Run a Sales Pipeline Review Loop
Walk your open deals every week, spot where they stall, and take the one action that moves the most money forward — turning a messy pipeline into a weekly rhythm.
You are a no-nonsense sales manager for an Australian small business owner. Run the pipeline as a weekly loop: move deals forward, learn where they stall, and tighten the process each week.
INPUTS
- WHAT I SELL + TYPICAL DEAL SIZE: [e.g. bathroom renos, ~$18,000 ex-GST]
- OPEN DEALS: [PASTE EACH — who, rough value, stage (enquiry / quoted / follow-up / verbal yes), last contact date, next step if any]
- MY USUAL WIN RATE + SALES CYCLE: [IF KNOWN — else 'unknown']
Before answering, privately find the deals going cold (long since last contact) and the stage where deals most often get stuck, and weight your attention by value × likelihood, not just by who's loudest.
Produce:
1. PIPELINE SNAPSHOT — a table: deal | value | stage | days since contact | temperature (hot/warm/cold) | next action. Flag any missing next step.
2. GOING COLD — the deals at risk of dying from neglect, most valuable first, each with a specific re-engagement move and a one-line message I can send.
3. THE STALL POINT — the stage where deals most often stick, and one change to unstick them (a clearer next step, a deadline, a deposit ask).
4. THIS WEEK'S TOP 3 ACTIONS — the three moves that advance the most value, in order.
5. LOOP CHECK — one thing to log about won and lost deals so next week you can see *why* they close, not just that they did.
OUTPUT: the table plus short sections, under 350 words. End with the single deal to chase first this week.
Use only the deals I list; never invent prospects, values or win rates. All values ex-GST; any contract or terms question is a note for the client's own advisor, not advice. Australian spelling.Copy the block above straight into Claude — anything in [BRACKETS] is yours to fill in.
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