Secure a “closing soon” deal
Spot the signal
- NBA Closing soon on the Kanban card
- Entry on the attention list in CRM Workspace
- Deal value and stage Proposal / Negotiation
Pre-close checklist
- Decision maker marked on the lead profile?
- Next action with a date (not “someday”)?
- Timeline: last meeting and open objections documented
- CRM sync: stage and amount match HubSpot/Pipedrive/SF (CRM sync)
If it stalls
- Short call or WeCom ping instead of a long email
- Reference the proposal version in a note
- If delayed: adjust close date and stage realistically
Pipeline overview: Pipeline and Kanban.