
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. Check what happens after the customer clicks, submits, or calls.
- A written brief
- Named responsibilities
- Agreed review points




