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SalesReview

Sales pipeline review

45 minutes 4 blocks Free template

A 45-minute pipeline review: each rep summarises deals, the group finds blockers, and every deal leaves with a next action.

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Opens in the builder. No sign-up to try it; 14 days free to run it live.

By the end of this meetingEvery deal in review has a clear next action or a close or kill decision.

45 min · 4 blocks, drawn to scale Fits exactly
  1. Rep summary per deal: progress, next steps, timeline, 15 minutesInfo 15
  2. Obstacles: gaps, missing info, objections, blockers, 15 minutesDiscuss 15
  3. Action items or close/kill decisions, 10 minutesDecide 10
  4. Handle urgent actions now, 5 minutes 5
011233445 min
  1. +0′Rep summary per deal: progress, next steps, timelineTip: Ask what closing each deal actually needs.15 minInfo
  2. +15′Obstacles: gaps, missing info, objections, blockersTip: Challenge poorly qualified deals and overly optimistic projections.15 minDiscuss
  3. +30′Action items or close/kill decisions10 minDecide
  4. +40′Handle urgent actions now5 minWrap-up

Why it works

Built so the sales pipeline review ends on time, with everyone in it.

  • Updates stay short

    15 minutes of updates with a visible clock. In a video call the speaker is spotlighted and the room is muted, so nobody talks over them.

  • Discussion with a clock

    15 minutes of open floor with a countdown everyone can see, and a talk-balance meter so the loudest voice doesn't take all of it.

  • It ends in a decision

    Capture the decision and its owner with one click while it's said. It lands in the summary, word for word.

  • Wraps up on time

    Decisions and actions are read back, the summary is already written, and a finish on time earns the confetti.

How to run it

  1. 1Run it weekly, biweekly or monthly, as a 1:1, a rotating session or a whole-team review.
  2. 2Have reps document their deals before the meeting; poor documentation is a common pitfall.
  3. 3For each deal, cover progress, next steps, what closing needs, and the timeline.
  4. 4Push back on poorly qualified deals with missing information and on overly optimistic projections.
  5. 5End every deal with an action or a close/kill call, and check those actions at the next review.

Questions about the sales pipeline review

How long should a pipeline review meeting be?
30 to 60 minutes. SBI's 1:1 version runs an hour, with 25 minutes on the pipeline itself.
How often should you hold pipeline reviews?
Weekly, biweekly or monthly, depending on the team.
What goes wrong in pipeline reviews?
No accountability between reviews, poorly qualified deals with missing information, poor documentation, slow follow-up after demos and overly optimistic projections.

Built from

The structure, timings and tips on this page come from these sources.

  • close.com
  • sbigrowth.com

Run it with your team

  • A countdown for every block on the shared screen
  • A video call that changes with each block
  • Decisions and actions in a scored summary

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Related templates

All templates
  • Weekly sales team meetingHubSpot's 20-minute sales meeting: quick wins, 2–3 critical deals, a rep-led learning segment, updates and action items.20 min · 5 blocks
  • MEDDICC deal reviewA 30-minute 1:1 deal review that walks MEDDICC: metrics and pain, buyer and champion, decision process, competition, next steps.30 min · 7 blocks
  • Sales forecast callClari's weekly forecast call: recap the pre-read, check pipeline mix, volume and health, review key deals, then commit the number.45 min · 7 blocks

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