Sales pipeline · Interactive

How warm is your pipeline, really? Take its temperature in sixty seconds

Optuny Insights · 9 min read · Try the tool, share the page

Everybody says their pipeline is full. Almost nobody can tell you how warm it is. The difference matters, because a cold pipeline that looks full is the most expensive thing in a company. It eats a quarter before anyone notices. Here is a reading you can take in a minute, and what to do with the result.

Quick take Pipeline temperature is not the number of deals. It is how recently you touched them, how many replied, how many have a live reason to buy right now, and how many new names came in this month. Five inputs. Slide them below and see where you land.
Pipeline temperature checkLive · no data leaves this page
Real touches: an email a person wrote, a call, a LinkedIn message. Not a newsletter.
Any human reply counts, including "not now".
Funding, new hire, expansion, filing, contract, leadership change. Something that happened in the last 60 days.
HotWarmCoolCold
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Reading…

    Why "full" and "warm" are different things

    A pipeline is a list of people who might buy. Warmth is how many of them are moving. You can have 300 accounts in a CRM and 290 of them have not heard from you in six weeks. That is a directory, not a pipeline. You can also have 40 accounts and 15 of them replied this month. That is a business.

    The reason this gets confused is that CRMs count records and people count records. Records are easy. Movement is hard. Movement means someone touched the account recently, someone on the other side responded, and there is a reason for them to act now rather than next year. Those three things are what the reading above is measuring.

    A cold pipeline that looks full is the most expensive thing in a company. It eats a quarter before anyone notices.

    The five inputs, and why each one

    1. Named accounts touched this week

    Not impressions, not opens, not a drip campaign. A touch is a message a human wrote to a named person at a named company, or a call, or a comment on their post that says something. If the number is under 25 for a company that needs to grow, the pipeline is cooling whether it looks like it or not. Volume alone does not make it hot, but zero volume guarantees it goes cold.

    2. Reply rate

    Replies tell you whether the list is right and the message is right. A low reply rate on a high touch count usually means one of two things: you are writing to the wrong people, or you are writing to the right people about the wrong thing. Both are fixable in a week. A "no" is a reply. Silence is the enemy.

    3. Meetings in the last 30 days

    The only number the CEO actually cares about. We use 30 days because 90 hides too much. If you booked eight meetings last quarter and seven of them were in the first two weeks, you do not have a pipeline. You had a good fortnight.

    4. Share of the list with a live signal

    This is the one most teams never measure and it is the one that predicts the next month. A signal is a reason to act now: they raised money, they hired a VP of the thing you sell into, they opened a facility, they filed something, they lost a supplier, they won a contract, a competitor got acquired. Accounts with a signal reply at several times the rate of accounts without one. If less than a fifth of your list has a live reason to talk to you, your outreach is running on hope.

    5. Days since you added new accounts

    Pipelines rot. People leave, priorities change, budgets close. If the list has not been refreshed in a month, you are working a photograph of a market that no longer exists. Healthy programs add names every week, and retire names every week too.

    What a hot pipeline looks like on a Tuesday

    This is how it looks from the inside when it is working. Monday morning, someone pulls the signals that fired over the weekend: two target accounts announced funding, one hired a new operations lead, one appeared in a trade article. Those four move to the top of the week. By Tuesday, all four have been written to by name, referencing the thing that happened. Two reply by Thursday. One books. The other says "talk to me in Q1", which goes in the calendar with a date, not in a folder marked nurture.

    Meanwhile the rest of the list is getting steady, personal touches at a pace a human can sustain, the report at the end of the week shows what was sent, who replied and who met, and 20 new names came in from the research side to replace the 15 that were retired. Nothing about that is magic. It is a routine. The routine is what most companies do not have.

    WeeklyHow often the list should be refreshed and the signals re-pulled. Not monthly. Not "when we get to it".
    48 hoursThe window to reach an account after a signal fires, before everyone else who saw the same news does.
    One pageThe length of the weekly report that keeps a pipeline honest: touched, replied, met, stalled, next.

    If your reading came in cold

    Do not buy a bigger list. That is the reflex and it makes it worse. Do these three things in order.

    The warm-up, in order
    • Cut the list to the 50 accounts that have a signal or a real reason to buy. Work only those for two weeks.
    • Rewrite the first message so the first sentence is about them, specifically, and the last sentence asks a question a busy person can answer in one line.
    • Book a standing 30 minutes every Friday to read the replies, log what stalled and add ten new names. Do not skip it for a client call.

    Two weeks of that and the reading moves. Not because you did more. Because you did the right things to the right people at the right moment, which is the whole game.

    Common questions

    Is this just for B2B sales?

    No. Swap "accounts" for investors, journalists, franchise candidates, landowners, donors or podcast hosts and the reading works exactly the same. Every one of those is a list of named people who need a reason to act now.

    What if I am a founder doing this alone?

    Then your numbers will be smaller and the reading will still be honest. Twenty good touches a week from a founder beats 500 from a tool. Just keep the list refreshed and read the replies.

    What if I do not want to run this myself?

    That is what a business development desk is for. We build the list, watch the signals, do the outreach by name, and you take the meetings. Here is how it works.

    Want this run for you every week?

    We build the list. We do the outreach. You take the meetings. Any industry.

    See the play for your company