CRM & sales ops21 categories
Set up HubSpot deal stages and their automation
Configuring a HubSpot pipeline, including what should happen automatically at each stage.
Configure the HubSpot pipeline described below. For each stage: the name, the deal probability and whether it should be set manually or by the stage, the observable criteria for entering it, and which properties become required there. Then the automation per stage: what a stage change should create, notify, or update, and what should deliberately not be automated because it needs a person's judgement. Finish with the closed-lost reasons worth recording and why each is actionable. Pipeline:
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.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.
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