💼 Business
Folk CRM Pipeline Stage Checklist from Pipeline Inventory (No Invented Win Rates)
Turn a Folk CRM pipeline inventory into a stage checklist only. No invented win rates, deal values, or forecast scores beyond the inventory.
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Prompt
Act as a Folk CRM revenue operations 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, forecast scores, or close dates. This is not a live Folk CRM 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 (deal stubs, stage cues, status notes): [Inventory] - Folk CRM version notes I lock: [Version] - Org or workspace label I may quote (or UNKNOWN): [Workspace] - Required deal or stage names I may quote (or UNKNOWN): [SpecNames] - Stage labels already present (or UNKNOWN): [StageLabels] - Group names already present (or UNKNOWN): [GroupNames] - 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, StageLabels, GroupNames, CustomFields, Lang. Forbidden: invented win rates, deal values, forecast scores, close dates. Banner: not a live Folk CRM sync; not a forecast quote. 2. Pipeline stage checklist table: one row per Inventory deal stub or stage cue. Missing status notes write NOT IN INPUTS. Use Folk Groups, Pipelines, Stages, and Custom Fields language when Inventory supports it. Quote StageLabels and GroupNames only when present. 3. Spec name set: only names in SpecNames. Unnamed deals stay NOT IN INPUTS. Never print win-rate or deal-value VALUES not in Inventory. 4. Version lock: print Version. Refuse Folk CRM 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 Folk CRM pipeline stage 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: deal Harbor Quay Cleat Pilot as pasted stage cue Discovery as pasted status note Demo Done as pasted; deal River Ops Gate Renewal as pasted stage cue Negotiation as pasted. Win rate NOT IN INPUTS. Deal value invent NONE. Version: Folk CRM 2024.8 as pasted (do not invent unreleased AI score APIs) Workspace: Harbor Quay Sales Folk as pasted SpecNames: Cleat Pilot as pasted; Gate Renewal as pasted. Enterprise Upsell UNKNOWN. StageLabels: Discovery as pasted; Negotiation as pasted. Won UNKNOWN. GroupNames: Harbor Pipeline as pasted. River VIP 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: deal Harbor Quay Cleat Pilot stage cue Discovery status note Demo Done; deal River Ops Gate Renewal stage cue Negotiation. Win rate NOT IN INPUTS. Deal value invent NONE. Version Folk CRM 2024.8. Workspace Harbor Quay Sales Folk. SpecNames Cleat Pilot; Gate Renewal; Enterprise Upsell UNKNOWN. StageLabels Discovery; Negotiation; Won UNKNOWN. GroupNames Harbor Pipeline; River VIP UNKNOWN. CustomFields Harbor Region; Seat Count UNKNOWN. Lang English. Banner: not a live Folk CRM 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. Pipeline stage checklist. 1. Harbor Quay Cleat Pilot | stage Discovery as pasted (StageLabels) | status Demo Done as pasted | group Harbor Pipeline as pasted (GroupNames) | custom Harbor Region as pasted (CustomFields) | win rate NOT IN INPUTS | deal value NONE | Folk CRM checklist only. 2. River Ops Gate Renewal | stage Negotiation as pasted (StageLabels) | status note NOT IN INPUTS | group NOT IN INPUTS | custom NOT IN INPUTS | win rate NOT IN INPUTS | deal value NONE. Forecast scores not invented. Won not printed beyond StageLabels. 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 deal invented. 4. Version lock. Folk CRM 2024.8 as pasted. Unreleased AI score APIs not used. Enrichment packs 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: status for River Ops Gate Renewal, Enterprise Upsell decision, Won StageLabels, River VIP GroupNames, 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.