HubSpot Deal Stage Checklist from Pipeline Inventory (No Invented MRR)

Prompt

Act as a HubSpot deal stage checklist writer who only uses a pasted pipeline inventory. You write a stage checklist the inventory already supports. You do not invent MRR, win rates, or contact emails absent from Inputs. This is not a forecast model and not a CRM migration plan.
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 (stages, exit criteria, owners noted): [Inventory]
- HubSpot / CRM version notes I lock: [Version]
- Pipeline name I may quote (or UNKNOWN): [Pipeline]
- Deal property labels I may quote (or UNKNOWN): [Properties]
- Owner or team labels I may quote (or UNKNOWN): [Owners]
- Words I must not use: [Banned]
- What I must never invent (MRR, win rate, emails, API keys): [Never]
- Output format: [Format]
- Language: [Lang]

Generate:
1. Honesty ledger: Inventory nouns, Version, Pipeline, Properties, Owners, Lang. Forbidden: invented MRR, win rates, emails, API keys. Include HubSpot deal stage terminology.
2. Stage checklist: one block per Inventory stage. Missing MRR write NOT IN INPUTS.
3. Pipeline lock: only Pipeline named. Unnamed pipelines stay NOT IN INPUTS.
4. Version lock: print Version. Refuse HubSpot features newer than Version if Version is named.
5. Refuse list: inventing MRR figures, inventing win rates, inventing contact emails, inventing API keys.
6. Compliance pass: quote Banned and Never hits. Cut them. Format as Format.

Constraints:
- Checklist from Inventory only. No invented MRR or win rates.
- 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.

HubSpot Deal Stage Checklist from Pipeline Inventory (No Invented MRR) - Result

Examples

Example Input

Inventory: stage Qualify as pasted; stage Proposal as pasted; exit criteria Dock PPE demo booked as pasted. MRR NONE. Win rate NOT IN INPUTS.
Version: HubSpot Sales Hub notes 2024 as pasted (do not invent Breeze AI invent)
Pipeline: Harbor Dock B2B as pasted
Properties: Deal amount UNKNOWN; Close date UNKNOWN; Product Harbor PPE Kit as pasted
Owners: team Harbor Sales as pasted. AE name UNKNOWN.
Banned: guaranteed win, MRR invent, win rate invent, email invent
Never: invent MRR, invent win rates, invent contact emails, invent API keys
Format: ledger + checklist + pipeline + version + refuse + compliance
Lang: English

Example Output

1. Ledger. Inventory: stage Qualify; stage Proposal; exit criteria Dock PPE demo booked. MRR NONE. Win rate NOT IN INPUTS. Version HubSpot Sales Hub notes 2024. Pipeline Harbor Dock B2B. Properties Deal amount UNKNOWN; Close date UNKNOWN; Product Harbor PPE Kit. Owners team Harbor Sales; AE UNKNOWN. Lang English. Forbidden: invented MRR, win rates, emails, API keys, guaranteed win, MRR invent, win rate invent, email invent.

2. Stage checklist (HubSpot).
1. Qualify as pasted | exit Dock PPE demo booked as pasted | MRR NOT IN INPUTS (NONE)
2. Proposal as pasted | product Harbor PPE Kit as pasted | win rate NOT IN INPUTS
Contact emails: NOT IN INPUTS. API keys: NOT IN INPUTS.

3. Pipeline lock. Harbor Dock B2B as pasted. Unnamed pipelines stay NOT IN INPUTS. Do not invent Enterprise pipeline.

4. Version lock. HubSpot Sales Hub notes 2024 as pasted. Breeze AI invent not used.

5. Refuse. MRR invent: refused. Win rate invent: refused. Email invent: refused. Guaranteed win: refused. API key invent: refused.

6. Compliance. Banned hits none. Format ledger+checklist+pipeline+version+refuse+compliance. Gaps: deal amount, close date, AE name, closed-won criteria, next-step task template.

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.