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<h2><strong>YOUR SALES PIPELINE CHECKLIST ✏️</strong></h2><h4 style="text-align: center"><strong><span style="color: rgb(224, 78, 24)">7 MUST-DO&apos;S FOR SOLID DEALS</span></strong></h4><div class="column-block" style="width: 100%; display: flex; gap: 24px; padding: 8px 0;"><div data-column-width="50.84761832524272" class="column" style="width: 50.84761832524272%; "><p></p><p>With this playbook, <u>you&apos;ll have a no-nonsense guide to prevent deals from fizzling out</u> and keep your forecasting on point. <strong>Nail these 7 steps to solidify your sales pipeline and trim off the dead weight.</strong></p></div><div data-column-width="49.150485436893206" class="column" style="width: 49.150485436893206%; "><div style=""><figure data-media-width="297" data-media-height="227.078125" data-align="center" data-type="resizeableFigure" style="justify-content: center" class="resizeable-figure"><div style="height: auto;width: 297px; "><img src="https://storage.distribute.so/media/dantethedonkey/5e0898d3-6b5a-4055-aa61-4db22456ecc2/7566b2a8-a440-4db1-ae63-70a6de27c806.png" alt="shaking-hands-2.png" title="shaking-hands-2.png"></div></figure></div></div></div><h4><strong>#1 | Define Your <span style="color: rgb(224, 78, 24)">Sales Stages &amp; Key Metrics</span></strong></h4><ul><li><p><strong>Current Stage of the Deal:</strong> <span style="color: rgb(163, 163, 163)">____________</span></p></li><li><p><strong>Key Metric <span style="color: rgb(224, 78, 24)">#1</span></strong> - <em>Deals in Pipeline</em>: <span style="color: rgb(163, 163, 163)">________</span></p></li><li><p><strong>Key Metric <span style="color: rgb(224, 78, 24)">#2</span></strong> - <em>Average Deal Value:</em> $<span style="color: rgb(163, 163, 163)">______</span></p></li><li><p><strong>Key Metric <span style="color: rgb(224, 78, 24)">#3</span></strong> - <em>Conversion Ratio:</em><span style="color: rgb(163, 163, 163)"> ________</span>%</p></li><li><p><strong>Key Metric <span style="color: rgb(224, 78, 24)">#4</span></strong> - <em>Average Deal Duration: </em><span style="color: rgb(163, 163, 163)">________</span> days<br></p></li></ul><h4 style="text-align: center"><strong>WHY IT&apos;S A BIG DEAL</strong></h4><div style="float: left; margin-right: 16px;"><figure data-media-width="267" data-media-height="129.125" data-align="float-left" data-type="resizeableFigure" style="justify-content: flex-start" class="resizeable-figure"><div style="height: auto;width: 267px; "><img src="https://storage.distribute.so/media/dantethedonkey/5e0898d3-6b5a-4055-aa61-4db22456ecc2/a9d9418b-ad4c-4eaf-8894-550e4fdc4eaf.png" alt="podcast-show.png" title="podcast-show.png"></div></figure></div><div class="callout" style="background-color: rgb(20, 20, 20, .1)"><span class="callout__emoji">🚀</span><div class="callout__text"><p><strong>Mapping out your sales stages and metrics isn&apos;t just record-keeping. It&apos;s crucial to your strategy. </strong></p><p>Whether you&apos;re lining up calls, cutting deals, or closing, <em>each stage and metric is your compass to winning.</em></p></div></div><p style="text-align: start"></p><h4><strong>#2 | <span style="color: rgb(224, 78, 24)">Set &amp; Smash Your Targets</span></strong></h4><ul><li><p><strong>Your Sales Targets:</strong> <span style="color: rgb(163, 163, 163)">____________</span></p></li><li><p><strong>Progress Towards Target:</strong> <span style="color: rgb(163, 163, 163)">________</span><span style="color: rgb(20, 20, 20)">%</span><span style="color: rgb(163, 163, 163)"><br></span></p></li></ul><h4 style="text-align: center"><strong>WHY IT&apos;S A BIG DEAL</strong></h4><div style="float: right; margin-left: 16px;"><figure data-media-width="177" data-media-height="199.3125" data-align="float-right" data-type="resizeableFigure" style="justify-content: flex-end" class="resizeable-figure"><div style="height: auto;width: 177px; "><img src="https://storage.distribute.so/media/dantethedonkey/5e0898d3-6b5a-4055-aa61-4db22456ecc2/26b01e23-7d80-4f08-be38-ae6e03a11193.png" alt="genius.png" title="genius.png"></div></figure></div><p style="text-align: center"></p><div class="callout" style="background-color: rgb(20, 20, 20, .1)"><span class="callout__emoji">🎯</span><div class="callout__text"><p><strong>Targets set the stage for your success. </strong>They&apos;re not just aspirations; they&apos;re benchmarks for your achievements. </p><p><em>Stay focused on these goals, and tailor your tactics to meet them.