CRM & sales ops21 categories
Sanity-check these close dates
A forecast where suspiciously many deals land on the last day of the quarter.
Check the close dates below for plausibility. Flag: dates clustered on quarter end, dates earlier than the remaining stages could realistically take, dates that have already been pushed more than twice, and dates in the past that nobody has updated. For each flagged deal, suggest a date the evidence supports and say what it is based on. Deals:
Making it yours
- Paste your own material where the prompt asks for it. Everything above that line is instruction, not content.
- Delete any rule that does not apply to you. A shorter prompt that fits beats a thorough one that does not.
- If the answer comes back vague, add a line saying what you do not want. Constraints work better than encouragement.
Pipeline and deals. Working out which deals are real, what is actually blocking them, and what to do next week.
Related prompts
Find the deals that are quietly deadA pipeline export where some deals have not moved in months but nobody has closed them.Write stage definitions people will actually followWhen two reps put the same deal in different stages and the forecast is meaningless as a result.What could kill this dealBefore a forecast call, on the deal you keep saying is fine.Score this deal against MEDDIC and show the gapsQualifying an opportunity properly instead of on a feeling about how the last call went.Find the pattern in why we loseA pile of closed-lost records with reasons that are all 'price' and probably are not.Write the handover note for this accountPassing a customer to someone else without them having to read two years of activity history.
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