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Template·Songbird·Markdown

Weekly Sales Pipeline Review Agenda

Run this every Monday, same time, in under 30 minutes for a book of 25 deals. Keeps the pipeline honest and the forecast defensible.

Who it's for

Sales managers, founders selling directly, revenue operations leads.

How to use this template

  1. 1Read the exit criteria out loud for each stage — it's the whole point.
  2. 2Any deal that slips two weeks in a row goes to nurture, no exceptions.
  3. 3End with the forecast total, not a discussion of individual deals.
Licence

Free to use commercially. Adapt freely for your organisation — attribution to Nightingale Software is appreciated but not required.

Songbird

Skip the spreadsheet — get the software.

Songbird

CRM for people-first sales teams

This template is a great starting point. The Songbird product turns it into a live system — with reminders, audit trail and the rest of the workflow built in. Free Starter tier, no credit card required.

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