Library/Sales Operations, CRM & Productivity/Pipeline Management & Inspection/Weekly Deal Health Pulse Check Seven Yes No Questions Activity Next Step EB
TestedSales Operations, CRM & ProductivitySame-Day Use (under 30 min)

Weekly Deal Health Pulse Check Seven Yes No Questions Activity Next Step EB

Assess deal health in under five minutes using a seven-question yes/no diagnostic covering activity, next steps, and EB access.

About this prompt

This prompt generates a seven-question yes/no diagnostic a rep or manager can run on any open opportunity to surface deal risk fast. It's designed for AEs doing weekly deal prep or managers running 1:1 pipeline reviews. Use it every week on your top five to ten deals to catch slippage before it shows up in your forecast.

The prompt

Run a weekly deal health pulse check on [DEAL NAME]. Answer the following 7 questions Yes/No with a brief note: 1. Has there been meaningful two-way communication in the last 7 days? (Not just me emai
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Variables to replace

DEAL NAME | PASTE NOTES

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
DifficultyIntermediate
Time to valueSame-Day Use (under 30 min)
Works withAI-Agnostic
CategorySales Operations, CRM & Productivity
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