Run a weekly pipeline review in 30 minutes
Spot stuck and risky deals in minutes, then spend the meeting on the three deals that matter.
A list of risky deals with reasons, a short summary by rep and stage, three deals to discuss with questions, and a recap for the team.
Tools you need
Step-by-step workflow
Export your open deals
Export all open deals with deal name, owner, stage, amount, close date, last activity date, next step and date created. Remove contact names and emails you don't need before sharing the file with an AI tool.
Flag the risky deals
Upload the export and ask the assistant to apply the same rules every week, so the review is consistent.
Pipeline review sheet
A spreadsheet where you paste your CRM export and risky deals are flagged automatically, plus a meeting agenda and every prompt from this workflow.
Summarise by rep and stage
This gives you the shape of the pipeline before you look at single deals.
Pick 3 deals and prepare questions
Don't review every deal in the meeting. Pick the three where a decision this week changes the outcome.
Send the recap
Close the loop in writing so everyone knows what changed and what's expected.
Turn this into a system
Once this workflow is working manually, connect it into an automated GTM playbook or stack.
Evaluate pipeline engagement, meeting frequency, and email velocity to flag at-risk deals and support quarterly forecasting.
Augment your HubSpot instance with multi-source waterfall data enrichment, multichannel outreach, and customer retention telemetry.
Want this running for you?
GPTify builds it on your tools, with a fixed scope and price.
Frequently asked questions
Is it safe to upload our pipeline to an AI tool?
Check your company's AI policy and use a business plan where your data isn't used for training. Remove contact details and anything you don't need for the review.
Why the same rules every week?
Consistent rules make trends visible. If you change them each week, you can't tell whether the pipeline got healthier or the rules got looser.
What should count as "stuck"?
Start with 1.5 times your average time in that stage. Adjust once you have a few weeks of data.
Related workflows
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