Deal Pipeline Best Practices
← Learning Center / Operations
3 min read
Stage your pipeline consistently:
Moving deals forward faster:
1. Run a Gap Analysis as early as possible — it gives you a data-backed conversation starter instead of a generic product pitch.
2. Use the Pitch Builder immediately after Gap Analysis to generate a client-ready email. Send it the same day while the conversation is warm.
3. Set a next-action date for every deal. Parametric is a new concept — most clients need 2-3 touchpoints before they're ready to bind.
When to mark "Lost":
Don't let dead deals clutter your pipeline. If a client hasn't responded in 30 days after two follow-ups, mark it Lost and move on. You can always reopen it later.
Tracking bound revenue:
Use the estimated premium field to track your pipeline value. A healthy parametric book of business has a 60%+ renewal rate — factor that into your revenue projections.
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