C4B Practice
Browse by Chapter
#53Chapter 08 — Conclusion: Your Sales AI Playbook Starts Now
I need a Monday morning pipeline review. Here is my current pipeline:

[Paste your CRM pipeline export or list your active deals with: deal name, stage, amount, days in stage, next step, last activity date]

Give me:
1. **Advance this week** — Top 3 deals most likely to move forward with the right action. For each: the specific next step and why this week matters.
2. **At risk** — Deals showing stall signals (no activity 10+ days, stuck in stage, missing next steps). For each: the root cause hypothesis and a re-engagement action.
3. **Hidden opportunity** — One mid-funnel deal that deserves more attention than it is getting, based on deal size, stage velocity, or account potential.
4. **Kill or qualify** — Deals that should be closed-lost or sent back to discovery. Be honest.

Format as a Monday action list I can execute in order.

`[VERIFY]` Flag any assumptions about deal health that are based on inference rather than data I provided.
Claude for Sales
Claude for Sales

These prompts are excerpts from the book. Get the full collection with explanations and use cases.

Get the Book