intermediate · 90–90 min
The Pipeline Scrub and Flow Workshop
Unclog your sales funnel. Identify where deals go to die and how to move them to 'Closed Won.'
About this session
Sales pipelines often fill up with stagnant deals that inflate forecasts but never actually close, creating friction between sales and marketing. This workshop provides a 90-minute framework to audit the funnel, isolate specific stages where momentum stalls, and decide which leads to prioritize or discard.
Why it works
The session forces sales and marketing teams to stop debating individual leads and start identifying the systemic friction points that slow down the entire cycle. By aligning on what a stuck deal looks like, teams can apply a consistent set of rules to move high-value opportunities forward while cleaning out the noise.
What you’ll walk away with
- Clear actionable outcomes from a 4-step facilitated process
- Increased participant engagement and buy-in
- Documented decisions and next steps
- Improved team alignment on the topic
Who it’s for
Sales Leaders, Marketing Teams
Frequently asked questions
Who should facilitate this workshop?
This workshop works best when led by someone comfortable with facilitation. Ideal for Sales Leaders or external facilitators working with sales & marketing teams.
How long does this workshop take?
Plan for 60-90 minutes depending on group size. The 4 activities are designed to flow together smoothly.
Run this session with METODIC
Get the full agenda, activities, timing, worksheets, and a facilitator guide for “The Pipeline Scrub and Flow Workshop” — ready to run in minutes, for any workshop, meeting, or team session.