managing their pipeline in a spreadsheet — I'd love an intro or a share.
That's my exact user, and a warm referral is worth everything at this stage.
Happy to return the favor any way I can. 🙏
The "I had to remember to check it, and I didn't" line probably resonates with a lot of solo founders. What's been the most surprising feedback from users so far?
The "it never reminded me of anything" line is the whole thing. I run service businesses and watched the same leak — a pretty pipeline you have to remember to check is just a spreadsheet with extra steps. The deals don't die from bad tracking, they die from silence between touches. Building the reminder in at the deal level (not the dashboard level) is the right call. Pulling won/lost reason logging in early is smart too — that's the data most reps never capture, and it's where the real pattern lives. Nice build.
Yeah, that's exactly it — silence between touches, not bad tracking. That's why I built reminders at the deal level instead of a dashboard you have to remember to check. Curious how you're handling it in your service business right now — spreadsheet + manual checks, or something else?
The interesting part is that most founders don't lose deals because they forgot the prospect existed.
They lose deals because the follow-up that mattered got buried under everything else that felt urgent that week.
I've noticed that as businesses grow, memory stops being a reliable system. What worked when there were 10 active conversations starts breaking when there are 100.
Curious, was this a one-off deal that slipped or did you start noticing a pattern across multiple opportunities?
Good question. It started as what felt like a one-off — forgot to follow up with a lead for two weeks. But once I started paying attention, I noticed it was a pattern, not an accident. The deals I lost weren't lost on sales skill, they were lost on silence. That's what pushed me to actually build something instead of just feeling bad about it.
The interesting part here isn't the follow-up reminder itself.
It's what you assume the “system” should optimize for once a deal is already in motion — visibility, timing, or ownership of attention.
Those can lead to very different product directions even with the same feature set.
That's a sharp distinction. For me it leans toward ownership of attention — once a deal is in motion, the system's job isn't just "show me everything," it's "tell me what needs me right now." Visibility without that just becomes another dashboard you forget to check.
That's the part I'd be careful with.
Some decisions feel like feature decisions at first, then end up quietly defining the product.
Hard to do justice to that in a comment thread.
If you're interested, drop your email and I'll send over the fuller thought.
Appreciate it, but happy to keep it in the thread if you don't mind — other founders reading this might find it useful too.
That's fair.
The reason I stopped short is that I don't think the interesting part is whether ownership of attention is right or wrong.
I think it's the decision that follows from it.
That's the part I'd be careful with.