Run a pipeline review
Turn a pipeline export or your notes into a deal-by-deal review: what's real, what's at risk and the question that gets the truth. Free, no signup needed.
- Answer the starred questions
- Copy the prompt
- Paste it into Claude, ChatGPT, Gemini or Copilot
A rep's name, or "my whole team".
Format it for
Fill in the starred questions and your prompt appears here.
Paste it into ChatGPT, then paste the pipeline export right below it.
Tip: Sign in free to save your prompts and downloads in My Tools, so they're there next time. No signup needed to use the prompts.
✨ AI polish
Claude asks you up to 3 quick questions, then writes a sharper prompt. Sign in for 3 free polishes a month.
Why this prompt works
Pipeline reviews go wrong when every deal gets the same five minutes and the same "how's it going?". This prompt sorts deals by evidence first, so the meeting goes to the ones that need it.
- It scores each deal on facts like a dated next step and recent contact, not on the rep's optimism.
- It writes one sharp question per risky deal, so you get a real answer, not a status update.
- It never edits amounts or stages, so you stay in control of the numbers.
Questions
- Can it read a CRM export?
- Yes. Paste a CSV or a copied table from Salesforce, HubSpot or any CRM. Rough lists work too.
- Does my pipeline data go through PromptSpoke?
- No. You paste it into your own AI. PromptSpoke only builds the prompt.
- Can I review the whole team at once?
- Yes. Type "my whole team" and the review groups deals by rep.