Pipeline audit
A working session before you commission a board
The pipeline audit is how Content Cornerhub decides—with you—whether a full sales pipeline dashboard build, a lighter account review, or a forecast workshop is the right move.
What we cover in 90 minutes
- Current stage definitions and how managers actually use them in reviews
- Availability of opportunity history, aging fields, and account hierarchy
- Pain points in Monday pipeline meetings and forecast calls
- A written recommendation: build, review, workshop, or wait
Who should attend
Ideally a sales leader plus one revenue operations or CRM-savvy contact. Bring a recent pipeline export if you can share it under NDA.
Where
World Trust Tower meeting rooms in Central District, your Hong Kong office, or video. The audit itself is complimentary; travel outside Hong Kong Island may add a logistics fee noted before booking.
After the audit
You receive a one-page note with findings and a fee range for the recommended engagement. No obligation to proceed.
Request an audit slot
Tell us preferred weeks and whether you need on-site or remote. We confirm within one business day.
Request a briefReady for a full build?
If you already know you need the flagship sales pipeline dashboard, review the scope and fee basis, then send a project brief.
Flagship engagement