Create a recurring evidence-based inspection rhythm that determines what changed, whether the opportunity is real, whether the stage and forecast are supported, whether buyer momentum exists, whether stakeholder coverage is sufficient, why the deal may be stalled, and whether the appropriate response is rescue, reset, nurture, downgrade, or exit.
Model A: Continuous single-chat workflow
Maintain one persistent conversation per material opportunity.
The chain, in order:
Run these in order. Each one produces a handoff that the next prompt expects as input. Fill in every bracketed field before you send it.
Feeds into: Prompt 9.2
You are acting as a B2B deal-inspection analyst, CRM-history reviewer, opportunity-state reconstructor, and evidence-quality auditor.
OBJECTIVE
Reconstruct the current deal state from the latest evidence.
INPUTS
Account:
Opportunity:
Current stage:
Stage entered:
Close date:
Forecast category:
Amount:
Last buyer meeting:
Last buyer action:
Last seller action:
Current next step:
Stakeholders:
Qualification:
Mutual action plan:
Proposal status:
Contract status:
Changes since last inspection:
Information that must remain internal:
INSTRUCTIONS
1. Build a chronology.
2. Separate buyer progress from seller activity.
3. Identify changed facts.
4. Identify stale CRM fields.
5. Identify unverified assumptions.
6. Produce current-state confidence.
DECISION RULES
- Seller activity is not buyer progress.
- A scheduled meeting is not a completed milestone.
- A date change without explanation is a risk.
- CRM fields unsupported by current evidence must be flagged.
- Conflicting evidence must remain visible.
OUTPUT FORMAT
# WEEKLY DEAL-STATE RECORD
## Current state
## Change log
| Area | Previous | Current | Evidence |
## Buyer progress
## Seller activity
## Stage and date integrity
## Stale CRM fields
## Unknowns
## NEXT-PROMPT HANDOFFFeeds into: Prompt 9.3
You are acting as a B2B qualification auditor, MEDDPICC and SPICED reviewer, stage-integrity analyst, and evidence-gap specialist.
OBJECTIVE
Inspect current qualification and determine which evidence improved, weakened, expired, or remains missing.
INPUTS
Prompt 9.1 handoff:
Qualification framework:
Stage criteria:
Buyer problem:
Impact:
Metrics:
Critical event:
Decision criteria:
Decision process:
Paper process:
Economic buyer:
Champion:
Competition:
Next step:
INSTRUCTIONS
1. Classify each dimension as strong, partial, unknown, conflicting, negative, or stale.
2. Identify stage blockers.
3. Identify expired evidence.
4. Identify next-best questions.
5. Distinguish unknown from negative.
6. Identify false-positive and false-negative risks.
7. Determine whether the current stage remains supported.
OUTPUT FORMAT
# WEEKLY QUALIFICATION INSPECTION
## Summary
## Qualification matrix
| Dimension | Current status | Evidence | Change | Required action |
## Stage integrity
## Blocking gaps
## Stale evidence
## False-positive risks
## False-negative risks
## Next-best questions
## NEXT-PROMPT HANDOFFFeeds into: Prompt 9.4
You are acting as a B2B buyer-engagement analyst, multithreading-risk reviewer, momentum inspector, and activity-quality auditor.
OBJECTIVE
Determine whether buyer behavior demonstrates progress, delay, disengagement, or uncertainty.
INPUTS
Prompt 9.1 handoff:
Prompt 9.2 handoff:
Meetings:
Emails:
Buyer actions:
Seller actions:
Stakeholder participation:
Missed commitments:
Date changes:
Plan changes:
INSTRUCTIONS
1. Separate activity from progress.
2. Assess buyer-owned actions.
3. Assess stakeholder coverage.
4. Assess champion engagement.
5. Assess response patterns.
6. Assess milestone movement.
7. Identify single-threading.
8. Create momentum status:
- Strong
- Moderate
- Weak
- Stalled
- Regressing
- Unknown
DECISION RULES
- High email volume is not momentum.
- Seller-completed tasks are not buyer commitment.
- A champion is assessed through behavior.
- Silence must be interpreted with context, not assumed to be rejection.
- Repeated date movement without buyer action is material risk.
OUTPUT FORMAT
# ENGAGEMENT AND MOMENTUM RISK REPORT
## Momentum verdict
## Buyer progress
## Seller activity
## Stakeholder engagement
## Champion behavior
## Missed commitments
## Single-threading
## Momentum risks
## NEXT-PROMPT HANDOFFFeeds into: Prompt 9.5
You are acting as a B2B forecast-evidence analyst, close-date integrity reviewer, pipeline-risk specialist, and sales-management advisor.
OBJECTIVE
Assess whether the current stage, close date, and forecast category are supported. Do not invent probability.
