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Sales Operations

Pipeline Hygiene SentinelA CRM that tells you the truth about the quarter.

It reads the pipeline continuously and raises the records that have gone quiet, so a rep hears about a slipping deal while it is still winnable.

What Pipeline Hygiene Sentinel doesFlags every stale or contradictory record the day it slips, with the reason it was raised.
Its named limitIt flags and escalates. It never edits a deal, changes a stage or moves a close date.
The problem

Three ways a pipeline stops being true.

01

Close dates slip in silence. The date moves, nobody is told, and the forecast keeps counting it as this quarter.

02

Stages mean different things. One rep's commit is another's best case, so the roll-up adds up numbers that are not comparable.

03

Hygiene is a Friday chore. It gets done the week before the board meeting, which is the week it is least useful.

What gets built

A daily list of records that need a human decision.

The decision corridor: one lit path clears every gate to a circled check, while unlit gates carry X and question marks
  • Reads the pipeline continuously, not on a Friday, and not only before a board meeting
  • Raises the records that have gone quiet, a close date in the past, a stage that has not moved, an owner who left
  • States why each record was raised, so the rep can disagree with the reason rather than the tool
  • Routes it to the person who can fix it, with the deal still open and still winnable

It runs on read-only access to your systems of record until you widen it. Every action it takes is logged with the reason behind it.

What changes

Three things look different the week after it ships.

TodayA close date nobody challenged
With Pipeline Hygiene SentinelEvery stale record flagged the day it slips
TodayHygiene done before the board meeting
With Pipeline Hygiene SentinelHygiene as a daily, ten-minute list
TodayArguments about the number
With Pipeline Hygiene SentinelArguments about the deal
How it is proved

It runs against your last twenty closed deals before it flags a live one.

Won, lost and the ones that slipped two quarters, labelled by your team, run twice so the result is provably repeatable.

85%pass mark

Below it, or on any unsafe action, it does not ship, and we tell you exactly why. You get the score as a document. The fee buys the truth, not a pass.

Right data pulledMatches your judgmentSafe to act
Further reading

Articles behind this system

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Before you build this

Is this the system that costs you the most?

Pipeline Hygiene Sentinel is one of nine. The Revenue Leak Report says which leak is largest in dollars, so you build the one that pays for itself first instead of the one that sounds most urgent.

Three weeksRead-only accessYours to keep
  • Every leak quantified in dollars
  • An Operating Map naming the sequence
  • Yours whether or not you build with us

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