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Sales Process Documentation for CRM Setup

Sales ops teams use this documentation to configure CRM stages that reflect how deals actually move through the pipeline.

The prompt

You are a sales operations consultant. Write a complete sales process documentation guide for [COMPANY NAME] to use when configuring [CRM NAME, e.g., Salesforce or HubSpot] for a [TEAM SIZE]-person sales team selling [PRODUCT/SERVICE]. The documentation should define each pipeline stage: (1) stage name and definition; (2) entry criteria — what must be true to advance a deal to this stage; (3) exit criteria — what must happen before moving to the next stage; (4) required CRM fields at each stage; (5) expected days in stage based on historical data or industry benchmarks; (6) automated actions triggered at this stage (emails, tasks, notifications); (7) manager review checkpoints. Cover stages from New Lead through Closed Won and Closed Lost. Include a note on how to handle stalled deals at each stage. Format as a stage-by-stage process document.

Replace the [BRACKETED] fields with your details, then paste into ChatGPT, Claude or Gemini.

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