The 7-Point Checklist for
Airtight Pipeline Reviews

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The antidote to committed deals slipping, anecdotal evidence, and shot-in-the-dark forecasting? Better pipeline reviews. Follow these 7 steps to count pipeline that doesn’t just feel real (goodbye, happy ears) and push out what doesn’t (farewell, committed deals with no next steps). Learn how sales managers run airtight pipeline reviews without adding more time on the calendar.

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WHAT YOU'LL LEARN

SKIP THE ANECDOTES

Fast-forward to what really counts in deals, and save time to strategize with your reps on next best steps on their accounts.

RUN WILDLY PRODUCTIVE PIPELINE REVIEWS

It’s the only alternative to being in every deal. This 7-point checklist is your shortcut to making the most of your pipeline reviews.

YOUR #1 FORECASTING TOOL

This is how effective pipeline reviews can help you move past shot-in-the-dark forecasting and what’s in your current pipeline.

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HOW TO USE THE CHECKLIST

  • COUNT PIPELINE THAT FEELS REAL
    And trim happy ears. This 7-point checklist is like a truth serum for your pipeline: now there’s a reason it’s in commit.
  • THE MOST IMPORTANT MEETING OF THE WEEK
    At-risk deals, forecast, rep activity: turn pipeline reviews into the meeting that gives you confidence in all your other meetings.
  • ELEVATE ACCOUNT STRATEGY
    Get reps thinking strategically about their path to close for each account (it’s what they expect from you).
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PIPELINE REVIEWS THAT HIT DIFFERENT

They don’t teach it in school (but they should).