Library/Sales Operations, CRM & Productivity/Performance Improvement & Self-Coaching/Weekly Activity Self-Assessment Productivity Review
TestedSales Operations, CRM & ProductivityQuick Win (under 10 min)

Weekly Activity Self-Assessment Productivity Review

Produce a structured self-review of weekly sales activity to identify productivity gaps and reset priorities for the week ahead.

About this prompt

This prompt helps individual reps and AEs conduct a honest weekly review of their own sales activity against their pipeline and quota targets. It surfaces where time was well spent and where the week drifted from priorities. Use it every Friday or at the start of a new week to reset focus and identify what needs to change.

The prompt

Based on my activity log this week: [FILL IN paste activity data — calls made, emails sent, meetings held, deals advanced], evaluate: (1) how productive was this week relative to my targets, (2) where
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Variables to replace

FILL IN PASTE ACTIVITY DATA — CALLS MADE, EMAILS SENT, MEETINGS HELD, DEALS ADVANCED

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, SDR, BDR, Inside Sales
DifficultyBasic
Time to valueQuick Win (under 10 min)
Works withAI-Agnostic
CategorySales Operations, CRM & Productivity
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