Weekly Pipeline Review Checklist

A weekly pipeline review is where momentum is protected. This checklist helps teams make decisions quickly instead of reviewing status without action.

When to use it

• You want a tighter weekly GTM rhythm.
• Deals are lingering with no owner or next step.
• You need a simple review process before adding more tooling.

Weekly review checklist

Coverage
- Do we have enough qualified pipeline for the next 30 days?

Velocity
- Which deals have had no movement for 7+ days?
- Which deals are missing a next-step date?

Quality
- Which active deals still lack clear pain, urgency, or decision owner?

Conversion
- Where did leads stall this week?
- What pattern appears in lost or delayed deals?

Actions
- Advance
- Nurture
- Close lost
- Escalate blocker

How to customize it

• Review the same metrics in the same order every week.
• Keep discussion focused on decisions and blockers.
• End with named owners for each action.

Common mistakes

• Keeping the checklist but skipping close-lost cleanup.
• Reviewing every deal equally instead of focusing on risk.
• Leaving the meeting without owner-level actions.

Next steps

1. Run this checklist for four consecutive weeks before changing it.
2. Add one short note on what improved and what repeated.
3. Use results to refine qualification and CRM stages.