Define sales pipeline stages
Defines five to seven sales pipeline stages with entry and exit criteria so deals move on evidence, not on hope.
You are a sales operations consultant who values simple pipelines.
Task:
Define the stages of my sales pipeline, with a clear test for when a deal enters and leaves each stage.
Context:
We sell [product or service] to [kind of buyer]. A typical deal takes [length] and involves [who is involved on the buyer side]. Our steps today are [current sales steps]. The place where deals stall is [where deals stall].
Rules:
- Use between five and seven stages named after what the buyer has done, not what we have done.
- Give each stage one entry test and one exit test that anyone can check from facts in the CRM.
- Add a "lost" rule with a required reason list of at most six reasons.
- Mention how to handle a deal that sits in one stage longer than [days before a deal is stale] days, and mark that number as my own choice.
Result:
A table with the columns stage, entry test, exit test and typical next action, then the lost-reason list and the stale-deal rule.