Pipeline Control
The Almost Closed
"Leads come in. Then... you're not sure what happens."
Outcome
Pipeline Control
System
Revenue Engine
The Situation
Follow-up is inconsistent. Deals go cold and you don't know why. The pipeline is either invisible or a mess of stages no one trusts. Deals die in the handoff.
Who This Is For
- →Sales teams losing deals they should win
- →Founders who can't forecast revenue with confidence
- →Teams with a CRM that no one uses properly
- →Businesses scaling and can't afford leaky processes
- →Anyone tired of deals dying in the handoff
- →Not for people who don't have leads coming in. You need something to manage before the revenue engine matters.
The Pattern
Leads come in. Then… something happens. Or doesn't.
Maybe you got busy. Maybe someone dropped the ball. Maybe the prospect went cold and you didn't notice until it was too late.
The CRM exists, but it's more graveyard than system. Deals sit in stages that mean nothing. Follow-ups happen when you remember. Handoffs are vague enough that things fall through.
You've closed deals, sure. But you've also watched deals die for no good reason. They were warm. They were interested. And then… silence.
You don't have a lead problem. You have a leak problem.
The Cost
Every lost deal is money you already spent to acquire. The marketing worked. The lead showed up. And then it evaporated because nothing held it.
Revenue is unpredictable—not because demand is unpredictable, but because your process is. You can't forecast because you don't trust the pipeline. You can't scale sales because there's nothing to scale.
Deals die in the handoff. From marketing to sales. From discovery to proposal. From proposal to close. Every transition is a leak.
And the worst part: you don't even know what you're losing. The data doesn't exist.
The Symptoms
- Follow-up is inconsistent or non-existent
- You've lost deals you should have won
- The CRM is a mess no one trusts
- Pipeline stages mean different things to different people
- You can't forecast revenue accurately
- Leads go cold and you don't notice until it's too late
- Handoffs between team members are unclear
- You're not sure where deals are actually stuck
- Closing feels like luck, not process
Common Traps
- Buy a CRM — You have one. It's not the tool, it's the system around it. HubSpot doesn't fix your process.
- Hire more sales reps — More people working a broken process = more waste, faster. You're scaling chaos.
- Sales training — Teaches skills, not systems. Doesn't fix the infrastructure. People learn to sell but still lose deals to process gaps.
- Marketing automation — Gets leads in the door, but doesn't prevent them from leaking out. You're filling a bucket with holes.
The Shift
When the pipeline is controlled, nothing falls through.
Every lead has a status. Every status has a next action. Every action has an owner and a deadline. You see the whole picture—what's hot, what's stuck, what's about to die.
Follow-up happens automatically. Handoffs are clean. Forecasts are accurate because the data is real.
You stop losing deals to chaos. Closing becomes predictable because the process is predictable.
Revenue stops being a mystery. It becomes something you can see, measure, and improve.
The Build
- 1Pipeline Definition — Stages that mean something. Clear criteria for what moves forward and what doesn't. A shared language everyone trusts.
- 2Lead Routing — Automated assignment based on criteria. Right lead, right rep, right time. No manual triage.
- 3Follow — Up Cadences — Sequences triggered by pipeline stage. Automated reminders. Nothing goes dark.
- 4Handoff Workflows — Clean transitions between teams. Marketing to sales. Sales to ops. Defined moments, defined actions.
- 5Pipeline Dashboards — Real-time visibility. What's hot, what's stuck, what's about to close. Numbers you can trust.
- 6Win/Loss Analysis — Track why deals close or don't. Feedback loops that improve the process over time.
What You'll Have
Revenue Engine
A Revenue Engine—pipeline visibility, lead routing, follow-up sequences, handoff workflows, and dashboards that show what's actually happening. Nothing falls through cracks.
Sound like you?
Let's talk about building your Revenue Engine and getting you to Pipeline Control.