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Sales training and coaching · Coaching the sales team

Have a different rep lead the pipeline check each week with the same questions.

A weekly pipeline inspection is a short team meeting where open deals are checked against a fixed set of questions and led by a rotating rep. It covers the questions, the rotation, the definition of a closed deal, and what to do with deals that sit at the same stage for weeks.

Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

Editorial illustration for Pipeline management

In one paragraph

A weekly pipeline inspection is a short team meeting where open deals are checked against a fixed set of questions and led by a rotating rep. It covers the questions, the rotation, the definition of a closed deal, and what to do with deals that sit at the same stage for weeks.

At a Vadodara industrial-valves supplier, the Monday meeting is a list of deals each rep says are ninety percent done. Five weeks later, three of them are still ninety percent. The owner has already told the factory to plan for those orders.

The inspection replaces that list with questions. For each deal: what is the next step and its date, who signs, what could stop it, when did the buyer last speak to us, and what has the buyer said in writing. Deals that cannot answer are moved back a stage.

The sales manager attends, but a different rep leads each week, so every rep learns to ask the questions of a colleague's deal. The owner reads the sheet afterwards and takes the order forecast from it.

It sits after the per-rep funnel diagnostic, which looks at history, and works on what is open today. It needs the stage names from your process map and one agreed meaning of closed.

Where this sits

Topic 6 of 8 in sales training and coaching: coaching the sales team. Coaching routines a manager runs weekly and monthly.

The topic before
Team foundations

If you want this done for you

Know which deals are actually going to close this month, not which ones you hope will.

The work

What this is actually like.

  • “Define closed in the buyer's document”

    In trades such as valves and pumps the buyer sends a purchase order, not a signed contract. Decide that closed means a PO number in the sheet, or an advance in the bank. Anything short of that stays open, however confident the rep sounds.

  • “Percentages are opinions”

    A rep's ninety percent is a mood. Replace percentages with stage names and dates. A deal with no dated next step cannot be at the quote stage, whatever the rep feels.

  • “Stale deals need a rule”

    Set a limit, for example twenty-one days at one stage. After that the deal is either given a new dated step or moved to a nurture list. Without a rule, old deals pad the forecast forever.

  • “Peer-led means peer-asked”

    When a colleague asks 'who else is on the buying committee', it lands differently than when the manager asks. Rotating the lead builds the habit of asking, which reps then carry into their own calls.

What we do

What you end up with.

The documents this topic produces, what each one is for, and how you know it is finished.

  1. The standard question list

    Five questions, the same every week, printed at the top of the pipeline sheet.

    Result: Finished when every rep can recite them without looking.

  2. The pipeline sheet

    Deal, buyer, stage, next step, date of next step, last buyer contact, written proof, value. One row per deal, sorted by next step date.

    Result: Finished when no open deal has an empty next-step date.

  3. The rotation roster

    A list of who leads each week for the next two months, shared in the team group.

    Result: Finished when every rep has led at least once.

  4. The stale and moved list

    Deals moved back or dropped that week, with the reason in a line.

    Result: Finished when the owner's forecast number equals the sum of the deals that passed the questions.

Why us

Why owners pick GullySales over an agency.

  • Marketing and sales, as one job

    Most agencies stop at the enquiry. We also fix what happens after it: the reply, the follow-up, the quote and the CRM.

  • The person on the first call does the work

    No account managers in between. You are never handed to someone you have not met.

  • A baseline before anything starts

    Your numbers are written down on day one, so every later report compares against something honest.

  • The fee in writing, split three ways

    Our time, your media spend and production on separate lines. You always see what goes to us.

  • No guarantees we cannot keep

    The term is agreed in writing and never a default twelve months. We never promise a ranking or a lead count, because nobody controls those.

  • One office, and we say so

    Nagarbhavi, Bengaluru. We work across India by call and WhatsApp and travel when a session needs to be in person.

#257, 3rd floor, Sri Nanjundeshwara Complex, Nagarbhavi 8th Block, Outer Ring Road. How we work.

Your brief

Tell us what you need, and we will read it before we call.

Eight short steps about your business, what you want and who decides. Most questions are a tap, and you can skip any you would rather answer on the call.

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

How long should it run?
Forty-five minutes at most. If you have more than twelve open deals per rep, inspect only the ones above a value you set and the ones that have not moved for three weeks.
Can we do it on a call?
Yes, with the sheet shared on screen. Keep the same day and time, and the same rotation, so it does not become optional for remote reps.
What about repeat customers who order by phone?
Record the expected order date and value as a deal anyway. Standing customers are the easiest place to be wrong, since nobody asks them anything.
Will reps hide deals to avoid questions?
Some will at first. The fix is that a deal missing from the sheet cannot be credited when it closes, which the owner states once and applies.
How much does it cost?
There is no price list, because the work differs by business. The fee is scoped after we have read your brief and spoken to you, and put in writing before anything starts. For sales work it is mostly our time, with production only where scripts, decks or CRM setup need it.
How long is the contract?
The term is agreed in writing after we have spoken, along with the fee and the reporting. It is never a default twelve months, and renewal is decided on the numbers against the baseline recorded at the start.
Who will actually do the work?
The person you speak to before anything starts. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.
What do you need from us?
To start, last month's enquiries in any format and time with whoever handles them. After that, access to the accounts the work touches, such as the website, Google Business Profile or CRM.
What if we are not happy with the work?
Tell us and the plan changes. Everything is reported against the baseline, so a number that is not moving is visible to both sides. The term is in your written scope, and the refund and cancellation policy sets out the rest.

Your next practical step

Tell us what you are trying to grow, and we will read it before we call.

Eight short steps, mostly taps. Skip anything you would rather answer on the call.