Free worksheet · Pipeline audit
Find every leak in your pipeline in 30 minutes.
All 25 checks are below, free. The worksheet scores them for you, grades your pipeline out of 100 and turns every No into a dated fix.
- stages
- 5
- checks
- 25
- minute read
- 3
Pipeline Audit Worksheet
Find every leak in your pipeline in 30 minutes.
- Self-scoring workbook XLSX
- Printable worksheet PDF
The same grade bands as the 2-minute CRM Audit Scorecard, so the two always agree.
Work through this stage by stage with your real pipeline open beside you. Each unchecked box is a leak: a place where a lead, a deal, or a renewal can slip through. Score yourself honestly: the gaps you find here are the revenue you're already losing.
New & uncontacted leads.
The fastest-leaking stage. Speed-to-lead decides most of these.
0 of 5 checked
Qualifying & discovery.
Where you confirm fit before spending real time.
0 of 5 checked
Proposal & negotiation.
The classic black hole: proposals sent, then silence.
0 of 5 checked
Closing & handoff.
Won or lost, capture the lesson either way.
0 of 5 checked
Pipeline hygiene (all stages).
The cross-cutting checks that keep the whole thing trustworthy.
0 of 5 checked
Pipeline Audit Worksheet
Find every leak in your pipeline in 30 minutes.
- Self-scoring workbook XLSX
- Printable worksheet PDF
Let the audit run itself.
Karrie's opt-in daily check-in flags stale deals, overdue tasks and low-odds deals, so your pipeline gets this audit every day, not just the day you run it.