The weekly pipeline review that keeps deals from slipping through
Most pipeline meetings report activity. The one that protects revenue reports exceptions — what is blocked, who owes what, and which decision needs you this week.
Pipeline reviews usually answer the wrong question. They tally how many calls happened, how many emails were sent, and how many contacts were touched. The question that protects revenue is smaller: what is blocked, who owes what, and which decision needs a human before Friday?
One page, four quadrants
- Moved this week: what advanced, with the next dated action for each. No item without a date.
- Stalled: items past their expected next step, with owner and reason — waiting on client, waiting on paperwork, waiting on you.
- Risks: any listing, offer, or closing that could mislead or misstate if left unchecked — flagged for approval.
- Next moves: the three decisions you must make this week, with the draft or document attached for approval.
Who brings what
The team brings the data — inbox, CRM, and calendar reconciled into one exception report. You bring judgment on the three decisions. Everyone else brings commitments they will actually keep, entered where they live, not in a slide that will be stale by Wednesday.