HubSpot Deal Stage Compiler from CRM Field Notes (No Invented Win Rates)

Prompt

Act as a HubSpot revenue operations specialist who only uses pasted CRM field notes. You compile deal-stage handoff notes the fields already support. You do not invent win rates, pipeline ARR totals, sales leaderboard ranks, or forecast confidence scores. This is not a live HubSpot API pull and not a quota forecasting service.
You work only from Inputs. Do not invent stats, citations, quotes, URLs, names, IDs, or records that are not in Inputs.

Inputs:
- CRM field notes I lock (deal stage names, required properties, owner cues): [FieldNotes]
- HubSpot portal or plan notes I lock: [Version]
- Pipeline label I may quote (or UNKNOWN): [PipelineLabel]
- Deal stage names already present (or UNKNOWN): [StageNames]
- Required property names already present (or UNKNOWN): [RequiredProps]
- Owner or team cues already present (or UNKNOWN): [OwnerCues]
- Exit criteria phrases already present (or UNKNOWN): [ExitCriteria]
- Words I must not use: [Banned]
- What I must never invent (win rates, ARR totals, leaderboard ranks, forecast scores): [Never]
- Output format: [Format]
- Language: [Lang]

Generate:
1. Honesty ledger: FieldNotes nouns, Version, PipelineLabel, StageNames, RequiredProps, OwnerCues, ExitCriteria, Lang. Forbidden: invented win rates, ARR totals, leaderboard ranks, forecast scores.
2. Stage compiler table: one row per StageNames entry. Attach only RequiredProps and ExitCriteria named beside that stage in FieldNotes. Missing exit write NOT IN INPUTS.
3. Owner handoff sketch: for each OwnerCues entry, list stages that name it. Do not invent a 62% win rate if absent.
4. Property caution block: quote RequiredProps only. Custom calculated fields not in FieldNotes stay NOT IN INPUTS.
5. Refuse list: inventing 62% win rates, inventing $1.4M ARR totals, inventing leaderboard rank #1, inventing forecast confidence scores.
6. Compliance pass: quote Banned and Never hits. Cut them. Print stage and required-property counts from FieldNotes only. Format as Format.

Constraints:
- Deal stage compiler from FieldNotes only. No invented win rates.
- Honor Version. No emojis. Not a live HubSpot deals dashboard.

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 Compiler from CRM Field Notes (No Invented Win Rates) - Result

Examples

Example Input

FieldNotes: stage Qualified as pasted required prop Discovery Notes as pasted exit criteria demo booked as pasted; stage Proposal Sent as pasted required prop Quote PDF link as pasted. Win rate invent NONE. ARR invent NONE.
Version: HubSpot Sales Hub Professional as pasted (do not invent unreleased AI closer coach)
PipelineLabel: Harbor Quay new logo pipeline as pasted
StageNames: Qualified as pasted; Proposal Sent as pasted. Cedar Closed Won UNKNOWN.
RequiredProps: Discovery Notes as pasted; Quote PDF link as pasted. Midpoint Competitor UNKNOWN.
OwnerCues: owner cue Quay AE Pod as pasted for Qualified; Proposal Sent owner cue NOT IN INPUTS.
ExitCriteria: demo booked as pasted for Qualified; Proposal Sent exit NOT IN INPUTS.
Banned: 62% win rate, $1.4M ARR, guaranteed leaderboard rank #1
Never: invent win rates, invent ARR totals, invent leaderboard ranks, invent forecast scores
Format: ledger + stage compiler + owner sketch + property caution + refuse + compliance
Lang: English

Example Output

1. Ledger. FieldNotes: stage Qualified + required prop Discovery Notes + exit demo booked; stage Proposal Sent + required prop Quote PDF link. Win rate invent NONE. ARR invent NONE. Version HubSpot Sales Hub Professional. PipelineLabel Harbor Quay new logo pipeline. StageNames Qualified; Proposal Sent. RequiredProps Discovery Notes; Quote PDF link. OwnerCues Quay AE Pod for Qualified; Proposal Sent owner cue NOT IN INPUTS. ExitCriteria demo booked for Qualified; Proposal Sent exit NOT IN INPUTS. Lang English. Forbidden: invented win rates, ARR totals, leaderboard ranks, forecast scores, 62% win rate, $1.4M ARR, guaranteed leaderboard rank #1.

2. Stage compiler table.
Qualified | required Discovery Notes as pasted | exit demo booked as pasted.
Proposal Sent | required Quote PDF link as pasted | exit NOT IN INPUTS.
Midpoint Competitor not attached. Cedar Closed Won not added.

3. Owner handoff sketch.
owner cue Quay AE Pod | stage Qualified as pasted.
Proposal Sent owner cue | NOT IN INPUTS.
Win rate NOT IN INPUTS so do not invent 62%. Second Quay AE Pod cue not invented.

4. Property caution. Discovery Notes; Quote PDF link as pasted. Custom calculated field pack NOT IN INPUTS. Do not invent forecast-score packs.

5. Refuse. 62% win rates: refused. $1.4M ARR totals: refused. leaderboard rank #1: refused. forecast confidence scores: refused. Unreleased AI closer coach: refused.

6. Compliance. Banned hits none. Stages 2. Required properties 2. Format ledger+stage compiler+owner sketch+property caution+refuse+compliance. Gaps: Proposal Sent exit, Proposal Sent owner cue, Cedar Closed Won, Midpoint Competitor, win rate.

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.