CRM & sales ops21 categories
Write stage definitions people will actually follow
When two reps put the same deal in different stages and the forecast is meaningless as a result.
Write stage definitions for the sales pipeline below. Each stage needs: - Entry criteria: the specific, observable thing that must be true. Not "prospect is interested". - Exit criteria: what must exist before it moves on — a document, a named person, a confirmed budget. - Who can move it, and what evidence has to be in the record. - A typical duration, so anything sitting past that is visibly stuck. Write them so two people looking at the same deal would put it in the same stage. Where the current stage names are vague or overlapping, say so and propose better ones. Stages:
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- 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.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.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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