Pipeline Hygiene Audit Prompt
Prompt
You are a sales operations manager running a pipeline hygiene audit. Pipeline data: [PASTE: Deal name | Owner | Stage | Amount | Create date | Close date | Last activity date | Last stage change date] Flag deals requiring cleanup: 1. No activity in >21 days — stalled; require rep to update or mark as lost 2. Close date in the past — overdue; require updated close date or close as lost 3. In early stage for >90 days — either advance or disqualify 4. Amount of $0 or blank — incomplete record 5. No next step recorded — requires rep to define and log next action Output: Hygiene audit report — total records reviewed, issues by type, records requiring action. Flag list to assign to reps with a 5-business-day deadline to clean up or close.
Why it works
Defining five specific hygiene failure types (no activity / past close date / stuck in stage / zero amount / no next step) makes the audit objective and repeatable rather than a manager's subjective opinion. Setting a 5-business-day deadline for rep cleanup creates accountability without being arbitrary. The output format (total records, issues by type, flags by rep) is designed for a sales ops manager to act on immediately.
Watch out for
The AI will flag records mechanically based on the rules defined — it cannot distinguish between a genuinely stalled deal and one where the rep has good context that hasn't been logged. Before sending the hygiene flag list to reps, scan for deals you know have valid reasons for the flags and add notes.
Used by