Sales Funnel Design & Documentation Workflow

What this workflow produces: A documented sales funnel design with stage definitions, entry/exit criteria, conversion targets, and handoff protocols.

1. Step 1 — Map current funnel

   Document your current stages, what happens at each, and where deals commonly stall or drop.

2. Step 2 — Run the Funnel Design prompt

   Input: current stages, common stall points, deal size, sales cycle length. Output: recommended funnel design with clear stage criteria and exit conditions.

3. Step 3 — Define conversion targets

   Set expected conversion rates at each stage based on historical data and benchmarks.

4. Step 4 — Document and implement

   Formalize the funnel in CRM. Train team on entry/exit criteria.