</em></p></div></div><p style="text-align: start"></p><h4><strong>#3 | Accurate Data, <span style="color: rgb(224, 78, 24)">Better Decisions</span></strong></h4><ul><li><p><strong>Last CRM Update:</strong> <span style="color: rgb(163, 163, 163)">____________</span></p></li><li><p><strong>Interaction &amp; Opportunity Value Changes Noted: </strong></p><h4>☐ Yes ☐ No</h4></li></ul><h4 style="text-align: center"><strong>WHY IT&apos;S A BIG DEAL</strong></h4><div style="float: left; margin-right: 16px;"><figure data-media-width="180" data-media-height="222.5" data-align="float-left" data-type="resizeableFigure" style="justify-content: flex-start" class="resizeable-figure"><div style="height: auto;width: 180px; "><img src="https://storage.distribute.so/media/dantethedonkey/5e0898d3-6b5a-4055-aa61-4db22456ecc2/dba92ea5-c7a5-426d-8c28-390a781d95f4.png" alt="man-riding-a-rocket.png" title="man-riding-a-rocket.png"></div></figure></div><div class="callout" style="background-color: rgb(20, 20, 20, .1)"><span class="callout__emoji">🖌️</span><div class="callout__text"><p><strong><span style="color: rgb(20, 20, 20)">Your CRM is your crystal ball into your deals. </span></strong>Up-to-date info leads to informed decisions. </p><p><em>Miss out on this, and you&apos;re flying blind.</em></p></div></div><p style="text-align: start"></p><p style="text-align: start"></p><h4><strong>#4 | Keep &apos;Em Keen: <span style="color: rgb(224, 78, 24)">Lead Nurturing</span></strong></h4><ul><li><p><strong>Nurturing Steps Taken:</strong> <span style="color: rgb(163, 163, 163)">____________</span></p></li><li><p><strong>Response to Nurturing:</strong></p><h4>☐ Yes ☐ No</h4></li></ul><h4 style="text-align: center"><strong>WHY IT&apos;S A BIG DEAL</strong></h4><p style="text-align: center"></p><div style="float: right; margin-left: 16px;"><figure data-media-width="203" data-media-height="187.03125" data-align="float-right" data-type="resizeableFigure" style="justify-content: flex-end" class="resizeable-figure"><div style="height: auto;width: 203px; "><img src="https://storage.distribute.so/media/dantethedonkey/5e0898d3-6b5a-4055-aa61-4db22456ecc2/ba4310fb-36a6-40ed-afc0-ffcb9fa56263.png" alt="man-calling-2.png" title="man-calling-2.png"></div></figure></div><div class="callout" style="background-color: rgb(20, 20, 20, .1)"><span class="callout__emoji">📑</span><div class="callout__text"><p><strong>Leads that aren&apos;t immediately ready to convert are still golden.</strong> By nurturing them with consistent contact and information, you&apos;re building a bridge that leads straight to sales.</p></div></div><p style="text-align: start"></p><p style="text-align: start"></p><h4><strong>#5 | Regular Reviews, <span style="color: rgb(224, 78, 24)">Real Results</span></strong></h4><ul><li><p><strong>Last Pipeline Review:</strong> <span style="color: rgb(163, 163, 163)">____________</span></p></li><li><p><strong>Adjustments Post-Review: </strong><span style="color: rgb(163, 163, 163)">____________</span><br></p></li></ul><h4 style="text-align: center"><strong>WHY IT&apos;S A BIG DEAL</strong></h4><div style="float: left; margin-right: 16px;"><figure data-media-width="220" data-media-height="254.203125" data-align="float-left" data-type="resizeableFigure" style="justify-content: flex-start" class="resizeable-figure"><div style="height: auto;width: 220px; "><img src="https://storage.distribute.so/media/dantethedonkey/5e0898d3-6b5a-4055-aa61-4db22456ecc2/13223a34-e312-4b75-96a7-e5d1fe60d759.png" alt="home-office.png" title="home-office.png"></div></figure></div><p style="text-align: center"></p><div class="callout" style="background-color: rgb(20, 20, 20, .1)"><span class="callout__emoji">📝</span><div class="callout__text"><p><strong>Regular reviews sharpen your strategy.