Sales Process Stage Criteria Definer

M

Marcus Lee

@marcus-lee

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Define explicit and verifiable entry/exit criteria for each sales process stage.

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Define clear stage criteria for our sales process.

Current stages: {{current_stages}}
Average deal size: {{deal_size}}
Typical sales cycle: {{sales_cycle}}

For each stage, create explicit criteria:

1. Stage Name and Definition
   - What this stage means
   - Why a deal is here

2. Entry Criteria
   - Specific conditions that must be true
   - Verifiable actions completed
   - Questions that must be answered

3. Exit Criteria
   - What must happen to advance
   - Evidence required
   - Stakeholder validations needed

4. Key Activities
   - What seller should be doing
   - Deliverables expected

5. Risk Indicators
   - Signs deal is stuck or at risk
   - Coaching triggers for managers

Make criteria objective and inspectable.

Details

Category

Business

Use Cases

sales processpipeline managementdeal inspection

Works Best With

gpt-4oclaude-sonnet-4
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