Pipeline Review Session
A half-day facilitated review of your active pipeline — surfacing stuck deals, weak qualification, and forecast risks before the quarter closes.
At a glance
Duration: Half day
Format: On-site or video
Location: Client office or remote
AUD $3,200
Enquire about this consultationOverview
A Pipeline Review Session is a focused half-day where we sit with your sales manager and reps and walk through active opportunities one by one. The goal is not to judge individual performance but to identify patterns — deals that should have been disqualified earlier, stages that are being used as parking lots, and forecast items that lack a credible next step.
Who attends
Sales manager plus three to eight reps. Marketing or customer success representatives join when handoff quality is part of the brief.
What you walk away with
A summary memo listing flagged deals, recommended actions, and two to three process observations worth addressing in a fuller audit. This session works well as a standalone health check or as a precursor to a full Sales Process Audit.
Booking
Sessions are scheduled two to three weeks in advance. We ask for CRM export or screen-share access during the session.