Workflow · Beginner · 25 min
Weekly pipeline review with an assistant workflow
Prepare the Monday pipeline review from the CRM export so the meeting spends its time on decisions, not on reading.
- ChatGPT
- Claude
- Any assistant
- sales
- workflow
Inside this workflow
- When: Monday morning before the pipeline meeting.
- 1. Compute coverage in the sheet
- 2. Find the stalls
- 3. Draft the forecast
- 4. Produce the one-page agenda
- Steps
- 4
- Tools
- CRM export, Any assistant
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