Reliable Pipeline Method

Build a risk and reality weighted pipeline that anyone can interpret and use to make a decision.

Complete it here, save locally or download your working copy.

Use this when

Pipeline exists but needs interrogation, forecast calls are subjective or CRM data is captured without a clear decision purpose.

Useful outcome

Spend your time working where it has impact, not figuring out where to work.

Define evidence-led stages

A stage only changes when the buyer exhibits or confirms material criteria, not because the seller completed an activity.

Stage every live deal on current validated evidence and one buyer-dated action.

Keep a CRM field only when someone can name the decision it supports.