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.
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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