# Pipeline and forecast review: prompt pack Prompts for your weekly pipeline look: what moved, what's stuck, and whether the forecast holds up. Online: https://mcpforgtm.com/toolkit/prompts/pipeline-and-forecast For: AEs, Sales leaders ## How to use a prompt 1. Connect the tools the prompt needs. Each one links to its listing and setup steps. 2. Copy the prompt into Claude, ChatGPT or another assistant, and replace the text in [brackets]. 3. Read what comes back. Before you say yes to a change, go through the points under "Before you approve". ## My pipeline this week (Read only) Every open deal you own, sorted so the next action is obvious. Tools it needs: - Your CRM (any one of): HubSpot, uses "CRM search (read only)" (https://mcpforgtm.com/tools/hubspot); Salesforce, uses "SOQL query (soqlQuery) and SOSL search (find)" (https://mcpforgtm.com/tools/salesforce); Pipedrive, uses "deals", "activities" (https://mcpforgtm.com/tools/pipedrive); Attio, uses "records search (read only)" (https://mcpforgtm.com/tools/attio) ```text List my open deals in my CRM. For each one: name, stage, amount, close date, days since the last activity, and the next step if one is logged. Show a table sorted by close date. Flag deals with a close date in the past or no next step. End with the total amount for each stage. Read only: don't change anything in my tools. ``` Full recipe: Weekly pipeline digest to Slack (https://mcpforgtm.com/recipes/weekly-pipeline-digest-slack) ## Deals that have gone quiet (Read only) Open deals with no recent activity, before they slip. Tools it needs: - Your CRM (any one of): HubSpot, uses "CRM search (read only)" (https://mcpforgtm.com/tools/hubspot); Salesforce, uses "SOQL query (soqlQuery) and SOSL search (find)" (https://mcpforgtm.com/tools/salesforce); Pipedrive, uses "deals", "activities" (https://mcpforgtm.com/tools/pipedrive); Attio, uses "records search (read only)" (https://mcpforgtm.com/tools/attio) ```text Find my open deals with no logged activity (calls, emails, meetings or notes) in the last [14] days. For each one, show the stage, amount, close date and the date and type of the last activity. Then suggest one next step per deal, based only on what the record shows. Read only: don't change anything in my tools. ``` Full recipe: Forecast reality check: flag Commit and Best Case deals with no recent activity (https://mcpforgtm.com/recipes/forecast-reality-check) ## Close dates that have slipped (Read only) Deals whose close date has passed or keeps moving. Tools it needs: - Your CRM (any one of): HubSpot, uses "CRM search (read only)" (https://mcpforgtm.com/tools/hubspot); Salesforce, uses "SOQL query (soqlQuery) and SOSL search (find)" (https://mcpforgtm.com/tools/salesforce); Pipedrive, uses "deals" (https://mcpforgtm.com/tools/pipedrive); Attio, uses "records search (read only)" (https://mcpforgtm.com/tools/attio) ```text Find my open deals where the close date is in the past, or falls in the next [7] days while the deal is still in one of these stages: [stage names]. Show each deal with its stage, amount and close date. If my CRM keeps history of close date changes, tell me how many times each date has moved. If it doesn't, say so. Read only: don't change anything in my tools. ``` ## Reality check on my commit deals (Read only, uses credits) Test each committed deal against what buyers actually said. Tools it needs: - Your CRM (any one of): HubSpot, uses "CRM search (read only)" (https://mcpforgtm.com/tools/hubspot); Salesforce, uses "SOQL query (soqlQuery) and SOSL search (find)" (https://mcpforgtm.com/tools/salesforce); Pipedrive, uses "deals" (https://mcpforgtm.com/tools/pipedrive); Attio, uses "records search (read only)" (https://mcpforgtm.com/tools/attio) - Your call recorder (any one of): Gong, uses "ask_deal (deal Q&A)" (https://mcpforgtm.com/tools/gong); Salesloft, uses "conversations (search, details, recording links)" (https://mcpforgtm.com/tools/salesloft); Granola, uses "meeting transcripts" (https://mcpforgtm.com/tools/granola); Fireflies, uses "transcript search & retrieval" (https://mcpforgtm.com/tools/fireflies) ```text List my deals in the forecast category [Commit] (or in the stages [stage names]) that close in [this quarter]. For each one, check my call recorder for the most recent buyer conversation. Tell me: did the buyer confirm the timeline, is the decision maker involved, and is a next meeting booked? Mark each deal "supported", "at risk" or "no evidence", and show what you based it on. Before you use Gong, tell me how many lookups you'll run (each may use credits) and wait for my OK. If an answer comes from Gong, it's a summary, not a quote: label it that way, and say which call it came from if Gong shows it. Read only: don't change anything in my tools. ``` Full recipe: Forecast reality check: flag Commit and Best Case deals with no recent activity (https://mcpforgtm.com/recipes/forecast-reality-check) ## Deals with only one contact (Read only) Find deals that depend on one person. Tools it needs: - Your CRM (any one of): HubSpot, uses "CRM search (read only)" (https://mcpforgtm.com/tools/hubspot); Salesforce, uses "SOQL query (soqlQuery) and SOSL search (find)" (https://mcpforgtm.com/tools/salesforce); Pipedrive, uses "deals", "persons (contacts)", "activities" (https://mcpforgtm.com/tools/pipedrive); Attio, uses "records search (read only)" (https://mcpforgtm.com/tools/attio) ```text Find my open deals over [amount] that have only one contact associated, or where only one person has replied or met with us in the last [30] days. For each one, show the deal, the contact and their title, and suggest two other roles at that company I should reach. Read only: don't change anything in my tools. ``` Full recipe: Single-threaded deal alert: find the missing signers and draft multi-threading intros (https://mcpforgtm.com/recipes/single-threaded-deal-alert) ## Forecast summary for my manager (Read only) A short update on your commit deals to paste into a message or a doc. Tools it needs: - Your CRM (any one of): HubSpot, uses "CRM search (read only)" (https://mcpforgtm.com/tools/hubspot); Salesforce, uses "SOQL query (soqlQuery) and SOSL search (find)" (https://mcpforgtm.com/tools/salesforce); Pipedrive, uses "deals" (https://mcpforgtm.com/tools/pipedrive); Attio, uses "records search (read only)" (https://mcpforgtm.com/tools/attio) ```text Write my forecast update for my deals in the [Commit] forecast category that close in [this month]. If my CRM has no forecast category, use deals in the stages [stage names] instead. Include: the commit total and each commit deal with its amount, my total open pipeline, commit deals at risk and why, and any close dates, amounts or stages that changed since [the date of my last update], if the CRM shows them. Keep it under 200 words. Use only numbers from my CRM, and list the deals you used. Read only: don't change anything in my tools. ``` Full recipe: Forecast reality check: flag Commit and Best Case deals with no recent activity (https://mcpforgtm.com/recipes/forecast-reality-check) ## Update next steps and close dates (Changes data) Fix the deals you reviewed, after you've checked each change. Tools it needs: - Your CRM, to update deals (any one of): HubSpot, uses "creates and edits CRM records (contacts, companies, deals, tickets, etc.)" (https://mcpforgtm.com/tools/hubspot); Salesforce, uses "creates, updates and deletes Salesforce records (platform/sobject-all server)" (https://mcpforgtm.com/tools/salesforce); Pipedrive, uses "creates and updates deals" (https://mcpforgtm.com/tools/pipedrive); Attio, uses "creates, updates, upserts and merges CRM records" (https://mcpforgtm.com/tools/attio) ```text For the deals we just reviewed, prepare updates to these fields: [for example: next step, close date, stage]. Make a table with the deal, the field, the current value and the new value. Don't change any field I didn't name. Don't delete any records. Show me exactly what you'll change first, and wait for my yes before you change anything. ``` Before you approve: Check each row: the right deal, the old value and the new value. Stage and close date changes often feed reports and forecasts, so make sure they're real. ## Post a pipeline digest in Slack (Changes data) Share the week's pipeline in a channel or a direct message. Tools it needs: - Your CRM (any one of): HubSpot, uses "CRM search (read only)" (https://mcpforgtm.com/tools/hubspot); Salesforce, uses "SOQL query (soqlQuery) and SOSL search (find)" (https://mcpforgtm.com/tools/salesforce); Pipedrive, uses "deals", "activities" (https://mcpforgtm.com/tools/pipedrive); Attio, uses "records search (read only)" (https://mcpforgtm.com/tools/attio) - Slack, to post: Slack, uses "sends and schedules messages" (https://mcpforgtm.com/tools/slack) ```text Make a short pipeline digest from my CRM for the last [7] days: new deals, deals that moved stage, and deals closed won and lost. Add open deals with no activity in [14] days. Include amounts and links to the records if you have them. Then post it in Slack to [channel name or person]. Show me the exact message and where it will go, and wait for my yes before you post or send anything. ``` Before you approve: Check the channel or person, and that the numbers match your CRM. Deal amounts may be sensitive, so think about who can read that channel. Full recipe: Weekly pipeline digest to Slack (https://mcpforgtm.com/recipes/weekly-pipeline-digest-slack) _What each tool can do comes from its StackMCP listing, which links the source for each fact. Vendors change their servers, so if a step doesn't work, check the listing. The prompts are starting points: edit them to fit how your team works._