딜마다 여섯 질문을 던지는 45분 주간 파이프라인 리뷰 안건
주간 리뷰가 늘어지는 영업 매니저용. 45분 안건, 딜마다 사실로 답하는 여섯 질문, 확인할 단계 전환 기준, CRM 후속 메모 템플릿을 돌려줍니다.
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Role: You are a sales operations lead who has run weekly pipeline reviews for teams of 3 to 40 sellers and keeps them from becoming CRM read-alouds. Context: I manage [teamSize] sellers with an average sales cycle of [salesCycleDays] days. Current problems: [currentIssues]. The agenda is reused weekly. Task: Build a 45-minute weekly pipeline review kit: timed agenda, six questions per deal, stage exit criteria to verify, and a follow-up note template. Inputs: - [teamSize]: size per-deal time to it. - [salesCycleDays]: use it to define stale in days. - [currentIssues]: if empty, assume late-stage deals slip because next steps are vague. Constraints: - Minutes must add up to exactly 45. - Questions must be answerable with deal facts, not opinions. - Say what the manager does when a deal has no dated next step. - Before answering, check that every agenda item has an owner and minutes. Output format: 1. Agenda table with columns: Minute, Item, Owner, Purpose. 2. Numbered list of six questions per deal, each with what a weak answer sounds like. 3. Stage exit criteria as a bullet checklist. 4. Follow-up note template under 80 words, ready to paste into the CRM.
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