
Pipeline context
Separate inquiries, accepted leads, opportunities, and closed business. Long sales cycles need reporting that allows for delay. Use support requests to find information that is missing or unclear.
Identify users, budget owners, technical reviewers, and final approvers. Each may need different evidence before a purchase moves forward. Verify the next step while there is still time to correct a problem.
- A written brief
- Named responsibilities
- Agreed review points




