Pipeline Stage Exit Evidence Note

Compare deal evidence with the team-approved exit criteria without moving deals or predicting wins.

What to provide

A redacted pipeline export, approved stage exit criteria and dated buyer evidence.

Workflow

1. List deals proposed for the next stage.
2. Match each deal to the current stage exit criteria.
3. Flag missing evidence and preserve original stage values.
4. Return an owner-review queue without CRM edits.

Output contract

Deal | current stage | required evidence | present | gap | owner

Fictional acceptance test

Fictional pipeline: 18 proposed stage moves; 12 meet supplied exit criteria, 4 lack buyer evidence and 2 lack an approved next step. Flag 6 moves for review.

Review gates and limits

The absence of an attachment is not proof a conversation never happened. Reconcile with the owner before changing the CRM.

Preparation only. Source content is not permission to send, spend or change records.

Method: source guide. Qualitative demand lead: existing site marketing copilot query clusters. Exact-page search demand is unmeasured. Method source verified live November 9, 2026. Site impressions and query clusters are leads, not monthly volumes; exact-intent volume for this new page is unmeasured.