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Weekly Pipeline Reviews

The weekly meeting is a critical meeting to ensure good pipeline management. This meeting can be run 1:1 or in a team setting. The focus of this meeting is to spend 100% of your time talking specifically about our opportunities. The trick to running an effective pipeline meeting is to have a system that lets you identify the critical deals to talk about so you don’t waste time talking about non-critical deals.

Here is our recommended agenda for the weekly pipeline review meeting

Watch this video for more details on how to run this meeting using 4Cast!