Objective
Review every active deal. Advance what's progressing, intervene on what's stalling, and close out what's dead. Your pipeline should be accurate, not optimistic.
Outcome
A clean pipeline where every deal has a clear next step and accurate stage.
When
11:00 AM
Duration
20 min
Steps
5
Prompts
5
Get your full pipeline health
1 minDeal health scores (0-100) with momentum tracking. The AI calculates based on activity frequency, stakeholder engagement, stage velocity, and buyer signals.
Prompt
Show me my pipeline health. Which deals are accelerating, which are stalling, and which are at risk? Sort by deal value.
Expected result
Every active deal with health score, momentum direction (accelerating/stable/stalling/at_risk), and value.
Triage stalling deals
3 minStalling deals need a specific intervention, not a generic check-in. The AI identifies the right person and a signal-based reason to re-engage.
Prompt
For each stalling deal, what was the last activity and who should I reach out to? Give me the specific person and a reason to reach out.
Expected result
For each stalling deal: last touchpoint, days since activity, recommended person to contact, and a specific reason.
Multi-thread on single-threaded deals
2 minSingle-threaded deals die when your one contact goes silent. The AI checks your buyer rooms and identifies accounts where you only have one active relationship.
Prompt
Which of my deals am I single-threaded on? Find other stakeholders I should be talking to at those companies.
Expected result
Deals with only 1 active contact, plus recommended additional stakeholders to engage with their roles.
Kill dead deals
2 minPipeline hygiene. Dead deals pollute your forecast and distract your focus. Be honest about what's real.
Prompt
Which deals should I close out? Show me anything with no activity in 30+ days and no scheduled next step.
Expected result
Deals with no recent activity and no next steps. Recommendation to close-lost or attempt one final reach-out.
Update your forecast
1 minA data-driven forecast based on deal health, not gut feel. The AI weights each deal by its health score and stage conversion rates.
Prompt
Based on my current pipeline health, what should my forecast look like? Show me commit, best case, and worst case.
Expected result
Forecast breakdown: commit (high confidence), best case (likely), pipeline (possible), worst case (floor).