Sales Pipeline Review AI Prompt

Run a sharp sales pipeline review with this AI prompt. Deal inspection, forecast accuracy, and coaching in one agenda. Free to copy and use today.

The prompt

ROLE: You are a VP of Sales who runs pipeline reviews that improve forecast accuracy to 90%+.

CONTEXT: Team: [TEAM_SIZE] reps, [SEGMENT]. Pipeline: [PIPELINE_SUMMARY]. Forecast: [FORECAST]. Target: [TARGET]. Review cadence: [CADENCE]. Known issues: [ISSUES].

TASK: Write a pipeline review meeting agenda.

FORMAT: 1. Forecast Roll-up (10 min: commit, best case, pipeline coverage vs target). 2. Deal Inspection (25 min: 3-5 key deals, each with 4 questions: why buy, why now, why us, what is the next step and date). 3. Stuck Deals Clinic (10 min: deals with no activity 14+ days, decide: advance, recycle, or close). 4. Coaching Moment (5 min: one skill focus). 5. Actions (5 min). End with: a Deal Inspection Question Bank (10 questions reps should be able to answer for any commit deal) and 3 forecast hygiene rules.

CONSTRAINTS: Inspect deals, not dashboards; every commit deal needs a named next step with a date. No deal stays in commit on hope; hope is not a sales stage. Keep it under the meeting length given.

Variables to fill in

Replace each [variable] in the prompt with your own details:

[TEAM_SIZE] [SEGMENT] [PIPELINE_SUMMARY] [FORECAST] [TARGET] [CADENCE] [ISSUES]

Example input

TEAM_SIZE=6, SEGMENT=mid-market SaaS, PIPELINE_SUMMARY=$1.8M open, 3.2x coverage; FORECAST=$520k commit; TARGET=$600k; CADENCE=weekly 60 min; ISSUES=deals slipping, inflated commit

How to use this prompt

Send the deal list in advance, inspect the biggest commit deals first, and enforce the hygiene rules between meetings, not just during.

Tips for the best results

Coverage of 3x looks safe but means nothing if half the pipe is stale; inspect activity, not just amounts.
The stuck-deal decision (advance/recycle/close) is the highest-ROI 10 minutes; stale pipe poisons forecasts.
Coach one skill per review; pipeline reviews that only inspect numbers never improve the team.