# 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.

Category: Pipeline. For: Sales, RevOps.

## What it's for

Every AE knows, twice a week, which deals are real, which are slipping and what to do next.

Suited to:

- 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

1. Pipeline
2. Review (the model works this out)
3. Send the review

## Approvals

Messages only the AE (and nothing leaves the platform).

## Checked before release

The template's eval suite must pass these:

- 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.

Use this template: https://app.closefinch.com/app/agents/templates/pipeline-review (sign in first). Every template: [https://www.closefinch.com/templates](https://www.closefinch.com/templates).