Focus on deals that need attention
Outdoo AI's deal boards help you identify high-priority deals that need immediate attention. Use them to make sure action plans and resources are in place. We recommend reviewing the board weekly, especially before 1:1s and pipeline reviews.
Step 1: Review your team's deals
Filter for open deals
- In the Edit Board > Filters section, select the CRM field for "deal status" and set it to "open" (or set "closed won" to false and "closed lost" to false).
Select the time period
- Choose a specific timeframe, such as "Closing this quarter," and toggle the view to Deals.
Add filters and group deals
- Customize the view by adding filters or grouping deals based on your needs.
Validate totals
- Make sure the deal count and total amount match your expectations for each tab.
Step 2: Conduct a pulse check
Examine four key data points to identify areas that need further investigation.
Activity levels
- Sort deals by activity and focus on bidirectional engagement, not just outreach by your rep.
Activity by stage
- Check whether activity levels align with the deal stage.
Next calls
- Verify that follow-up calls are scheduled and that they are timely enough to maintain momentum.
Warnings
- Look for AI-generated warnings that flag potential risks in your pipeline.
Tip: If you are subscribed to the board, use your weekly deal digest email to get an overview of pipeline health before diving into the board itself.
Step 3: Drill down into specific deals
For shortlisted deals, take a detailed look at the following.
Check multi-threading
- In the Activity tab, review whether multiple stakeholders are involved.
Review key interactions
- Analyze recent emails and calls with key contacts. Confirm whether the back-and-forth reflects a healthy deal.
Engagement of key titles
- In the Contacts tab, check that the right decision-makers are active for the current deal stage.
For critical deals, dig deeper to gather more context.
Step 4: Communicate asynchronously with reps
Address specific concerns before your next meeting.
Tag reps in comments
- Add comments on the account or on specific activities, such as calls, to highlight issues or ask questions.
Focus on strategy
- Keep follow-up conversations focused on solutions by addressing factual questions asynchronously.
Set sensitive comments as private
- Limit visibility to the rep if discussing sensitive topics.
Tip: Encourage reps to tag you in comments for input or to flag issues before your meetings.
Step 5: Prepare for 1:1s
Tailor your preparation based on the rep's experience.
Focus on newer reps
- Pay close attention to every deal.
Spot check for experienced reps
- Perform a brief review for your most tenured team members.
Filter deals by rep
- Use the board to view individual reps' deals and repeat steps 1 and 2 to stay updated.
Step 6: Discuss blockers, strategy, and plans
Use your 1:1s or team pipeline reviews to do the following.
Identify issues
- Discuss challenges in deals and identify bottlenecks.
Strategize solutions
- Brainstorm action plans and determine how to move deals forward.
Collaborate across teams
- Tag other team members in comments to share customer context or seek input.
Align ahead of meetings
- If meetings spend too much time on fact-checking, revisit these steps and align with reps on how to prepare for future reviews.