</strong> They&apos;re not just check-ups; they&apos;re opportunities to refine and revamp your approach for better outcomes.</p></div></div><p></p><p></p><h4><br><strong>#6 | <span style="color: rgb(224, 78, 24)">A Full Funnel Fixes Everything</span></strong></h4><ul><li><p><strong>New Leads Added:</strong><span style="color: rgb(163, 163, 163)"> ________</span></p></li><li><p><strong>Top of Funnel Activity:</strong> <span style="color: rgb(163, 163, 163)">________</span><br></p></li></ul><h4 style="text-align: center"><strong>WHY IT&apos;S A BIG DEAL</strong><br></h4><div style="float: right; margin-left: 16px;"><figure data-media-width="268" data-media-height="205.15625" data-align="float-right" data-type="resizeableFigure" style="justify-content: flex-end" class="resizeable-figure"><div style="height: auto;width: 268px; "><img src="https://storage.distribute.so/media/dantethedonkey/5e0898d3-6b5a-4055-aa61-4db22456ecc2/b5432ad5-981c-41cd-9edd-4e9108d44452.png" alt="work-from-home.png" title="work-from-home.png"></div></figure></div><div class="callout" style="background-color: rgb(20, 20, 20, .1)"><span class="callout__emoji">⌨️</span><div class="callout__text"><p><strong>Your funnel&apos;s start affects its end.</strong> A robust flow of leads at the top means more chances for deals at the bottom. </p><p><em>Skimp on this, and your pipeline dries up.</em></p></div></div><p></p><p></p><h4><strong>#7 | Dial in the Details &amp; <span style="color: rgb(224, 78, 24)">Seal the Deal</span></strong></h4><ul><li><p><strong>Detailed Next Steps Established:</strong></p></li></ul><h4>☐ Yes ☐ No</h4><ul><li><p><strong>Lead’s Commitment to Proceed:</strong> </p></li></ul><h4>☐ Yes ☐ No</h4><h4 style="text-align: center"><strong>WHY IT&apos;S A BIG DEAL</strong></h4><div style="float: left; margin-right: 16px;"><figure data-media-width="176" data-media-height="409" data-align="float-left" data-type="resizeableFigure" style="justify-content: flex-start" class="resizeable-figure"><div style="height: auto;width: 176px; "><img src="https://storage.distribute.so/media/dantethedonkey/5e0898d3-6b5a-4055-aa61-4db22456ecc2/4a7800a8-461c-4a49-9ffc-f151fe51c1cc.png" alt="to-do-list.png" title="to-do-list.png"></div></figure></div><p style="text-align: start"></p><div class="callout" style="background-color: rgb(20, 20, 20, .1)"><span class="callout__emoji">📂</span><div class="callout__text"><p><strong>The details make the deal. </strong>Clarify the next steps, secure the lead&apos;s commitment, and you&apos;ve paved a clear path to the finish line.</p></div></div><p></p><p></p><h4 style="text-align: center"><strong><span style="color: rgb(224, 78, 24)">EXTRA POINTER</span></strong></h4><h4><strong>Master Your Metrics</strong></h4><ul><li><p><strong>Clarify your pipeline</strong> stages.</p></li><li><p>Know your <strong>four key metrics</strong> like the back of your hand.</p></li><li><p><strong>Chase your targets</strong> with precision.</p></li><li><p><strong>Let data guide</strong> your direction.</p></li><li><p><strong>Cultivate leads</strong> with care.</p></li><li><p><strong>Review and refine</strong> to stay ahead.</p></li><li><p>Fill your funnel, <strong>fuel your future.<br></strong></p></li></ul><div class="callout" style="background-color: rgb(224, 78, 24, .1)"><span class="callout__emoji">🗺️</span><div class="callout__text"><p><strong><span style="color: rgb(224, 78, 24)">Use this as a map that shows you where you are and where you need to go with each sale. </span></strong>Track your progress and spot any problems early on. With this checklist, you can make sure you&apos;re doing everything you can to close deals and meet your goals!</p></div></div>

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SALES PIPELINE REVIEW CHECKLIST