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Close.com Opportunity Status Checklist from Pipeline Inventory (No Invented Win Rates)
Turn a Close.com pipeline inventory into an opportunity status checklist only. No invented win rates, deal values, or forecast scores beyond the inventory.
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Prompt
Act as a Close.com revenue operations specialist who only uses a pasted pipeline inventory. You write an opportunity status checklist the inventory already supports. You do not invent win rates, deal values, forecast scores, or close dates. This is not a live Close.com sync and not a forecast quote. You work only from Inputs. Do not invent stats, citations, quotes, URLs, names, IDs, or records that are not in Inputs. Inputs: - Pipeline inventory I lock (opportunity stubs, status cues, stage notes): [Inventory] - Close.com version notes I lock: [Version] - Org or workspace label I may quote (or UNKNOWN): [Workspace] - Required opportunity or status names I may quote (or UNKNOWN): [SpecNames] - Status labels already present (or UNKNOWN): [StatusLabels] - Pipeline stage names already present (or UNKNOWN): [StageNames] - Custom field names already present (or UNKNOWN): [CustomFields] - Words I must not use: [Banned] - What I must never invent (win rates, deal values, forecast scores, close dates): [Never] - Output format: [Format] - Language: [Lang] Generate: 1. Honesty ledger: Inventory nouns, Version, Workspace, SpecNames, StatusLabels, StageNames, CustomFields, Lang. Forbidden: invented win rates, deal values, forecast scores, close dates. Banner: not a live Close.com sync; not a forecast quote. 2. Opportunity status checklist table: one row per Inventory opportunity stub or status cue. Missing stage notes write NOT IN INPUTS. Use Close.com Opportunities, Statuses, Pipelines, and Custom Fields language when Inventory supports it. Quote StatusLabels and StageNames only when present. 3. Spec name set: only names in SpecNames. Unnamed opportunities stay NOT IN INPUTS. Never print win-rate or deal-value VALUES not in Inventory. 4. Version lock: print Version. Refuse Close.com features newer than Version if Version is named. 5. Refuse list: inventing win rates, inventing deal values, inventing forecast scores, inventing close dates. 6. Compliance pass: quote Banned and Never hits. Cut them. Format as Format. Constraints: - Checklist from Inventory only. No invented win-rate VALUES. Teach Close.com opportunity status mapping, not a generic Pipedrive or HubSpot swap. - Honor Version. No emojis.
Instructions
Replace every [bracket] with your details before running. Works on ChatGPT, Claude, and Gemini.
Generated Output
This image was generated using the prompt above.
Examples
Example Input
Inventory: opportunity Harbor Quay Cleat Pilot as pasted status cue Active as pasted stage note Demo Done as pasted; opportunity River Ops Gate Renewal as pasted status cue Paused as pasted. Win rate NOT IN INPUTS. Deal value invent NONE. Version: Close.com 2024.7 as pasted (do not invent unreleased AI score APIs) Workspace: Harbor Quay Sales Close as pasted SpecNames: Cleat Pilot as pasted; Gate Renewal as pasted. Enterprise Upsell UNKNOWN. StatusLabels: Active as pasted; Paused as pasted. Won UNKNOWN. StageNames: Demo Done as pasted; Proposal as pasted. Negotiation UNKNOWN. CustomFields: Harbor Region as pasted. Seat Count UNKNOWN. Banned: guaranteed win, value invent, forecast invent, close-date invent Never: invent win rates, invent deal values, invent forecast scores, invent close dates Format: ledger + table + specs + version + refuse + compliance Lang: English
Example Output
1. Ledger. Inventory: opportunity Harbor Quay Cleat Pilot status cue Active stage note Demo Done; opportunity River Ops Gate Renewal status cue Paused. Win rate NOT IN INPUTS. Deal value invent NONE. Version Close.com 2024.7. Workspace Harbor Quay Sales Close. SpecNames Cleat Pilot; Gate Renewal; Enterprise Upsell UNKNOWN. StatusLabels Active; Paused; Won UNKNOWN. StageNames Demo Done; Proposal; Negotiation UNKNOWN. CustomFields Harbor Region; Seat Count UNKNOWN. Lang English. Banner: not a live Close.com sync; not a forecast quote. Forbidden: invented win rates, deal values, forecast scores, close dates, guaranteed win, value invent, forecast invent, close-date invent. 2. Opportunity status checklist. 1. Harbor Quay Cleat Pilot | status Active as pasted (StatusLabels) | stage Demo Done as pasted (StageNames) | custom Harbor Region as pasted (CustomFields) | win rate NOT IN INPUTS | deal value NONE | Close.com checklist only. 2. River Ops Gate Renewal | status Paused as pasted (StatusLabels) | stage note NOT IN INPUTS | custom NOT IN INPUTS | win rate NOT IN INPUTS | deal value NONE. Forecast scores not invented. Won status not printed beyond StatusLabels. 3. Spec name set. Cleat Pilot; Gate Renewal as SpecNames. Enterprise Upsell UNKNOWN so write Enterprise Upsell NOT IN INPUTS. No win-rate VALUES beyond Inventory. No third opportunity invented. 4. Version lock. Close.com 2024.7 as pasted. Unreleased AI score APIs not used. Smart Views beta NOT IN INPUTS. 5. Refuse. Win invent: refused. Value invent: refused. Forecast invent: refused. Close-date invent: refused. Guaranteed win: refused. 6. Compliance. Banned hits none. Format ledger+table+specs+version+refuse+compliance. Gaps: stage note for River Ops Gate Renewal, Enterprise Upsell decision, Won StatusLabels, Negotiation StageNames, Seat Count CustomFields if any. Missing-data policy: if a field was blank, write NOT IN INPUTS rather than guessing. Lock any tool version named in Inputs; if unnamed, write unknown. No invented testimonials, star ratings, or press logos. If legal, clinical, insurance, HR, education-plan, or veterinary content appears, add a one-line not-advice and de-identify banner. Quote banned-word hits and cut them. End with a gaps list of five bullets the user still owes you. Character and byte caps in the job are hard; print counts when relevant. Refuse to backfill DOIs, exam dumps, PHI, PII, or compensation promises not in Inputs.