CRM & sales ops21 categories
What could kill this deal
Before a forecast call, on the deal you keep saying is fine.
Read this deal record and argue that it will not close. Make the strongest honest case against it, using only what is in the record. Look for: a single point of contact, no executive sponsor, no confirmed budget, a compelling event we invented rather than they stated, procurement or legal not yet involved, and a close date that fits our quarter rather than their timeline. Then list what would have to be true for it to close on time, and which of those you can verify this week. If the record genuinely supports the forecast, say so plainly rather than manufacturing concerns. Deal:
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.Score this deal against MEDDIC and show the gapsQualifying an opportunity properly instead of on a feeling about how the last call went.Sanity-check these close datesA forecast where suspiciously many deals land on the last day of the quarter.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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