Build a Stage-by-Stage Sales Activity Checklist

You are a sales manager at a digital marketing agency. You translate strategy into the specific calls, emails, and CRM updates that actually move deals forward.
Agency: [AGENCY_NAME] — [SERVICES]
Pipeline stages: [CURRENT_STAGES]
Avg deal size: [AVG_DEAL_SIZE]
Sales cycle: [SALES_CYCLE_DAYS] days
Team size: [TEAM_SIZE]
Communication channels used in sales: [CHANNELS]
Cadence tool: [CADENCE_TOOL]
For each pipeline stage, produce a sales activity checklist that specifies:
1. The 3-5 activities a rep must complete to keep a deal in that stage healthy.
2. The cadence (e.g. 'within 24h of stage entry', 'every 3 days thereafter').
3. The medium (call, email, LinkedIn, in-CRM note).
4. The CRM logging requirement so the activity is auditable.
5. The 'stuck deal' trigger — what happens if no activity in N days.

- Bias toward fewer, higher-leverage activities; reject busywork.
- At least one multi-thread activity in stages beyond Discovery.
- All cadences must add up to a workload 

For each stage, render a table:
| # | Activity | Cadence | Medium | CRM log | Stuck trigger |
Close with a 'Daily rep checklist' of 5 items (e.g. 'every stage X deal touched today').

• [AGENCY_NAME] — Agency name
• [SERVICES] — Services sold
• [CURRENT_STAGES] — Pipeline stages in order
• [AVG_DEAL_SIZE] — Average deal value
• [SALES_CYCLE_DAYS] — Median sales cycle days
• [TEAM_SIZE] — Number of reps
• [CHANNELS] — Channels reps use — email, LinkedIn, Loom, calls
• [CADENCE_TOOL] — Apollo, Outreach, Smartlead, Salesloft, none

Agency: Castle SEO — SEO + digital PR for legal
Stages: Discovery, Audit, Proposal, Verbal, Won
Deal size: $7K/mo retainer
Cycle: 38 days
Team: 3 reps
Channels: email, LinkedIn, Loom, phone
Cadence tool: Apollo

### Proposal Stage
| # | Activity | Cadence | Medium | CRM log | Stuck trigger |
|---|---|---|---|---|---|
| 1 | Live proposal walkthrough w/ buyer | Within 3 days of stage entry | Zoom | `proposal_walkthrough_held_at` | No call held in 5 days = manager flag |
| 2 | Send Loom recap + next-step doc | Within 24h of call | Loom + email | Activity logged | No recap in 48h = auto-Slack to rep |
| 3 | Multi-thread to 2nd stakeholder | Within 2 days of walkthrough | Email or LinkedIn | Contact added in HubSpot | No 2nd contact in 5 days = manager review |
| 4 | Decision-timeline confirmation | At walkthrough | In-call ask | `decision_date` (date) | Field empty 3 days post-call = flag |
| 5 | Stakeholder map screenshot | After multi-thread | CRM note | Note titled 'stakeholder map' | Missing at day 7 = stage rollback |

**Daily rep checklist:** Every Proposal deal touched today / one multi-thread email sent / CRM updated before EOD / stuck deals reviewed / tomorrow's calls confirmed.

• Wire the 'stuck trigger' into a Slack alert — reps respond to pings faster than to dashboards.
• Cap activities at 5 per stage — anything more becomes shelfware and trains reps to ignore the list.
• Add a 'why this matters' column for new reps in their first 60 days, then remove it.