You’re busy. Deals are in motion. But somehow, nothing feels fully under control.
Follow-ups slip. Deals stall. Forecasts change. And instead of focusing on closing, you’re chasing updates and double-checking data.
This checklist helps you pinpoint where clarity breaks down, so you can fix what’s slowing deals down and regain control of your pipeline.
What you’ll get:
In this 1-page pipeline health check, you’ll learn whether:
- You can clearly see where every deal stands, and what needs to happen next
- Your pipeline supports consistent deal progression, not stalled opportunities
- Follow-ups, handoffs, and ownership are clear across teams
- Your data gives you confidence, not doubts
- Your forecast reflects reality, not best guesses
Each sign points to one thing: whether your pipeline helps you move deals down the funnel, or quietly blocks them.
How to use it:
Read through the checklist and tick off what applies to your team today.
If you recognize more than 3 signs, it usually means you don’t have enough control to:
- Spot risks early
- Keep deals moving
- or confidently predict what will close
That lack of control often shows up as slower cycles, missed opportunities, and revenue that never materialises.
Why the health check?
Pipeline problems rarely come from lack of activity; they come from lack of clarity and structure.
This checklist gives you a fast, practical way to understand whether your pipeline is built to support growth, or whether it’s time to find a setup that gives you better control from start to finish.