Wingmen Experts
Pipeline Reality Check: How reliable is your pipeline really?
The Pipeline Reality Check is a structured 90-minute assessment of your pipeline reality.
Afterwards, you know how reliable your pipeline and forecast are today and which three levers make the biggest difference first.
Want to check first whether the Reality Check fits your situation? Book a Clarity Call
What the Pipeline Reality Check is
In 90 minutes, we look at your pipeline together as it stands in the CRM and as sales actually works it day to day: sales stages, qualification, next steps, forecasting logic and the handoffs in between.
The Reality Check is deliberately compact and clearly bounded. You get an external view of the reality behind the numbers, with no commitment to a follow-on project.
Typical symptoms
The Reality Check is worth it if you recognise one or more of these patterns:
- CRM data, pipeline and forecasts are not reliable enough for management decisions.
- Sales processes are interpreted differently across the team; qualification and opportunity management are inconsistent.
- Information, ownership or momentum gets lost between functions.
- CRM, ERP, reporting and other systems do not form one continuous process.
The result
You receive a one-page summary with:
- an assessment of how reliable your pipeline is today,
- three prioritised levers that make the biggest difference first.
Who the Pipeline Reality Check is for
The Reality Check is designed for established B2B companies that already have customers, revenue and an existing sales process, and need greater clarity around one or more of the following:
- pipeline and forecasting
- CRM and data quality
- qualification and opportunity management
- follow-up and ownership
- cross-functional handoffs
- dependency on individual employees
After the Reality Check
With the three levers, you decide how to proceed.
If the causes sit deeper in the system, the Revenue System Diagnostic is the next step.
Request a Pipeline Reality Check
Request the Pipeline Reality Check directly. If you want to check first whether it fits your situation, book a Clarity Call.