Sales pipeline review

Discuss sales opportunities, any obstacles, and the next step to move the deal forward
What's in this template?

Aside from your sales team meeting, you may want to have a separate pipeline review meeting to review the details of each deal with your sales representatives. This will help you identify patterns in deals that are closing (or not), help work through any obstacles, or uncertainties, and identify ways you can both do to move the deal forward.

Everyone is under pressure to meet deadlines and hit quotas, so make sure your meetings are focused and concise to maximize your time together. Get into the habit of sharing the agenda and status reports before the meeting in order to keep you moving toward your sales goals, ensure you have more thoughtful conversations, and show your team members you value their time. 

1
Prioritize

Review all deals and decide the high highest priority deals to discuss

2
Deal #1

Quick update, qualification scale, potential obstacles, and next steps

3
Deal #2

Quick update, qualification scale, potential obstacles, and next steps

4
Deal #3

Quick update, qualification scale, potential obstacles, and next steps

5
Common objections

Which objections have surfaced most often and how can we mitigate them

6
Reflect

What’s working for closing deals and what’s not

More templates