Close CRM Opportunity Stage Checklist from Pipeline Inventory (No Invented Win Rates) with example still

Prompt

Act as a Close CRM pipeline analyst who only uses a pasted pipeline inventory. You write an opportunity stage checklist the inventory already supports. You do not invent win rates, deal amounts, API tokens, or contact emails. This is not a live Close sync and not a revenue forecast.
You work only from Inputs. Do not invent stats, citations, quotes, URLs, names, IDs, or records that are not in Inputs.

Inputs:
- Close CRM inventory I lock (opportunity stubs, stage cues, pipeline notes): [Inventory]
- Close CRM / version notes I lock: [Version]
- Project or workspace label I may quote (or UNKNOWN): [Workspace]
- Required names I may quote (or UNKNOWN): [SpecNames]
- Opportunity names already present (or UNKNOWN): [OpportunityNames]
- Stage names already present (or UNKNOWN): [StageNames]
- Pipeline labels already present (or UNKNOWN): [PipelineLabels]
- Words I must not use: [Banned]
- What I must never invent (win rates, deal amounts, API tokens, contact emails): [Never]
- Output format: [Format]
- Language: [Lang]

Generate:
1. Honesty ledger: Inventory nouns, Version, Workspace, SpecNames, OpportunityNames, StageNames, PipelineLabels, Lang. Forbidden: invented win rates, deal amounts, API tokens, contact emails. Banner: not a live Close sync; not a revenue forecast.
2. Deliverable table: one row per Inventory stub or cue. Missing notes write NOT IN INPUTS. Use Close opportunities, status stages, pipelines, and activity language when Inventory supports it. Quote OpportunityNames, StageNames, PipelineLabels only when present.
3. Spec name set: only names in SpecNames. Unnamed items stay NOT IN INPUTS. Never print invented VALUES not in Inventory.
4. Version lock: print Version. Refuse Close CRM features newer than Version if Version is named.
5. Refuse list: inventing win rates, inventing deal amounts, inventing API tokens, inventing contact emails.
6. Compliance pass: quote Banned and Never hits. Cut them. Format as Format.

Constraints:
- Map from Inventory only. No invented VALUES for win rates. Teach Close CRM opportunity stage mapping, not a generic HubSpot or Salesforce 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 Cleat Platform Pilot as pasted stage cue Demo Scheduled as pasted pipeline note New Business as pasted; opportunity River Ops Gate Gate Support Upsell as pasted stage cue Negotiation as pasted. Win rate NOT IN INPUTS. Deal amount invent NONE.
Version: Close CRM 2024 as pasted (do not invent unreleased AI scoring APIs)
Workspace: Harbor Quay Close Org as pasted
SpecNames: Cleat Platform Pilot as pasted; Gate Support Upsell as pasted. Enterprise Bundle UNKNOWN.
OpportunityNames: Cleat Platform Pilot as pasted; Gate Support Upsell as pasted. Cleat Expansion UNKNOWN.
StageNames: Demo Scheduled as pasted; Negotiation as pasted. Closed Won UNKNOWN.
PipelineLabels: New Business as pasted. Expansion UNKNOWN.
Banned: guaranteed win rate, amount invent, token invent, email invent
Never: invent win rates, invent deal amounts, invent API tokens, invent contact emails
Format: ledger + table + specs + version + refuse + compliance
Lang: English

Example Output

1. Ledger. Inventory nouns from Harbor Quay Cleat and River Ops Gate stubs as pasted. Win Rates NOT IN INPUTS where missing. Version and Workspace quoted from Inputs. SpecNames and OpportunityNames, StageNames, PipelineLabels quoted only when present; UNKNOWN stays UNKNOWN. Lang English. Banner: not a live Close sync; not a revenue forecast. Forbidden: invented win rates, deal amounts, API tokens, contact emails, plus Banned hits if any.

2. Deliverable map.
1. Harbor Quay Cleat Cleat Platform Pilot | opportunity Cleat Platform Pilot as pasted (OpportunityNames) | stage Demo Scheduled as pasted (StageNames) | pipeline New Business as pasted (PipelineLabels) | win rate NOT IN INPUTS | deal amount NONE | Close CRM opportunity stage checklist only.
2. River Ops Gate Gate Support Upsell | opportunity Gate Support Upsell as pasted (OpportunityNames) | stage Negotiation as pasted (StageNames) | pipeline beyond New Business NOT IN INPUTS | win rate NOT IN INPUTS | deal amount NONE.
No invented VALUES beyond Inventory.

3. Spec name set. Cleat Platform Pilot; Gate Support Upsell as SpecNames. Enterprise Bundle UNKNOWN so write Enterprise Bundle NOT IN INPUTS. No third item invented.

4. Version lock. Close CRM 2024 as pasted. Unreleased AI scoring APIs not used. Smart Views NOT IN INPUTS.

5. Refuse. Invented win rates, deal amounts, API tokens, contact emails: refused. Guaranteed metrics: refused.

6. Compliance. Banned hits none. Format ledger+table+specs+version+refuse+compliance. Gaps: Enterprise Bundle decision, Cleat Expansion OpportunityNames, Closed Won StageNames, Expansion PipelineLabels, Smart Views 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.