The Monday pipeline review

A 20-minute weekly routine for your team: go through the week's new projects together, decide who takes each one, and clear out the rest.

A short meeting every Monday keeps your pipeline clean and makes sure nobody chases the same job twice. ClearTract does the gathering over the week; your team spends 20 minutes deciding.

Before your first Monday

Set this up once. It takes about 10 minutes.

Make a shared list

1. In the sidebar, next to Lists, click New.
2. Name it, for example “Team pipeline”, and choose Shared with org so everyone sees it.
3. Click Create list.

Make two more shared lists the same way: “Pursuing” for jobs someone is working, and “Passed” for jobs you’ve decided against. See Lists and Sharing with your team.

Point a weekly feed at it

1. Next to Smart Feeds, click + New.
2. Choose Weekly and set the filters for the work your team goes after.
3. Check the preview and click Looks right.
4. Under Send to, choose Add to a list and pick “Team pipeline”. Add Email me if you want the summary in your inbox too.
5. Name it and click Create feed.

Weekly feeds arrive on Monday at 8am by default, so the new projects are waiting when the meeting starts. Want a different day or time, like Friday afternoon? On Professional you can change it in Feed settings…. See Create a Smart Feed.

Screenshot comingList page 'Team pipeline' with a Shared pill in the header, three rows ticked, and the bar above the table showing Add to list, Move to list and Remove from list

The 20-minute agenda

Minutes 0 to 10: go through what’s new

Open “Team pipeline” on a shared screen and click through this week’s new projects. For each one, check the stage, the scope and Est. value, and who’s on the Contacts tab. See Project details.

Make a quick call on each: chase it or pass.

Minutes 10 to 15: decide who takes it

For each project you’ll chase, open the Timeline tab and use Add note to record who owns it and what’s next, for example “Maria: call the architect by Wednesday”. Notes are shared, so the whole team sees who’s on it.

Then tick those projects and use Move to list to send them to “Pursuing”.

Minutes 15 to 20: enrich the keepers and clear the rest

Open “Pursuing” and click Enrich contacts to get verified emails for the people you’ll contact. You’ll see the most it could cost before anything runs. See Contacts and enrichment.

Back in “Team pipeline”, tick everything left and either Move to list to “Passed” (handy if you want to look back later) or Remove from list to clear it out. Start next Monday with an empty list.

Keep it going

• Check last week’s notes. Before the meeting, scan the notes on projects in “Pursuing” to see what moved.
• Review the feed now and then. If the list is too long to get through in 10 minutes, tighten the feed’s filters. If it’s often empty, widen them.
• Needs Professional Let AI do the prep. With your AI assistant connected, ask it to summarize the new projects in “Team pipeline” before the meeting starts.