Bi-weekly Pipeline Meeting Template

Use this template to check-in with your reps on the overall health of your pipeline to ensure there is a healthy number of qualified leads entering the top of the pipeline.

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Meeting type
Weekly Team Meetings
Host Role / Title
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Tone of the meeting

MQLs

Review the number of MQLs from last week from each specific channel.

Paid media

Content marketing

Social media channels

SQLs

Review the number of SQLs from last week from each specific channel.

Cold Calling

Referrals

Pipeline Health Review

Discuss the overall health of the pipeline by reporting on specific metrics.

Average deal size

Win rate

Average sales cycle

Idea Brainstorm

Let’s brainstorm how can we better collaborate with marketing and/or account managers.

Action Items

What came out of this meeting? What are the next steps?

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