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Technology Assurance Group

Sales Accelerator Series – Session 3
Sales Pipeline Management That Actually Works -
Creating Visibility, Momentum, and Control
- April 1

A woman stands beside a flip chart, presenting to a group of five seated colleagues.

Join us for Part 3 in the Sales Accelerator 10-Part Series!

DESCRIPTION: Most sales teams technically have a pipeline—but very few actually manage it. Deals sit in stages too long. Forecasts feel unreliable. Reps are confident right up until the end of the month, when reality hits. Leadership asks for updates, but the answers are vague, optimistic, or inconsistent. The problem isn’t effort or intent—it’s the absence of a disciplined pipeline management process.

In this session of TAG’s Sales Foundations Series, we will break down what effective pipeline management really looks like—and why it’s one of the most critical foundations of a healthy sales organization.

Pipeline management is not about CRM hygiene or filling out fields after the fact. It’s about creating shared visibility into where deals truly stand, what needs to happen next, and which opportunities deserve continued investment of time and energy.

When pipeline stages are unclear, exit criteria are undefined, or deal progression isn’t inspected regularly, sales teams lose momentum—and leadership loses control.

This session focuses on building a pipeline that reflects reality, supports coaching, and enables predictable outcomes.

In this session, you'll learn how to:

  • Define pipeline stages that reflect real buyer progress, not hope
  • Establish clear exit criteria so deals don’t stall unnoticed
  • Identify early warning signs when opportunities are at risk
  • Use pipeline reviews as coaching tools—not status updates
  • Create consistency in how deals are advanced across the sales team

A well-managed pipeline doesn’t just show you where deals are—it tells you what action is required and where leadership attention should be focused. When pipeline discipline is in place, sales teams stop reacting to surprises and start controlling outcomes.

INSTRUCTORS: Andrew Schmitt and Dale Stein/TAG

Wednesday, April 1 at 10:00 am Pacific

CLICK HERE TO REGISTER
(You can also register for the remaining classes in the series as well)

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Technology Assurance Group - TAG
9655 Granite Ridge Drive
Suite 200
San Diego, CA 92123
Phone: (858) 946-2108
info@tagnational.com

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