
Pipeline context
Separate inquiries, accepted leads, opportunities, and closed business. Long sales cycles need reporting that allows for delay. Choose the next task from the review rather than repeating the calendar.
Identify users, budget owners, technical reviewers, and final approvers. Each may need different evidence before a purchase moves forward. Choose the next task from the review rather than repeating the calendar.
- A written brief
- Named responsibilities
- Agreed review points




