Intermediate4 minutes
Managing a high-volume pipeline without missing leads
Set up a daily pipeline review routine.
When you finish this tutorial:
You have a daily routine for managing your pipeline.
Steps (8)
- 1
Open Today every morning before checking email (make it the first tab).
- 2
Review the 3 Kali-prioritised deals — these need action today.
- 3
Check responses received overnight — respond within 2 hours where possible.
- 4
Move any deals that progressed yesterday to the next pipeline stage.
- 5
Archive any deals with no response after 3 full Mosi sequences.
- 6
Run one Scout search to refill deals archived today.
- 7
Set a 10-minute calendar block for this daily review.
- 8
Checkpoint: Daily routine defined, calendar block set.