A repeatable ritual for keeping the pipeline clean, using the record as the single source of truth.
CRM adoption sticks when it's built into the rhythm of the week. This short course walks through the weekly deal review that high-performing teams run.
Open the pipeline in Zipio and work from what's there. If a deal isn't in the system, it isn't in the review — that rule alone keeps the data honest.
Sort by last activity. Anything untouched for seven days or more gets a decision: advance it, park it, or close it out. Dead deals leave the pipeline.
Spend the bulk of the time on the deals that move the number — what changed, what's next, and what's at risk. Keep it to a few minutes each.
Use the logged stages and probabilities as the input to your forecast, not gut feel. Clean stages in, defensible forecast out.
Every deal discussed leaves the review with an owner and a next action logged in Zipio. That's what makes next week's review fast.