Operations / guide / v1.0
Fifteen-Minute Pipeline Review
A free, time-boxed Markdown worksheet for checking whether every open inquiry has a clear owner, next action, and review date.Small operators who want a short, repeatable check of inquiry ownership, next actions, and review dates. The current license is personal use.
- Status
- Free download
- Access
- Free
- Version
- 1.0
- Support
- Self-serve documentation
- License
- Personal use
- Delivery
- The Markdown file downloads immediately; the detail page explains its sections, use, and limits.
File manifest / v1.0
Everything included, before download.
- Fifteen-Minute Pipeline Review worksheet in Markdown
- Compatibility
- Markdown readers, Plain-text editors, Word processors
- Documentation
- The worksheet contains the full setup, four timed review passes, decision prompts, a closing record, privacy cautions, and limitations in one portable file.
- Support
- Self-serve documentation
- License
- Personal use
- Updates
- A material correction or change to the review sequence receives a visible version and dated history entry. Downloaded copies do not update themselves.
The Markdown file downloads immediately; the detail page explains its sections, use, and limits. MethodCo does not create an account, start a subscription, or store a copy of your completed file.
Review the whole path, not only the inbox
A pipeline review is a short decision practice. It checks whether a genuine inquiry can move from arrival to a useful response without becoming an unowned note, an ambiguous status, or a promise that no one has scheduled.
The worksheet begins with the smallest workable evidence: the current list of open inquiries, the place new inquiries arrive, the person responsible for replies, and the calendar or list where promised actions become visible.
Four passes in fifteen minutes
The review separates capture, ownership, next actions, and closure so that one confusing row does not consume the entire session. Each pass ends with a decision rather than another layer of notes.
The finish is intentionally modest: every open item has one owner, one next action, and one review date; completed, declined, duplicate, or no-longer-active items have an honest closing state.
Limitations and responsibility
This worksheet does not send a message, synchronize a system, determine whether contact is appropriate, or guarantee a response or sale. It cannot establish permission, legal retention requirements, or a professional duty for the person using it.
Keep sensitive information out of the worksheet unless it is necessary, authorized, and protected. A person remains responsible for every claim, promise, follow-up decision, closing decision, and exception.
Method Digital standard
Version, document, and bound every tool; never imply a file is an app, automatic system, or decision-maker.
The detailed public commitments and refusal list live in one place.
Read The Standard