Free checklist · 1 page · PDF

Steps to Efficiently Managing Your Sales Pipeline

A well-run pipeline has defined stages, qualified leads, current data and a regular review that catches stalled deals. This one-page checklist covers ten steps, each with a box to mark it completed or needing attention. It is for sales leaders and owners who want a quick audit of how their pipeline is managed.

What's inside

• Defining sales stages and milestones, and setting realistic targets
• Qualifying leads by key indicators
• Tracking conversion rates, deal size and sales cycle length
• Keeping data organized, follow-ups consistent and the pipeline current
• Finding bottlenecks, optimizing activity by stage and holding regular pipeline reviews
• A completed or attention needed status column for each step