Prompt library
Systems & Data
RevOps

Data Assessment — Opportunities

Identify stuck stages, missing Close Dates, and role gaps slowing conversion.
Table of contents
Prompt
Follow-up Prompts
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applicable Roles
Sales Ops
RevOps
CRO/VP of Sales
Prompt
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Petavue, audit our Opportunity records and deliver a summary table with these metrics:

  • % with Valid Source Attribution
  • % Missing Close Dates
  • % Stuck in the Same Stage > 90 Days
  • % Without a ‘Decision Maker’ or ‘Influencer’ Contact Linked

Then provide:

  1. Trigger Logic for real-time alerts on stuck deals
  2. Validation Rules to enforce mandatory Close Dates and Buying Role fields
  3. Segment Breakdowns (by region, owner, and product line)
Follow-up Prompts
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Based on the Opportunity audit across source attribution, close date, stage duration, and contact role mapping, recommend specific actions using:

  • Salesforce or HubSpot to:
    • Enforce validation rules (mandatory Close Date, Buying Role contact for Opp stage > Discovery)
    • Create automations that trigger Slack alerts or task reminders for Opps stalled in the same stage >90 days
  • Slack to notify owners weekly about:
    • Stuck deals
    • Opps missing Close Dates or Decision Maker links
  • Clay to enrich or identify Decision Makers from company records where missing

For each issue, output:

  1. Issue Type (e.g., “Missing Close Date”)
  2. % Affected Records
  3. Recommended Action (Tool):
  4. Trigger Logic or Validation Rule (if applicable)
  5. Slack Alert or Enrichment Prompt Example (if needed)
Action Prompt

What This Prompt Does

This prompt audits the Opportunity object to evaluate metadata completeness and deal progression quality. It checks for missing Close Dates, unlinked buyer roles, source attribution gaps, and deals stuck in the same stage for over 90 days. The output includes a summary dashboard with field-level metrics, segment-wise breakdowns, and actionable recommendations for validation rules, Slack alerts, and enrichment workflows to tighten CRM hygiene and improve sales execution.

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Strategic Impact

Clean, complete opportunity data is essential for forecast accuracy and deal progression. This prompt helps Sales and RevOps teams identify silent pipeline risks and intervene before deals fall through the cracks.

Business outcomes:

 → Increases forecast reliability by resolving missing Close Dates and deal metadata

 → Improves pipeline velocity by flagging stalled deals for timely follow-up

 → Strengthens win probability by ensuring Decision Makers are linked to key opportunities

 → Supports scalable sales hygiene through alerts, rules, and enrichment workflows