REAL ESTATE BOSS
PIPELINE REVIEW SCORECARD

Use this one-page scorecard before a weekly pipeline review. Focus the live conversation on exceptions and decisions, not routine updates.

WEEK OF:
MEETING OWNER:

CORE SIGNALS
- New qualified conversations:
- Active opportunities with a dated next action:
- Opportunities missing a next action:
- Overdue follow-up commitments:
- Opportunities that advanced this week:
- Opportunities that stalled this week:

EXCEPTION REVIEW
For each priority opportunity, record:
Client or opportunity:
Current stage:
What changed:
Next action and due date:
Owner:
Blocker or decision needed:

COACHING CHECK
- Is the client context current and specific?
- Is the next action helpful, observable, and dated?
- Does the record show what support the owner needs?

MEETING COMMITMENTS
Decision / action:
Owner:
Due date:
Review date: