Folk CRM Pipeline Stage Checklist from Pipeline Inventory (No Invented Win Rates)
PpromptstudioยทSep 12, 2026
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Turn a Folk CRM pipeline inventory into a stage checklist only. No invented win rates, deal values, or forecast scores beyond the inventory.
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.