Pre-Thanksgiving Pipeline Review: Knowing Exactly Where You Stand

Thanksgiving week is here.

Review your pipeline before the holiday.

The Pipeline Snapshot

You need to know:

Deals closing in November Deals closing in December
Contracts pending Active prospects Hot leads for January

Complete picture of your business.

The November Closing Count

Deals scheduled to close this month:

Confirmed closings: _____ Potential closings: _____ Revenue expected: $_____

How will November finish?

The December Projection

Contracts that could close December:

In contract now: _____ Need to contract this week: _____ Projected December closings: _____ Projected December revenue: $_____

December outlook clear?

The Pending Contract Status

For each pending deal:

Inspection complete? Appraisal ordered? Financing status? Title work clear? Issues to address?

Know every deal's status.

The At-Risk Identification

Which deals might fall through:

Financing problems Appraisal issues Inspection concerns Cold feet signs

Address problems now.

The Active Prospect List

Buyers actively looking:

How many? Showing history? Decision timeline? Likelihood to contract?

Who converts to contract?

The Listing Pipeline

Sellers in process:

Consultations scheduled Preparing to list Listing agreements signed Coming soon properties

What listings are coming?

The Hot Lead Inventory

Leads ready to move:

Contact in last 7 days Responded to outreach Appointments scheduled High probability

Who do you work this week?

The Warm Lead Count

Medium-term prospects:

60-90 day timeline Some engagement Need nurturing Potential for January

Who moves to hot in December?

The Year-End Revenue Projection

Calculate 2025 total:

Closed year-to-date: $_____ November closings: $_____ December closings: $_____ Total 2025 projection: $_____

Will you hit your goal?

The Gap Analysis

If projection is below goal:

Gap amount: $_____ Transactions needed: _____ Where to find them: _____ Realistic to close gap: Yes/No

Know the truth.

The January Setup

Pipeline for new year:

Appointments scheduled January Hot leads for January Listing consultations booked Follow-ups planned

January pipeline exists?

The Database Temperature

Rate your database engagement:

Active conversations: _____ Scheduled follow-ups: _____ Recent touches: _____ Relationship strength: Good/Needs work

Database health check.

The Lead Source Performance

Which sources produced 2025 deals:

Database: _____ deals Online leads: _____ deals Past clients: _____ deals Sphere/referrals: _____ deals Other: _____ deals

Know what works.

The Time Investment Review

Where did you spend time:

Prospecting hours per week: _____ Appointments per week: _____ Admin per week: _____

Time allocation effective?

The Conversion Metrics

Track your ratios:

Calls to conversations: _____% Conversations to appointments: _____% Appointments to contracts: _____% Contracts to closings: _____%

Know your numbers.

The Problem Identification

What's not working:

Lead source that failed Activities that wasted time Systems that broke Skills that need improvement

Fix problems in 2026.

The Success Recognition

What worked well:

Best lead sources Effective activities Strong relationships Skills that paid off

Do more of what works.

The Holiday Week Plan

For Thanksgiving week:

Active deals needing attention: _____ Calls to make: _____ Emails to send: _____ Appointments: _____

Clear plan for short week.

The Post-Holiday Strategy

For week after Thanksgiving:

Appointments to book: _____ Prospects to call: _____ Listings to launch: _____ Contracts to push: _____

Return with momentum.

The Accountability Check

Did you hit your goals:

Annual transaction goal: Yes/No Annual income goal: Yes/No Database growth goal: Yes/No Personal goals: Yes/No

Honest assessment.

The Gratitude Reflection

Before Thanksgiving:

Best deals of the year Favorite clients Supportive relationships Personal wins

Appreciate the good.

Your Thanksgiving Review

Today or tomorrow:

Pull all deal reports Count your pipeline Calculate projections Identify gaps Plan next steps

Complete pipeline picture before Thursday.

Know where you stand. Plan where you're going.

Tiffany Hampton is a seasoned real estate leader and MAPS Coach with over two decades of experience helping agents succeed through leadership, coaching, and innovative strategy. As the founder of AgentGrowth365.com, Tiffany delivers proven systems, tools, and training that empower agents and market center leaders to grow with clarity and purpose. Whether you're looking to hit 24 transactions, streamline your coaching systems, or lead your business with impact, AgentGrowth365 offers a full suite of solutions designed to meet today's challenges and scale tomorrow's success.