Pipeline · For Sales, RevOps
Pipeline review
Twice a week before stand-up, reviews every open deal of one AE — risks, methodology gaps, last touch, the one next action — and sends them an honest take with where to focus.
Opens the template in the app. Sign in or start free first.
What it's for
Every AE knows, twice a week, which deals are real, which are slipping and what to do next.
- Sales managers
- Account executives
What you get
- An honest pipeline review with where to focus
When it runs
- When you run it
- Tuesdays and Thursdays 08:00, one trigger per AE
What it uses
- Your Closefinch records
You choose:
- The AE (a teammate)
Its steps
- Pipeline
- Review · the model works this out
- Send the review
Approvals
Messages only the AE (and nothing leaves the platform).
Checked before release
The template's eval suite must pass these before a version ships:
- Reviews every open deal of the AE with evidence
- Sends the review to the AE
Questions
- Can I ask it in chat?
- Yes: ask "be honest, how's my pipeline?" in Ask; it reads the same material (each of your open deals with its risks, methodology gaps, last two-way touch and next action, and the counts) and answers with citations. The scheduled review is the fuller take with where to focus.
More pipeline templates
Act on signals
When a signal fires on an account, reads its dated why-now evidence and leaves the owner one concrete next step as a task, citing the signal.
Stalled deal nudge
Finds open deals that have gone quiet, decides one concrete next step for each, and leaves a follow-up task for the team.
Stalled deal recovery
Every morning, finds deals with no activity for two weeks, works out why the last thread went quiet from the last call, and puts a recovery email in each owner's inbox to approve.