Aug '25 • Accountability Corner
Advanced Tactic / Mini-SOP: Weekly Pipeline Review SOP
Run this every Friday to stay on top of leads and revenue projections.
Steps:
- Export open leads from CRM.
- Tag each lead: Hot 🔥, Warm 🌡️, or Cold ❄️.
- Assign one next step for each Hot/Warm lead.
- Update revenue forecast based on Hot lead pipeline value.
Template Snippet:
Lead Status Next Step Value Close % Forecast
KPI to Track: Pipeline Coverage = (Total Pipeline Value ÷ Monthly Target). Aim for 3x target.
Next Action ✅: Print today’s checklist and run your first pipeline review before Friday. 📝
3
0 comments
Advanced Tactic / Mini-SOP: Weekly Pipeline Review SOP
skool.com/iam-ta-university-plus-2593
Tax pros, bookkeepers & accountants:
- Build a 6-figure virtual firm with weekly coaching
- Proven templates
- Systems to land premium clients
Leaderboard (30-day)
1
+1
Powered by