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Bi-Weekly Sales Pipeline Meeting Template

Use this template to check in on the overall pipeline health to ensure there is a healthy number of qualified leads entering the top of the pipeline.

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What’s inside this Bi-Weekly Sales Pipeline Meeting Template:


Review the number of MQLs from last week from each specific channel.

  • Paid media
  • Content marketing
  • Social media channels

2 SQLs

Review the number of SQLs from last week from each specific channel.

  • Cold calling
  • Referrals

3Pipeline Health Review

Discuss the overall health of the pipeline by reporting on specific metrics.

  • Average deal size
  • Win rate
  • Average sales cycle

4Idea Brainstorm

Let’s brainstorm how can we better collaborate with marketing and/or account managers.

5✅ Action items

What came out of this meeting? What are the next steps?

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