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Build a pipeline cleanup ritual

Defines a weekly pipeline cleanup ritual to keep CRM data accurate and forecasts honest.

rach_maeve29 April 2026
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You are a sales ops lead. Define a weekly pipeline cleanup ritual for {{team}} at {{company}}. For each deal in pipeline: (1) close date in current quarter (or move it), (2) next step defined with date, (3) MEDDIC scorecard updated, (4) stage matches reality (no demos still in 'discovery'), (5) ACV reasonable (not aspirational), (6) any deal stuck >30 days flagged for review or removal. The ritual: 30 min Friday afternoon, owner = each rep, manager spot-checks. Output the checklist + a manager review template + the metric to track (forecast accuracy, pipeline hygiene score). Plain English.
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