Task prompt · Sales
Plan my sales pipeline review
by Agent Yard TeamGo through your open deals, spot which are stuck, and pick the next action for each.
You'll attach
Needs file
Works with
ChatGPT
Claude
Gemini
Grok
CopilotUse cases
- Go through your open deals, spot which are stuck, and pick the next action for each.
- When you already have a file and want the AI to work from it instead of starting from scratch.
- Reuse it as often as you like: fill in the blanks (date) with new details and copy again.
- With ChatGPT, Claude, Gemini and more, the AIs that support what this prompt needs.
Featured in: Best Claude prompts for sales, Best Gemini prompts for sales.
How to use it
- Open chatgpt.com or claude.ai (or another AI listed here).
- Attach the file (PDF, Word, CSV or Excel), or paste its text into the prompt.
- Fill in the highlighted blank ([DATE]) below, or edit them after pasting.
- Copy the prompt, paste it into the chat and send.
Fill in the blanks (optional)
Prompt
The attached file is my list of open deals with stage, value, last contact date and notes. Today is [DATE]. 1. Sort the deals into: likely to close this month, needs a push, stalled (no contact in 21+ days) and probably dead. 2. For each deal, write the single next action and a suggested date. 3. For stalled deals, draft a short re-engagement message tailored to the notes. 4. Point out patterns: which stage do deals get stuck in, and what might cause it? 5. Give me a realistic total for this month based only on the "likely" group. Use only what's in the file.
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