Pipeline Review & Deal Action Plan Workflow

What this workflow produces: A weekly pipeline action plan: top 3 at-risk deals with risk diagnosis and recommended intervention, top 3 highest-probability deals with advancement actions, and a prioritized action list for the week.

  1. Step 1 — Export and summarize pipeline data

    Pull a pipeline snapshot: open deals, stages, last activity dates, deal sizes, known risks, forecast categories.

  2. Step 2 — Run the Pipeline Review prompt

    Paste the pipeline snapshot into the Pipeline Review prompt.

  3. Step 3 — Review AI output

    Review top at-risk deals, high-probability deals, and weekly action plan.

  4. Step 4 — Align team and execute

    Use output to structure weekly focus and team conversations.