Deals Decay. Your Pipeline Review Should Catch It.
Your weekly pipeline review is an hour long and nothing gets decided. People recap every deal like it’s the first time anyone’s heard of it. You already know the deal. They’re reading the news.
Ban news reading.
Here’s why this matters: deals don’t die in one moment. They decay over time. A champion goes quiet. A technical concern doesn’t get addressed. A close date slips and nobody asks why. By the time someone raises a flag, the deal has been rotting for weeks.
The Business Review Meeting is your early warning system. It’s the one place where problems surface before they become losses. But only if you run it right.
The weekly BRM has one job: figure out what changed, what’s next, and what’s stuck.
Run it like this. What changed since last week? If nothing, say “no change,” explain why, and move on. What’s the next customer action? Not yours. “We sent the proposal” isn’t progress. “The customer signed the NDA and scheduled a technical review” is progress. What’s blocking action? What do you need to unblock it?
Notice the emphasis on customer action. Your activities don’t matter until the buyer responds. A sent proposal sitting in someone’s inbox for two weeks isn’t a deal in motion. It’s a deal waiting. Name it.
Who should be in the room? All critical stakeholders. Sales and field application engineering, obviously. Legal, if contracts are in flight. A product rep, especially if your product is still evolving and customer feedback needs to flow back fast. And at this stage, both the CEO and CTO. It’s early days. As a founder, you need to understand pipeline state directly, not hear about it secondhand.
Sort your deals by priority: high, medium, low. Tag them in CRM. Review high-priority deals first. The BRM is for vetting your most important deals. Low-priority deals and new prospects get their own separate meeting. Don’t let early-stage pipeline noise eat into the time you need for the deals closest to closing.
Before the meeting, every account owner posts a note on every high-priority deal. This week: what happened. Next steps: what’s needed to progress the deal. Blockers: what’s in the way, and what concrete actions can be taken. If someone shows up without their updates posted, send them back to do it. The meeting isn’t for catching up on what happened. It’s for deciding what to do next.
Keep your BRM to 30 minutes. If you’re running over, you’re storytelling, not operating. Make it a standing meeting. No chairs, no comfort, no incentive to linger. If someone needs to deep-dive on a technical issue, note it and schedule a follow-up with the relevant people.
The best pipeline reviews I’ve seen are boring. Short, structured, action-oriented. Nobody’s trying to impress anyone with their sales skill. Everybody leaves knowing exactly what they need to do this week.
That’s the point.
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