Date & time for the next meeting
No confirmed next meeting = Falldown. That deal is not forecastable. Full stop.
Proprietary Diagnostic
A one-week diagnostic that tells you exactly what your pipeline is worth. You leave knowing which deals are real, which are stalled, and what your managers need to do about it — before your next forecast call.
How It Works
The SFI™ doesn't ask reps how they feel about a deal. It asks the pipeline four questions it cannot answer with optimism.
No confirmed next meeting = Falldown. That deal is not forecastable. Full stop.
When did the rep last actually speak with the prospect? Not emailed. Spoke.
Has this close date moved more than once? A sliding date is a deal telling you the truth.
Does the manager know the real status of this deal? If not, neither does your forecast.
What You Leave With
Robert runs every open opportunity through the four checks. Quietly. No rep interviews, no disruption to selling time.
Short, structured sessions with your sales managers. What they know, what they assume, and where the gap lives.
One number: how much of your pipeline is real. Plus the deal-by-deal breakdown behind it.
Exactly what your managers need to do — this quarter, in this order — to make the number real.
Investment
"Before Robert, our pipeline reviews were diplomatic. After, they were accurate. That is a different business."Cardi Prinzi · VP Sales · Pacnet · Telstra · 125 salespeople across 6 markets
Start Here
A 30-minute conversation first. Both sides determine whether there is a genuine fit. Only then does the SFI™ begin.