<aside> 📋 Frequency: Weekly | Time: 30 min | Trigger: Every Monday morning, before email

</aside>

Without a weekly pipeline review, you operate on feel rather than fact. By Thursday you're surprised by a gap you could have addressed Monday. This SOP gives you a clear read on pipeline depth, active engagement health, and capacity against upcoming demand — before the week's noise makes the signal impossible to hear.

Prerequisites

• Your pipeline tracker (CRM, spreadsheet, or equivalent) open and current through last week
• Your calendar for the next 4 weeks visible
• Last week's pipeline review notes (if available) for comparison

Procedure

1. Open your pipeline tracker and scan every active prospect. Note the last contact date and current stage for each. Flag anything with no movement in 7+ days.
2. Run the Weekly Pipeline Review skill with your current pipeline status — stage counts, open proposals, and any stalled prospects as input. Review the output for pipeline health summary and recommended next actions.
3. Run the Capacity Planner skill with your current client load, projected close dates, and any known upcoming capacity changes. Review the output for utilization forecast and bench-time windows.
4. Cross-reference pipeline close probability against capacity forecast. If a prospect is likely to close in a window where you're already at capacity, decide now whether to adjust timing or create a waitlist position.
5. Identify any stalled prospects (no movement in 7+ days). For each, assign a specific next action with a date. If a prospect has been stalled for 7+ days, trigger the Follow-Up Sequence Activation SOP.
6. Assess total pipeline depth. If you have fewer than 3 qualified prospects in active conversation, trigger the Cold Outreach Batch SOP this week.
7. Record your pipeline snapshot (stage counts, capacity status, key decisions made) in your tracker. This becomes the comparison point for next Monday.

Expected Outcome

You'll have a current pipeline snapshot with every prospect's stage and next action recorded, a capacity forecast for the next four weeks, and a clear set of this week's business development priorities — including any SOPs to trigger based on what the review surfaced.

<aside> ⚠️ Common mistakes:

— Reviewing pipeline without reviewing capacity. You close a new engagement, then realize you're already at 90% utilization. Pipeline and capacity are one system — running one without the other produces half a picture.

— Counting conversations as pipeline. A prospect you haven't heard from in two weeks is not active pipeline. If there's no scheduled next step, it's not a deal — it's a hope. Flag it and act on it this week or remove it from active count.

— Skipping the Monday review because the week feels busy. A full calendar is exactly when this SOP matters most. Busy weeks without a pipeline read are how feast-or-famine cycles start.

</aside>