Monday is reconciliation day
You spend Monday reconciling three versions of the pipeline.
Prepared forNorthwind Logistics
Recap for Northwind
What we heard on Tuesday, and what happens next
Example. The three problems you described, how we would fix each, and the next steps we agreed.
Book the decision callor reply to Sam with a question
01What we heard
Requests wait a day
Demo requests sit in a shared inbox before anyone owns them.
Stalled deals surface late
You found 12 stalled deals only at quarter end.
02How we fix it
- 1
Route every request
Each request gets an owner within five minutes, with the context attached.
- 2
One record per account
Merge the spreadsheets into the CRM so the forecast has one source.
- 3
Flag quiet deals
A weekly list of deals with no reply in ten days.
03From the call
3versions of the pipeline today
12stalled deals found at quarter end
04Next steps
- Fri 23 OctSend 50 recent demo requestsNorthwind
- Tue 27 OctSend the scoped planSIX
- Thu 29 OctDecision call with the CROBoth