Pipeline Integrity Diagnostic
Four-week audit of stage definitions, live-deal interviews, and a revised pipeline playbook your leadership team can run every quarter.
Who this is for
VP Sales, CRO, and RevOps leaders at B2B companies with deal cycles longer than 60 days and a CRM already in place. Typical clients sell components, enterprise software, industrial equipment, or multi-year service contracts to procurement and technical buyers.
What you receive
- Current-state map — We document every stage in your CRM, the criteria sellers actually use, and where records diverge from buyer reality.
- Live-deal interviews — Six to ten opportunity deep-dives with account executives and SDRs. We capture blockers, missing stakeholders, and evidence gaps.
- Revised stage model — Clear entry and exit criteria per stage, written in language sellers will use on Monday morning.
- Forecast rubric — Commit, best-case, and pipeline categories tied to buyer actions (signed scope, technical approval, budget confirmation) rather than seller confidence alone.
- Rollout session — A facilitated workshop with managers to practice applying the new criteria on open deals.
What is not included
CRM configuration, marketing automation setup, or compensation plan design. We deliver the operating model; your RevOps team implements field changes in your systems.
Process and timeline
| Week | Activity |
|---|---|
| 1 | Kickoff, CRM export review, manager interviews |
| 2 | Seller interviews on live deals, stage friction log |
| 3 | Draft playbook circulated for comment |
| 4 | Workshop, final deliverable, handoff to RevOps |
Provider
Led by a Magnolia Path principal consultant with prior revenue leadership experience in Taiwan B2B distribution and regional SaaS sales. Supporting analyst documents interview notes and criteria tables.
Preparation
Export open opportunities from the last two quarters, invite two frontline managers to the kickoff, and block 90 minutes for the rollout workshop.
Next step
Submit the contact form with your team size and average deal cycle, or call our Taipei office to schedule a 30-minute scoping call.