YOUR SALES PIPELINE CHECKLIST ✏️
7 MUST-DO'S FOR SOLID DEALS
With this playbook, you'll have a no-nonsense guide to prevent deals from fizzling out and keep your forecasting on point. Nail these 7 steps to solidify your sales pipeline and trim off the dead weight.
#1 | Define Your Sales Stages & Key Metrics
Current Stage of the Deal: ____________
Key Metric #1 - Deals in Pipeline: ________
Key Metric #2 - Average Deal Value: $______
Key Metric #3 - Conversion Ratio: ________%
Key Metric #4 - Average Deal Duration: ________ days
WHY IT'S A BIG DEAL
Mapping out your sales stages and metrics isn't just record-keeping. It's crucial to your strategy.
Whether you're lining up calls, cutting deals, or closing, each stage and metric is your compass to winning.
#2 | Set & Smash Your Targets
Your Sales Targets: ____________
Progress Towards Target: ________%
WHY IT'S A BIG DEAL
Targets set the stage for your success. They're not just aspirations; they're benchmarks for your achievements.
Stay focused on these goals, and tailor your tactics to meet them.
#3 | Accurate Data, Better Decisions
Last CRM Update: ____________
Interaction & Opportunity Value Changes Noted:
☐ Yes ☐ No
WHY IT'S A BIG DEAL
Your CRM is your crystal ball into your deals. Up-to-date info leads to informed decisions.
Miss out on this, and you're flying blind.
#4 | Keep 'Em Keen: Lead Nurturing
Nurturing Steps Taken: ____________
Response to Nurturing:
☐ Yes ☐ No
WHY IT'S A BIG DEAL
Leads that aren't immediately ready to convert are still golden. By nurturing them with consistent contact and information, you're building a bridge that leads straight to sales.
#5 | Regular Reviews, Real Results
Last Pipeline Review: ____________
Adjustments Post-Review: ____________
WHY IT'S A BIG DEAL
Regular reviews sharpen your strategy. They're not just check-ups; they're opportunities to refine and revamp your approach for better outcomes.
#6 | A Full Funnel Fixes Everything
New Leads Added: ________
Top of Funnel Activity: ________
WHY IT'S A BIG DEAL
Your funnel's start affects its end. A robust flow of leads at the top means more chances for deals at the bottom.
Skimp on this, and your pipeline dries up.
#7 | Dial in the Details & Seal the Deal
Detailed Next Steps Established:
☐ Yes ☐ No
Lead’s Commitment to Proceed:
☐ Yes ☐ No
WHY IT'S A BIG DEAL
The details make the deal. Clarify the next steps, secure the lead's commitment, and you've paved a clear path to the finish line.
EXTRA POINTER
Master Your Metrics
Clarify your pipeline stages.
Know your four key metrics like the back of your hand.
Chase your targets with precision.
Let data guide your direction.
Cultivate leads with care.
Review and refine to stay ahead.
Fill your funnel, fuel your future.
Use this as a map that shows you where you are and where you need to go with each sale. Track your progress and spot any problems early on. With this checklist, you can make sure you're doing everything you can to close deals and meet your goals!
