
Pipeline context
Separate inquiries, accepted leads, opportunities, and closed business. Long sales cycles need reporting that allows for delay. Leave the team with a decision, an owner, and a review date.
Identify users, budget owners, technical reviewers, and final approvers. Each may need different evidence before a purchase moves forward. Leave the team with a decision, an owner, and a review date.
- A written brief
- Named responsibilities
- Agreed review points




