Kommo Pipeline Optimization
Twelve high-leverage tweaks to your Kommo pipeline — from stage design and exit criteria to AI-driven forecasting.
1. Fewer stages, tighter exit criteria
Six stages max. Every stage needs a documented exit — 'meeting booked', 'security review passed'. Vague stages ruin forecasts.
2. Use AI health scores as a stage-move gate
A lead cannot move to 'proposal' unless the copilot health score is > 60. This one rule alone lifts win rates.
3. Auto-tag by ICP fit
On enrichment, tag Tier 1 / Tier 2 / Tier 3 by fit score. Route Tier 1 to your best AE by round-robin.
4–12 in short
Weekly stale-deal sweep, automated lost-deal debrief, stage-time SLA alerts, competitor-mention flag, no-response cadence, timezone-aware next-touch, calendar link in every note, per-stage playbook attached, and monthly forecast vs actual review.
FAQ
How often should we redesign the pipeline?
Once a year at most. Constant redesign destroys the historical data you need for forecasting.