Focus on deals that need attention
Outdoo AI's deal boards (Opportunities > Pipelines) 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
- Click Edit Board and, in the 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
- Use the date filter to choose a timeframe, such as the current quarter, and switch the view to Deal.
Add filters and group deals
- Customize the view by adding filters or switching tabs to group deals the way you need.
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
- Check the activity column and look for two-way engagement, not just outreach from your team member.
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
- Check the Warnings column for AI-generated warnings that flag potential risks.
Tip: If you receive the weekly activity digest email, use it for an overview before diving into the board itself.
Step 3: Drill down into specific deals
For shortlisted deals, click the deal name to open the deal page and look at the following.
Check multi-threading
- In the Activity tab, check 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 Activity and Deal Pulse tabs, 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 team members
Address specific concerns before your next meeting.
Tag team members in comments
- Add comments on calls and @mention team members 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 a comment's visibility when discussing sensitive topics.
Tip: Encourage team members 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 team member's experience.
Focus on newer team members
- Pay close attention to every deal.
Spot check for experienced team members
- Perform a brief review for your most tenured team members.
Filter deals by team member
- Use the board to view individual team members' 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 team members on how to prepare for future reviews.
Hope this article was helpful. For any queries, please write to support@outdoo.ai