Pipeline Deep-Dive & Optimization

Overview

Purpose Pressure-test your pipeline to ensure deals are real, qualified, and moving forward for the right reasons. Who It’s For Reps who want more predictable outcomes and fewer surprises late in the funnel. Agenda Review your current pipeline stage by stage Validate deal qualification and next steps Identify stalled, inflated, or low-probability deals Spot structural funnel gaps or bottlenecks Reclassify, clean up, and optimize the pipeline You’ll Walk Away With - A cleaner, more honest pipeline - Clear next actions for every active deal - Improved forecast confidence - A funnel that reflects reality—not hope