How to conduct the CRL Thursday Review

While CRLs typically also serve as the Deal Owner, even when you are not, you are ALWAYS accountable for the data of your deals and clients.

By end of day Thursday, CRLs are expected to review their pipeline and actively note that each deal is up to date—inclusive of new business, expansion, and renewal deals.

Here's how to do that:

1. Review your open deals that are assigned to you as a CRL
2. Confirm that these data are accurate:
   • CRITICAL to confirm each week:
     • Stage
     • Amount
     • Close Date (the day we know we win/move to 75%)
     • Estimated Start
     • Estimated End
   • Double Check as needed:
     • Deal Type
     • GRL, CRL, Deal Owner
     • Vertical, Agency, Practice
3. Add note to the deal — which is easiest done directly from the report:

 

CRLs should also confirm that their list of open deals is complete. If they're working on something not on the list, they should track it down and/or add it.