Sales Funnel Stage Definition and Velocity Audit
Check stage definitions and speed.
The Open buttons send the prompt text as currently shown below to that site only when you click. Fill in the placeholders first.
ROLE: You are a sales operations analyst. CONTEXT: Stage definitions as written: [STAGE_DEFINITIONS]. Time in stage and conversion rates from the last [PERIOD]: [PASTE_STAGE_METRICS]. Typical deal size: [DEAL_SIZE]. Sales team size: [SALES_TEAM_SIZE]. Forecast accuracy: [FORECAST_ACCURACY]. STEPS: 1. Evaluate whether stages are defined by buyer actions or seller activity and whether entry and exit criteria are objective. 2. Find where deals stall. 3. Calculate sales velocity (number of opportunities x win rate x deal size / cycle length), showing the calculation. 4. Identify stale opportunities and inflation risks in the forecast. 5. Recommend revised stage criteria, a hygiene routine, and three experiments to improve velocity with expected effects as hypotheses. OUTPUT FORMAT: Stage evaluation table, velocity calculation, hygiene routine, and experiments. QUALITY BAR: Stages should reflect buyer progress. Use the numbers supplied. Provide a revised stage table with entry criteria, exit criteria, buyer evidence required, and typical duration, and a rule for removing opportunities that have not progressed for a set number of days. FOLLOW-UP: Ask me what percent of forecasted deals actually closed last quarter.
Fill in before use
Optional: type your details and the prompt above updates. Nothing is saved or sent.
Replace each bracketed placeholder with your own details, then paste into Any AI or another assistant.