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HubSpot Weekly Pipeline Review Agenda and Reporting Pack

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• 🧲 HubSpot

Run a useful pipeline meeting.

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Plan a weekly pipeline review for a sales team using HubSpot. Team size and deals in the pipeline by stage: [TEAM_AND_DEALS]. Quarter target and progress so far: [TARGET_AND_PROGRESS]. Meeting length: [MEETING_LENGTH].

Create an agenda in minutes that adds up to the meeting length. Example for 45 minutes: numbers 5, deals closed or lost since last week and what we learned 5, deals expected to close this month with evidence of the buyer's commitment 15, deals with no activity in 14 days 10, actions 5 (plus five for questions). List the reports to use (pipeline by stage, deals by close date, stalled deals, new deals created this week) and what each shows. Coverage example: a remaining target of 300,000 against a weighted pipeline of 420,000 is 1.4 times; a coverage of about 3 times is a common rule of thumb to compare with your own history, not a law.

Five questions for any deal: who decides, what happens if nothing changes, what is the next step and its date, what could stop it, and what do we need from the buyer. Data rule: every deal has an amount, a close date and a next step before the meeting. Mark features [VERIFY].

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Invented 45-minute agenda: numbers 5, closed since last week 5, deals closing this month 15, stalled deals 10, actions 5, spare 5. Coverage: remaining target 300,000, weighted pipeline 420,000, coverage 1.4 times. Stalled list: three deals with no activity for 14 days totalling 96,000. Five questions asked of each deal. Example outcome: deal Birch, 40,000, no next step; action: call the sponsor by Wednesday; deal Alder moved to lost with a reason recorded. Agenda arithmetic: 5 + 5 + 15 + 10 + 5 + 5 is 45 minutes; coverage 420,000 / 300,000 is 1.4 times.

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