
Pipeline context
Separate inquiries, accepted leads, opportunities, and closed business. Long sales cycles need reporting that allows for delay. Look for gaps between what the business offers and what visitors understand.
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




