Library/Sales Operations, CRM & Productivity/Pipeline Management & Inspection/Next Best Action Pipeline Stage Days MEDDPICC Gaps Close Date Deal Specific
TestedSales Operations, CRM & ProductivityQuick Win (under 10 min)

Next Best Action Pipeline Stage Days MEDDPICC Gaps Close Date Deal Specific

Analyze a list of active deals and return prioritized next best actions based on stage, days in stage, MEDDPICC gaps, and close date.

About this prompt

This prompt takes a pasted list of deals with context and returns a prioritized set of next best actions for each, flagging MEDDPICC gaps, stalled deals, and close date risk. AEs and Sales Managers use it during weekly pipeline reviews to move from a spreadsheet of deals to a clear action list without running each deal individually. It works best when you have five or more deals to review at once.

The prompt

For each deal in my pipeline, generate a specific, concrete 'next best action' I should take this week. Base the recommendation on: - Current stage - Days since last activity - Known gaps in MEDDPICC
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Variables to replace

PASTE DEAL LIST WITH CONTEXT

How to run it

  1. Copy the prompt and paste it into Claude, ChatGPT, Gemini, or Copilot — it's tuned to run in any of them.
  2. Replace the variables — swap each bracketed token for your deal's specifics. The variables list above explains every field.
  3. Make it yours — run it, keep what's strong, and tighten your inputs on the next pass. The prompt improves with your context.

What good output looks like

Make it yours

StagePipeline Management
SeatAE, Sales Manager
DifficultyAdvanced
Time to valueQuick Win (under 10 min)
Works withAI-Agnostic
CategorySales Operations, CRM & Productivity
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