Weekly deal review

Every Monday, flags overdue and inactive deals, asks each owner only what each deal needs, and sends the sales lead the forecast risk.

Live example

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Every Monday before our pipeline meeting, go through the pipeline sheet and flag deals with a close date in the past, no activity in two weeks, no next step, or an amount that changed late in the quarter. Email each owner one form about their flagged deals that asks only what each deal needs, all at once, remind them after a day, write their answers back to the sheet, and send me a summary of the forecast risk.

Here's the plan:

Find deals that need an update: every Monday at 7am, reads your pipeline sheet and flags deals with a past close date, no activity in 14 days, no next step, or an amount changed late in the quarter.
Ask each owner: emails every owner with flagged deals a form written for their deals, all at once, with only the questions each deal needs, and reminds them after a day.
Update the pipeline: once every owner has answered, writes the new close dates, next steps and notes back to the sheet.
Send the sales lead the forecast risk: emails you which deals slipped, shrank or died, and what each owner said.

Set the sales lead and your pipeline sheet in the settings. Tell me what to change. For example: "Flag deals with no activity in 7 days."

Mondays at 7am

Runs every Monday at 7am, before the pipeline meeting.

Timer

Find deals that need an update

Flags deals with a past close date, no recent activity, no next step, or a late change in amount.

Some deals are flagged.

← Find deals that need an update

Ask each owner

Asks every owner about their flagged deals at the same time, each on a form written for their deals.

Update the pipeline

Writes each owner's new close dates, next steps and notes back to the pipeline sheet.

Nothing is flagged.

← Find deals that need an update

The pipeline is updated.

← Update the pipeline

Send the sales lead the forecast risk

Emails the sales lead which deals slipped, shrank or died, and what each owner said.

Waits

Owner updates their deals

Needs input

Emails the owner a form with only the questions each deal needs, and reminds them after a day.

Waits for a reply

Continues after 1d

Step by step

Before the pipeline meeting, someone has to find the stale deals and get an update from each owner. Malleable reads the pipeline, asks each owner about their deals on a form written for those deals, and writes the answers back.

1Every Monday at 7am, Malleable reads your pipeline sheet and flags deals with a past close date, no activity in 14 days, no next step, or an amount changed late in the quarter
2It emails every owner with flagged deals a form, all at once, with only the questions each deal needs, and reminds them after a day
3It writes the new close dates, next steps and notes back to the sheet
4It emails the sales lead which deals slipped, shrank or died, and what each owner said

What the team gets

Every stale deal has an update before the meeting
Owners answer only what each deal needs
The sales lead sees the forecast risk on Monday morning

Apps it uses

Google

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