Master the Pipeline Review: 5 Steps to Close More Deals (from an 8x Sales Team Leader)

November 10, 2024•1 min read

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Master the secret weapon of successful sales teams - the pipeline review. As a former US Chamber of Commerce executive who's transformed 8 sales teams, I share the framework that consistently drives results.

If you're an IT Service Provider, MSP Owner, Sales Leader, Business Founder, or Sales Manager, this video is specifically designed for you. I'll walk you through the 5 critical components of an effective pipeline review, show you why "waiting to hear back" is killing your deals, and demonstrate how to create real accountability with your sales team. You'll learn the crucial difference between feelings-based and evidence-based forecasting, plus get specific actions to unstick those stalled deals that have been sitting in your pipeline for too long.

00:00 - Intro

00:43 - The Importance of Pipeline Reviews

01:59 - Conducting Effective Pipeline Reviews

02:55 - Meeting Agenda for Pipeline Reviews

03:26 - Reviewing Action Items

03:50 - Analyzing Pipeline Overview

04:37 - Deal by Deal Review

05:27 - Identifying Actionable Steps

08:30 - Setting Commitments and Forecasting

12:00 - Conclusion and Call to Action

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Are you a service provider ready to break free of the low six-figure grind?