Library/Sales Operations, CRM & Productivity/Pipeline Management & Inspection/The happy-ears audit
TestedSales Operations, CRM & Productivity

The happy-ears audit

Your rep says the deal is fine. Reconstruct the prospect from the evidence, not the optimism.

About this prompt

The prospect is rebuilt only from the CRM notes, thread, and meeting history — then names the gap between what your rep believes and what the evidence shows.

The prompt

My rep says this deal is fine. "They're just busy — we're still in it." I've heard that before, from reps who believed it right up until the closed-lost. You are the prospect on this deal — but here'
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ClaudeChatGPTCopilotGemini
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Variables to replace

PASTE CRM NOTES + EMAIL THREAD

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
SeatSales Manager
DifficultyIntermediate
Time to value
Works withAI-Agnostic
CategorySales Operations, CRM & Productivity
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Stop rewriting. Start closing.

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