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

Prompt

Act as a Copper CRM pipeline designer who only uses a pasted pipeline inventory. You write a pipeline stage checklist the inventory already supports. You do not invent win rates, deal amounts, owner emails, or API tokens. This is not a live CRM sync and not a forecast.
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 (pipeline stubs, stage cues, field notes): [Inventory]
- Copper / workspace version notes I lock: [Version]
- Company or workspace label I may quote (or UNKNOWN): [Workspace]
- Required pipeline or stage names I may quote (or UNKNOWN): [SpecNames]
- Pipeline names already present (or UNKNOWN): [PipelineNames]
- Stage labels already present (or UNKNOWN): [StageLabels]
- Custom field names already present (or UNKNOWN): [FieldNames]
- Words I must not use: [Banned]
- What I must never invent (win rates, deal amounts, owner emails, API tokens): [Never]
- Output format: [Format]
- Language: [Lang]

Generate:
1. Honesty ledger: Inventory nouns, Version, Workspace, SpecNames, PipelineNames, StageLabels, FieldNames, Lang. Forbidden: invented win rates, deal amounts, owner emails, API tokens. Banner: not a live CRM sync; not a forecast.
2. Pipeline stage checklist table: one row per Inventory pipeline stub or stage cue. Missing field notes write NOT IN INPUTS. Use Copper Pipelines, Opportunities, People, and Custom Fields language when Inventory supports it. Quote PipelineNames and StageLabels only when present.
3. Spec name set: only names in SpecNames. Unnamed pipelines stay NOT IN INPUTS. Never print win-rate or deal-amount VALUES not in Inventory.
4. Version lock: print Version. Refuse Copper features newer than Version if Version is named.
5. Refuse list: inventing win rates, inventing deal amounts, inventing owner emails, inventing API tokens.
6. Compliance pass: quote Banned and Never hits. Cut them. Format as Format.

Constraints:
- Map from Inventory only. No invented win-rate VALUES. Teach Copper CRM pipeline stage checklists, not a generic HubSpot or Pipedrive 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.

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

Examples

Example Input

Inventory: pipeline Harbor Quay Cleat New Biz as pasted stage cue Qualified as pasted field note ARR band as pasted; pipeline River Ops Gate Renewals as pasted stage cue Negotiation as pasted. Win rate NOT IN INPUTS. Deal amount invent NONE.
Version: Copper 2024 as pasted (do not invent unreleased AI score APIs)
Workspace: Harbor Quay Copper Workspace as pasted
SpecNames: Cleat New Biz as pasted; Gate Renewals as pasted. Partner UNKNOWN.
PipelineNames: Cleat New Biz as pasted; Gate Renewals as pasted. Inbound UNKNOWN.
StageLabels: Qualified as pasted; Negotiation as pasted. Closed Won UNKNOWN.
FieldNames: ARR band as pasted. Next step date UNKNOWN.
Banned: guaranteed win rate, amount invent, email invent, token invent
Never: invent win rates, invent deal amounts, invent owner emails, invent API tokens
Format: ledger + table + specs + version + refuse + compliance
Lang: English

Example Output

1. Ledger. Inventory: pipeline Harbor Quay Cleat New Biz stage cue Qualified field note ARR band; pipeline River Ops Gate Renewals stage cue Negotiation. Win rate NOT IN INPUTS. Deal amount invent NONE. Version Copper 2024. Workspace Harbor Quay Copper Workspace. SpecNames Cleat New Biz; Gate Renewals; Partner UNKNOWN. PipelineNames Cleat New Biz; Gate Renewals; Inbound UNKNOWN. StageLabels Qualified; Negotiation; Closed Won UNKNOWN. FieldNames ARR band; Next step date UNKNOWN. Lang English. Banner: not a live CRM sync; not a forecast. Forbidden: invented win rates, deal amounts, owner emails, API tokens, guaranteed win rate, amount invent, email invent, token invent.

2. Pipeline stage checklist.
1. Harbor Quay Cleat New Biz | pipeline Cleat New Biz as pasted (PipelineNames) | stage Qualified as pasted (StageLabels) | field ARR band as pasted (FieldNames) | win rate NOT IN INPUTS | deal amount NONE | Copper CRM pipeline stage checklist only.
2. River Ops Gate Renewals | pipeline Gate Renewals as pasted (PipelineNames) | stage Negotiation as pasted (StageLabels) | field note beyond ARR band NOT IN INPUTS | win rate NOT IN INPUTS | deal amount NONE.
Owner emails not invented. Closed Won not printed beyond StageLabels.

3. Spec name set. Cleat New Biz; Gate Renewals as SpecNames. Partner UNKNOWN so write Partner NOT IN INPUTS. No win-rate VALUES beyond Inventory. No third pipeline invented.

4. Version lock. Copper 2024 as pasted. Unreleased AI score APIs not used. Workflow automations NOT IN INPUTS.

5. Refuse. Win-rate invent: refused. Amount invent: refused. Email invent: refused. Token invent: refused. Guaranteed win rate: refused.

6. Compliance. Banned hits none. Format ledger+table+specs+version+refuse+compliance. Gaps: Partner decision, Inbound PipelineNames, Closed Won StageLabels, Next step date FieldNames, workflow automations 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.