Define sales stages with clear exit criteria
Opportunity stage definitions with buyer-verified exit criteria, required CRM fields, and probabilities your whole team applies the same way.
The prompt
Help me define (or redefine) our opportunity stages.
What we sell and typical cycle: [PRODUCT, deal size, cycle length, buyers involved]
Current stages: [paste our stage names and definitions, or "none yet"]
Problems we see: [e.g. reps advance deals too early, stages mean different things to different reps, forecast inaccurate]
Sales motions: [e.g. new business, expansion, renewal, partner-sourced]
CRM: [e.g. Salesforce, HubSpot, other]
Design 5-7 stages. For each stage give:
- Name and one-sentence purpose.
- Exit criteria written as buyer actions or verified facts, not rep activities (e.g. "economic buyer confirmed budget range in a meeting", not "sent proposal").
- Required CRM fields to move forward.
- Typical artifacts (e.g. mutual action plan, business case).
- Suggested default probability, with a note to calibrate against our historical stage-to-close rates.
- Common misuse to watch for.
Also include:
- How to handle closed-lost reasons (a short, mutually exclusive picklist).
- Whether expansion or renewal needs different stages.
- A rollout plan: training, CRM changes, how to re-stage existing open deals, and how managers enforce it in pipeline reviews.
- A one-page reference card reps can keep open.
Return it as a table plus the supporting sections.
Highlighted [brackets] are blanks to replace with your own details.
Fill in the blanks and use this promptMore Projects & Operations prompts
What to fill in
- PRODUCT, deal size, cycle length, buyers involved
- paste our stage names and definitions, or "none yet"
- e.g. new business, expansion, renewal, partner-sourced
- e.g. Salesforce, HubSpot, other
How this prompt is built
This prompt follows the Few-Shot structure (Few-shot prompting). A few-shot prompt includes one or more worked examples of the input and the output you want, so the model can copy the pattern instead of guessing it.
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