Who this is for
Studio managers
Why this matters
Most execution breakdowns are not effort problems — they’re clarity problems.
This rhythm:
Creates ownership
Surfaces blockers early
Builds trust
When to do this
Once per week
20–30 minutes
Same day every week
How to do this in Pipeline
Step 1: Review Task Completion
Focus on:
What was completed
What’s overdue
Why (not who)
Step 2: Review Lead & Member Follow-Up
Ask:
Were all new leads contacted?
Were low-engagement members checked in on?
Step 3: Address Blockers
If tasks aren’t getting done:
Is ownership unclear?
Is the workload unrealistic?
Is training missing?
Pipeline shows patterns — use them.
What “good” looks like
Few overdue tasks
Managers proactively flag issues
Owner doesn’t need to chase
Common mistakes to avoid
Ignoring recurring patterns
Skipping the meeting when things feel “fine”
Next step
👉 Lead Conversion Best Practices


