# Run a deal-by-deal pipeline review with a sales rep

A focused pipeline review agenda with the right questions per stage, so the meeting coaches deals instead of just reading CRM.

- Topic: Meetings
- Framework: Few-Shot
- Level: Standard
- Tags: Sales, Meetings, Analyze, Fill-in Template
- Source: https://www.thinkwithprompt.com/prompts/run-a-deal-by-deal-pipeline-review-with-a-sales-rep

## Prompt

```text
Help me prepare a pipeline review meeting with one of my reps.

**Rep and segment:** [DETAILS]
**Meeting length:** [e.g. 45 minutes]
**Rep's quota, closed to date, and forecast call:** [NUMBERS]
**Open pipeline:** [paste deals: account, amount, stage, close date, next step, last activity date, days in stage]
**Our stage definitions or exit criteria:** [paste, or "use common B2B stages"]
**What I'm worried about:** [e.g. coverage, slipping dates, stale deals, one big deal]

Prepare:
1. A triage of the pipeline: which deals to discuss (largest, closing this period, stuck longest, missing next steps) and which to skip.
2. For each selected deal, 2-3 questions matched to its stage. Early-stage: is the pain real and quantified? Late-stage: who signs, what's the paper process, what could stop it? Avoid yes/no questions.
3. Hygiene issues to fix after the meeting: past close dates, no next step, stage that doesn't match evidence.
4. A coverage check: pipeline for this period and next vs what the rep needs.

Return:
- A timed agenda.
- A table: Deal | Why discuss | Questions | What a good answer sounds like.
- A hygiene list for the rep to clean up, with a deadline.
- A short follow-up note template summarizing agreed actions and dates.

Keep it coaching, not interrogation: the goal is better deals and a more accurate forecast. Use only the deal data I provide; mark missing fields [CONFIRM] rather than guessing.
```

## What to fill in

- DETAILS
- e.g. 45 minutes
- NUMBERS
- paste, or "use common B2B stages"
- e.g. coverage, slipping dates, stale deals, one big deal
- CONFIRM

Free to copy and use. From ThinkWithPrompt (https://www.thinkwithprompt.com/), a library of 2,663 curated AI prompts.