Pipeline Hygiene Checklist

WEEKLY HYGIENE TASKS

Pipeline Cleanup Checklist

WEEKLY PIPELINE HYGIENE

CLOSE DATE ACCURACY:
☐ No past-due close dates
☐ Close dates are realistic
☐ Close dates updated weekly
☐ No more than 2 date pushes

STAGE ACCURACY:
☐ Stage matches deal status
☐ Exit criteria verified
☐ No deals stuck >2× avg
☐ Proper stage progression

AMOUNT ACCURACY:
☐ Amounts based on quotes
☐ Multi-year properly annualized
☐ Discounts reflected
☐ Terms accurately captured

CONTACT ACCURACY:
☐ Decision makers identified
☐ Contact info current
☐ Roles properly assigned
☐ Engagement history logged

Stale Deal Criteria

Criteria	Action	Timeline
No activity 30 days	Re-engage or close	Immediate
Close date 60+ past	Review and update	Weekly
Stage >2× expected	Inspect and action	Weekly
No next step	Add next step	Daily

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HYGIENE CADENCE

Pipeline Maintenance Schedule

HYGIENE CADENCE

DAILY (Rep):
☐ Update notes after calls
☐ Move deals to correct stage
☐ Add next steps

WEEKLY (Rep):
☐ Review all open opps
☐ Update close dates
☐ Remove dead opps

WEEKLY (Manager):
☐ Run stale deal report
☐ Review stage accuracy
☐ Check data quality

MONTHLY (Ops):
☐ Full pipeline audit
☐ Hygiene scorecard
☐ Process improvements

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