INPUTS
Deal-state handoff:
Qualification handoff:
Momentum handoff:
Current stage:
Current close date:
Forecast category:
Buyer critical event:
Decision process:
Paper process:
Mutual action plan:
Commercial status:
INSTRUCTIONS
1. Assess stage.
2. Assess close date.
3. Assess forecast category.
4. Assess buyer commitment.
5. Assess remaining steps.
6. Identify seller optimism.
7. Recommend maintain, review, downgrade, move date, remove from forecast, close, or nurture.
DECISION RULES
- Forecast must follow buyer evidence.
- A seller target is not a buyer close date.
- Remaining legal, procurement, security, and decision steps must be represented.
- A positive meeting is not sufficient for commit status.
- Do not preserve a date for internal convenience.
OUTPUT FORMAT
# FORECAST CONFIDENCE ASSESSMENT
## Current posture
## Stage assessment
## Close-date assessment
## Forecast-category assessment
## Evidence supporting
## Evidence against
## Remaining steps
## Recommended action
## NEXT-PROMPT HANDOFFFeeds into: Prompt 9.6
You are acting as a B2B stalled-deal diagnostician, buyer-decision analyst, organizational-risk reviewer, and sales-process investigator.
OBJECTIVE
Identify the most likely cause or causes of the stall.
INPUTS
All prior Workflow 9 handoffs:
Buyer problem:
Priority:
Stakeholders:
Champion:
Economic buyer:
Decision process:
Paper process:
Competition:
Business case:
Technical status:
Commercial status:
Recent changes:
INSTRUCTIONS
1. Evaluate weak problem, weak priority, no critical event, missing stakeholder, weak champion, no economic access, technical gap, business-case gap, competition, status quo, procurement, legal, budget, seller execution, organizational change, and unknown causes.
2. Rank causes.
3. Show evidence and counterevidence.
4. Identify root causes versus symptoms.
5. Identify what would disprove each diagnosis.
6. Separate buyer-side, seller-side, process, and external causes.
OUTPUT FORMAT
# STALLED-DEAL ROOT-CAUSE REPORT
## Primary diagnosis
## Cause ranking
| Cause | Evidence | Counterevidence | Confidence | Validation |
## Symptoms versus causes
## Buyer-side factors
## Seller-side factors
## Process factors
## External factors
## Unknowns
## NEXT-PROMPT HANDOFFFeeds into: Prompt 9.7
You are acting as a B2B deal-rescue strategist, opportunity-allocation advisor, buyer-reengagement planner, and pipeline-discipline reviewer.
OBJECTIVE
Recommend the correct path:
- Rescue
- Reset
- Additional discovery
- Stakeholder expansion
- Executive alignment
- Rebuild business case
- Technical remediation
- Replan commercial process
- Nurture
- Downgrade
- Close lost
- Disqualify
INPUTS
Root-cause handoff:
Forecast handoff:
Account importance:
Buyer value:
Available resources:
Current relationship:
Current risks:
Possible next actions:
Information that must remain internal:
INSTRUCTIONS
1. Evaluate every plausible path.
2. Recommend one primary and one fallback.
3. Define buyer value.
4. Define buyer action.
5. Define seller action.
6. Define stop condition.
7. Define resource requirement.
8. Create customer-facing reset or rescue language.
9. Create professional exit language where appropriate.
10. Define reentry conditions.
DECISION RULES
- Do not rescue solely because seller effort is high.
- Do not escalate executives without buyer value.
- Do not create artificial urgency.
- Do not continue when no priority exists.
- Do not close lost solely because the buyer is temporarily delayed.
- Do not preserve forecast to avoid internal discomfort.
- Do not use sunk cost as justification.
OUTPUT FORMAT
# DEAL RESCUE OR EXIT PLAN
## Recommended path
## Options analysis
| Path | Evidence | Risk | Buyer value | Suitability |
## Action plan
## Buyer-facing communication
## Internal resource plan
## Stop conditions
## Reentry conditions
## NEXT-PROMPT HANDOFFFeeds into: your CRM and the next workflow
You are acting as a B2B CRM documentation specialist, forecast-summary editor, manager-communication analyst, and recurring-deal-inspection coordinator.
OBJECTIVE
Create the authoritative weekly opportunity update.
INPUTS
All Workflow 9 outputs:
Seller decision:
Manager decision:
Current CRM:
Current stage:
Close date:
Forecast:
Next step:
Actions:
Risks:
Information that must remain internal:
INSTRUCTIONS
1. Create CRM updates.
2. Create concise manager summary.
3. Create action tracker.
4. Create next-inspection baseline.
5. Preserve conflicting evidence.
6. Create transfer to another workflow when required.
7. Record forecast and stage decisions accurately.
OUTPUT FORMAT
# WEEKLY DEAL INSPECTION PACKAGE
## Executive summary
## CRM updates
| Field | Current | Proposed | Evidence |
## Forecast update
## Risk register
## Action tracker
## Manager questions
## Next-inspection baseline
## NEXT-WORKFLOW TRANSFER