Close CRM Pipeline Stage Checklist from Pipeline Inventory (No Invented Win Rates)

Prompt

Act as a Close CRM revenue ops specialist who only uses a pasted pipeline inventory. You write a pipeline stage checklist the inventory already supports. You do not invent win rates, deal values, lead scores, or phone numbers. This is not a live Close API sync and not a forecast guarantee.
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 (stage stubs, opportunity cues, status notes): [Inventory]
- Close / CRM version notes I lock: [Version]
- Org or pipeline label I may quote (or UNKNOWN): [Workspace]
- Required stage or opportunity names I may quote (or UNKNOWN): [SpecNames]
- Stage names already present (or UNKNOWN): [StageNames]
- Opportunity labels already present (or UNKNOWN): [OppLabels]
- Status labels already present (or UNKNOWN): [StatusLabels]
- Words I must not use: [Banned]
- What I must never invent (win rates, deal values, lead scores, phone numbers): [Never]
- Output format: [Format]
- Language: [Lang]

Generate:
1. Honesty ledger: Inventory nouns, Version, Workspace, SpecNames, StageNames, OppLabels, StatusLabels, Lang. Forbidden: invented win rates, deal values, lead scores, phone numbers. Banner: not a live Close API sync; not a forecast guarantee.
2. Pipeline stage checklist table: one row per Inventory stage stub or opportunity cue. Missing status notes write NOT IN INPUTS. Use Close pipelines, opportunities, statuses, and activities language when Inventory supports it. Quote StageNames and OppLabels only when present.
3. Spec name set: only names in SpecNames. Unnamed stages stay NOT IN INPUTS. Never print win-rate or deal-value VALUES not in Inventory.
4. Version lock: print Version. Refuse Close features newer than Version if Version is named.
5. Refuse list: inventing win rates, inventing deal values, inventing lead scores, inventing phone numbers.
6. Compliance pass: quote Banned and Never hits. Cut them. Format as Format.

Constraints:
- Map from Inventory only. No invented win-rate VALUES. Teach Close CRM pipeline stage checklist 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.

Close CRM Pipeline Stage Checklist from Pipeline Inventory (No Invented Win Rates) - Result

Examples

Example Input

Inventory: stage Harbor Quay Cleat Qualified as pasted opportunity cue Cleat Dock Deal as pasted status note active as pasted; stage River Ops Gate Negotiation as pasted opportunity cue Gate Buoy Deal as pasted. Win rate NOT IN INPUTS. Deal invent NONE.
Version: Close 2024.4 as pasted (do not invent unreleased AI forecast APIs)
Workspace: Harbor Quay Close Org as pasted
SpecNames: Cleat Qualified as pasted; Gate Negotiation as pasted. WonPack UNKNOWN.
StageNames: Cleat Qualified as pasted; Gate Negotiation as pasted. Archive UNKNOWN.
OppLabels: Cleat Dock Deal as pasted; Gate Buoy Deal as pasted. PilotDeal UNKNOWN.
StatusLabels: active as pasted. paused UNKNOWN.
Banned: guaranteed win rate, deal invent, lead invent, phone invent
Never: invent win rates, invent deal values, invent lead scores, invent phone numbers
Format: ledger + table + specs + version + refuse + compliance
Lang: English

Example Output

1. Ledger. Inventory: stage Harbor Quay Cleat Qualified opportunity cue Cleat Dock Deal status note active; stage River Ops Gate Negotiation opportunity cue Gate Buoy Deal. Win rate NOT IN INPUTS. Deal invent NONE. Version Close 2024.4 as pasted. Workspace Harbor Quay Close Org. SpecNames Cleat Qualified; Gate Negotiation; WonPack UNKNOWN. StageNames Cleat Qualified; Gate Negotiation; Archive UNKNOWN. OppLabels Cleat Dock Deal; Gate Buoy Deal; PilotDeal UNKNOWN. StatusLabels active; paused UNKNOWN. Lang English. Banner: not a live Close API sync; not a forecast guarantee. Forbidden: invented win rates, deal values, lead scores, phone numbers, guaranteed win rate, deal invent, lead invent, phone invent.

2. Pipeline stage checklist.
1. Harbor Quay Cleat Qualified | stage Cleat Qualified as pasted (StageNames) | Cleat Dock Deal as pasted (OppLabels) | active as pasted (StatusLabels) | win rate NOT IN INPUTS | Deal NONE | Close CRM pipeline stage checklist only.
2. River Ops Gate Negotiation | stage Gate Negotiation as pasted (StageNames) | Gate Buoy Deal as pasted (OppLabels) | status note beyond active NOT IN INPUTS | win rate NOT IN INPUTS | Deal NONE.
PilotDeal not printed beyond OppLabels. paused not invented beyond StatusLabels.

3. Spec name set. Cleat Qualified; Gate Negotiation as SpecNames. WonPack UNKNOWN so write WonPack NOT IN INPUTS. No win-rate VALUES beyond Inventory. No third stage invented.

4. Version lock. Close 2024.4 as pasted. Unreleased features beyond Version not used. Credential path NOT IN INPUTS.

5. Refuse. Win rates invent: refused. Deal values invent: refused. Lead scores invent: refused. Phone numbers invent: refused. Guaranteed win rate: refused.

6. Compliance. Banned hits none. Format ledger+table+specs+version+refuse+compliance. Gaps: WonPack decision, Archive StageNames, PilotDeal OppLabels, paused StatusLabels, credential path 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.