Pipeline Review

Weekly pipeline hygiene with deal-level risk scoring

10 minutesManual: 2-3 hours

Scans every open opportunity for stale activity, missing fields, stuck stages, and competitive signals. Produces a prioritized action list for each rep and a summary for the sales leader. Catches deals going dark before the rep notices.

Workflow Steps

1

CRM Snapshot

/revops

Pull all open opportunities with activity history and stage dates

2

Health Scoring

/revops

Score each deal on engagement recency, stage velocity, and multi-threading

3

Risk Flagging

/chief-of-staff

Identify deals with no activity >14 days, single-threaded, or past close date

4

Action Plan

/produce-content

Per-rep action list with specific next steps for at-risk deals

Example

Weekly review of 45 open opportunities. The workflow flags 8 deals with no activity in 14+ days, 5 that are single-threaded to a champion who changed roles, and 3 past their expected close date. Generates a prioritized action list for each of 4 reps.

Related Workflows

Deal Coaching

MEDDPICC-grounded coaching prep for every 1:1

5 minutes per deal

Forecast Preparation

Bottom-up forecast with weighted pipeline and risk adjustments

12 minutes

Win/Loss Analysis

Pattern extraction from closed deals to improve future win rate

20 minutes

Deep Dives

Claude Code for GTM

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Built and maintained by Victor Sowers at STEEPWORKS