The situation: A marketing manager runs this audit before the quarterly sales and marketing alignment meeting. Six active pipeline accounts, various deal stages.
Pipeline coverage audit
| Account | Stage | ACV | Last marketing touch | Category |
|---|
| Dunmore Analytics | Proposal | $72K | Never | ❌ NO COVERAGE |
| Ashford Platforms | Negotiation | $95K | Never | ❌ NO COVERAGE |
| Crestline Software | Discovery | $60K | 112 days ago | ⚠ STALE |
| Briarway SaaS | Discovery | $50K | Never | ❌ NO COVERAGE |
| Greenway Cloud | Proposal | $45K | 34 days ago | ✓ ACTIVE |
| Halcyon Data | Discovery | $38K | Never | ❌ NO COVERAGE |
Priority action list — sorted by ACV
1. Ashford Platforms · Negotiation · $95K · NO COVERAGE
Contact validated: D.R., Head of Sales Strategy & Ops ✓ Additional Lusha contacts: M.L., Head of Sales Operations ✓ · CFO not yet identified Account signal: No signal
This deal is at Negotiation stage and marketing has never touched the domain. At $95K, it’s the highest-value uncovered account.
Coverage recommendation:
- Multi-thread: M.L. is verified and not in the sales thread — marketing can send a relevant case study to M.L. directly without crossing the AE’s primary relationship with D.R.
- Content: Send the mid-market SaaS data quality case study to D.R. as a “thought you might find this useful” touchpoint from marketing — provides social proof at a critical stage without interrupting the negotiation.
- Do not run paid retargeting during active negotiation — signals uncertainty.
2. Dunmore Analytics · Proposal · $72K · NO COVERAGE
Contact validated: T.K., VP of Sales ✓ Additional Lusha contacts: VP of Revenue Operations — verified separate contact available Account signal: Series B closed 18 days ago
Coverage recommendation:
- Paid: Series B companies actively research vendors. Run LinkedIn paid to the Dunmore domain targeting RevOps and Sales titles — reinforce the brand while the proposal is under review.
- Multi-thread: VP RevOps is verified and separate from T.K.’s thread. Marketing can engage with a funding congratulations + relevant content send.
3. Crestline Software · Discovery · $60K · STALE (112 days)
Contact validated: R.V., VP Revenue Operations ✓ Account signal: Hiring surge +22% in the last 30 days
Coverage recommendation:
- Re-engage: last marketing touch was 112 days ago — the hiring surge is a fresh reason to reach back out. Send an event invite or relevant content referencing the headcount growth.
- Timing: hiring surge makes this a NOW window. Don’t wait for the next newsletter cycle.
4. Briarway SaaS · Discovery · $50K · NO COVERAGE P.O., VP of Sales ✓ · No signal · No additional contacts found above VP floor Coverage recommendation: Add to next event invite batch. No signal — no urgency.
5. Halcyon Data · Discovery · $38K · NO COVERAGE S.P., VP RevOps ✓ · No signal · Secondary contact available via Lusha Coverage recommendation: Content send from marketing. Lowest ACV in the audit — sequence after higher-priority accounts.
No action needed: Greenway Cloud — active marketing coverage within 90 days ✓
Slack summary posted to #marketing
📊 Pipeline coverage audit — 4 accounts with no marketing coverage · 1 stale · 1 active Highest priority: Ashford Platforms ($95K, Negotiation) and Dunmore Analytics ($72K, Proposal) — both have verified additional contacts marketing can engage now.
Summary: 4 no coverage · 1 stale · 0 single-threaded · 1 active
Illustrative example — fictional company names used. Run with your own pipeline data to see live results.