The Pipeline Review
£300For practices experiencing an unpredictable pipeline or uncertain flow of work.
What gets reviewed
- Project log
- Sources of work
- Workload patterns
- Concentration risks
- Referral dependency
What the practice receives
- Short findings document
- Observations about work patterns
- Comparison between perceived and actual pipeline structure
- One practical direction or action
Often connects with
- Messaging Review
- Referral Review
- Client Fit Review