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The Pipeline Cleanup Checklist

This pipeline cleanup checklist helps you triage every opportunity into one of three buckets — advance, nurture, or cut — so you stop wasting time on deals that were never going to close.

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Stop Losing Deals You Should Have Won

Most reps don't lose deals because of bad pitches, they lose them because of invisible gaps: a follow-up that slipped, a stakeholder who was never mapped, a next step that was never set. The Follow Up founder Nic Conley created this pipeline checklist to give you a repeatable system to audit every deal before it stalls. Instead of relying on memory or gut feel, you're working from a proven sequence to keep deals moving and forecasts accurate.

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