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PIPELINE-MANAGEMENT5 MIN READ

Sort Reasons to Advance vs. Reasons to Hold

Classify which facts justify advancing a stage and which ones require holding the deal.

Sort each statement into “advance stage” or “hold / re-qualify.” Advance stage Hold / re-qualify The buyer confirmed success criteria and booked the next review. The rep thinks the account is strategic and worth keeping late. The approver joined the process and accepted the commercial timeline. The buyer asked for slides but would not commit to another meeting. Procurement opened the paper and provided the next required milestone. The champion says they are interested, but no decision path is known.

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