Pipeline review in 45 minutes

A weekly meeting on stuck deals that ends with a decision and an owner for each.

Pipeline reviews turn into reading numbers aloud, without decisions

Use it when: Deals stay stuck and the weekly meeting is long.

Your weekly pipeline meeting has become a reading of numbers aloud. It runs long, people walk out without a task, and the same deals stay stuck.

The review takes 45 minutes and covers up to four chosen deals. Each one leaves the room with a decision, an owner and a due date. A team of one seller, or no CRM at all, is fine too: the guide has a section for each case.

Its subject is decisions on deals. When people count the numbers differently, start with Seven weekly numbers instead. When the CRM records themselves cannot be trusted, CRM and forecast fits better.

Give the first chapter 15 minutes, ideally on Monday. Then test your stages. Ask two people to place the same deal in a stage and see whether their answers match.

On meeting day, sellers bring their deals an hour before the start, and you pick up to four with the selection rule from the guide.

The review sheet runs the meeting, with the minutes printed at the bottom: past decisions, the funnel snapshot, the deal review, what repeats across deals, and the decisions read aloud at the end.

Afterwards, copy every decision into the Deal action log. Next week's meeting opens with it: done, not done, or moved.

Questions