This checklist is designed to ensure that all stages of the sales pipeline are reviewed on a regular basis, helping to identify bottlenecks, assess performance, and strategize next steps for improving sales processes.
Analyze the current status of leads and opportunities in the sales pipeline. Note the number of leads at each stage.
Look for stages in the pipeline where leads are getting stuck and identify reasons for the delays.
Assess the quality of leads in the pipeline to ensure that they are aligned with target customer profiles.
Calculate the conversion rates between different stages of the pipeline to identify areas for improvement.
Create actionable tasks for the sales team based on the findings from the pipeline review.
Establish a timeline for the next pipeline review to ensure continuous monitoring and improvement.