Pipeline Review Cadence.

Run a regular, decision-focused, deal-by-deal review that advances deals and clears stalls, so managing the pipeline is a habit rather than a panic when revenue dips.

Frequency (weekly, or to fit your deal volume)

Who is in the room

The walk

Move through the open pipeline with a consistent purpose: confirm every deal is in the right stage by its criteria; confirm every deal has a defined next step and date; work the at risk flags; advance what can advance; and write off what is genuinely dead, so the pipeline stays honest.

The standard questions (ask the same ones every time)

Which deals advanced since last review?

Which deals are flagged at risk, and what is the intervention?

Which deals need a decision or a push?

What is dead and should be cleared?

End decision-oriented

Every flagged or stuck deal leaves the review with an owner and an action. Capture it. The point of the review is movement, not a status meeting.

Review date

Deals advanced

Deals flagged and actioned

Deals cleared

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Reviews deals in the Sales Pipeline Tracker, working the Deal Health and Stall Flags; reinforces the Rollout Checklist. Back to the guide.