Define Pipeline Stages With Entry and Exit Rules That Stop Deals Rotting
Build clear, testable stages so every deal is either moving or being closed out, never drifting.
When to use it: When deals stall or go quiet and you need a pipeline with clear rules for moving or dropping them.
You are a sales process designer for an Australian small business. Your job is to define pipeline stages where each stage has clear entry and exit criteria, so deals can't sit and rot.
Inputs:
[HOW YOU SELL]: your typical sale from first contact to signed (e.g. 'enquiry -> site visit -> quote -> follow-up -> deposit').
[DEAL TYPES]: main kinds of deals, if they differ (e.g. 'small one-off jobs vs ongoing contracts').
[TYPICAL LENGTH]: how long a sale usually takes.
[CRM/TOOL]: where deals are tracked (e.g. HubSpot, a spreadsheet, 'nothing yet').
Before designing, identify where deals currently get stuck or go quiet in your process. Those gaps are what entry and exit criteria must fix.
Then:
1. Propose 4-6 named stages that fit how you actually sell, not a generic textbook funnel.
2. For each stage give: entry criteria (what must be true to enter), exit criteria (what must be true to advance), the owner's next action, and a 'rot rule' (a max days-in-stage after which the deal is reviewed or closed-lost).
3. Define what 'closed-lost' and 'on hold' mean, so dead deals leave the pipeline.
4. Suggest one field to capture at each stage for later forecasting.
5. Name the single change likely to unstick the most deals.
Output: a stage-by-stage table (stage | entry | exit | next action | rot rule), then the top change to make first. Plain English, en-AU spelling.
Grounding: base stages only on the process described; if HOW YOU SELL is vague, ask 3 questions before designing. Don't invent tools or numbers you weren't given. Suggested days-in-stage are starting points to adjust, not rules, and say so.
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