What's inside
What gets discussed first, and what to ask about it
Four segments in the same order every week, stalled deals first. Four questions for each stalled deal, and the red flags that say a deal needs another look.
- The review order and the time each part gets: stalled deals (10-15 minutes), this week's estimates and proposals (5-10), deals closing this week (5), then new leads.
- Four questions for every stalled deal, including what the homeowner is waiting on and whether a real next step is scheduled.
- Four red flags, from a stage that changed with no activity logged to deals bunching up at the end of the month.
- Four mistakes that turn the review into a status report, like going through deals in CRM order instead of by risk.
Two pages. Bring it to your next sales meeting and run the four segments in order.