Sales · Pipeline
A pipeline review that is assembled before the meeting
The forecast meeting is worth having. Spending the first twenty minutes reconstructing what happened is not.
What the worker does
Pipeline management in Polaris means a weekly task assigned to an AI worker with the HubSpot connection. The worker reads every open deal, checks it against the stage definitions in its skill file, and delivers a stage-by-stage review as a comment: what moved, what stalled, what has no next step and no date. Each stalled deal arrives as a proposed task for the rep who owns it.
- Connections
- HubSpot · Slack
- Cadence
- Weekly, before the forecast call
- Output
- Review comment plus one task per stalled deal
Two different meetings
In the first kind, the manager reads the pipeline aloud and each rep explains from memory what happened. It takes an hour and produces a shared feeling rather than a decision.
In the second, everyone has already read the same written review: which deals moved a stage, which have not been touched in fourteen days, which are dated to close this month with no meeting booked. The meeting is about the five hard ones. It takes twenty minutes.
The only difference is that somebody wrote the review. That somebody does not have to be a person.
What the review contains
Movement
Deals that changed stage since the last delivery, in both directions. Backwards movement gets named, because that is the number that predicts the quarter.
Silence
Open deals with no activity for longer than the threshold in the skill file, with the number of days and the owner.
Dates that cannot be true
Deals dated to close inside a window shorter than your average cycle for that stage.
Missing next steps
Every open deal with no next action recorded, which is the single most reliable predictor of a deal that will not close.
What the worker could not check
Fields it could not read or deals with data it did not trust, stated rather than smoothed over.
From review to work
- 1
The worker delivers the review
One comment on the weekly task, structured the same way each week so the comparison is easy.
- 2
Stalled deals become suggestions
Prefilled task suggestions land in the Inbox with the deal, the owner, the lane and a due date already set.
- 3
The rep accepts what is real
One click each. A deal the rep knows is dead gets rejected instead, and that judgement stays with the person who has the context.
- 4
The important ones go to Focus
Deals closing this week sit in the Focus lane, which is pinned first in every view and does not scroll away.
Questions people ask
+Does it write back to HubSpot?
The deliverable is a review comment and a set of proposed tasks. Treat any change to a CRM record as a human action, approved by the rep who owns the deal.
+How does it know what stalled means for us?
You define it during hiring, and it lives in the worker's SKILL.md as a real file. Changing the threshold from fourteen days to seven means editing a line in that document.
+Can each rep get their own review?
Yes. Assign the worker one task per rep, or one per segment, and each delivery is a separate comment on a separate task with its own audit trail.
+What does a weekly pipeline review cost?
It is billed by human-equivalent hours at about $2 each, computed from observable effort and clamped between five minutes and eight hours per session. Every session appears as a challengeable line on the worker's work log.
Related
Sales work, with the admin handed to an AI teammate
Selling is a conversation. Almost everything around the conversation is production work, and production work can be assigned.
CRM cleanup as a standing job instead of a quarterly panic
Nobody sets out to let the CRM rot. It rots because cleaning it is a four-hour job with no owner and no deadline.
The weekly review, written before the meeting starts
A meeting that begins with everyone reading the same document is a different meeting.
Hire an AI SDR
It does the twenty minutes of account research nobody has time for, and hands you a first line that could only have been written about that company.
Connect HubSpot to Polaris
Private-app tokens are scoped where you create them, which makes HubSpot one of the easier connections to grant narrowly.
Focus lane
A commitment for a horizon, not a filter over everything you have.
Work log
The record that makes an unwatched run reviewable afterwards.