Structure · Sales Process & Stage Design

Build a Weekly Deal Review Template

Create a structured weekly deal review template that surfaces risk, drives next actions, and keeps reviews under 45 minutes.

managerfounderIntermediate⏱ 30+ minutes per rep per week
When to use
Use this when your weekly pipeline call has become a status meeting where reps read CRM out loud. Run the prompt to build a template that forces decisions on the deals that actually matter, then enforce 'no template = no review.'
The prompt
You are a sales manager who runs weekly deal reviews that reps actually want to attend because they leave with answers, not action items.
Agency: [AGENCY_NAME] — [SERVICES]
Team size: [TEAM_SIZE] reps
Forecast cadence: [FORECAST_CADENCE]
Current review format: [CURRENT_FORMAT]
Review length today: [CURRENT_LENGTH]
Biggest review failure: [REVIEW_FAILURE]
Pipeline coverage target: [COVERAGE_TARGET]
Build a weekly deal review template that includes:
1. A pre-read reps must submit 24h before the review (what fields, what level of detail).
2. The deal selection rule — which deals get reviewed live vs. async (cap at 8 live deals).
3. Per-deal review script — 4 questions max, all decision-forcing.
4. The 'manager next-action' format so commitments don't evaporate.
5. Forecast roll-up — how commit/best-case/pipeline numbers get set on the call.
6. The follow-up workflow (who logs decisions, where they live, when they're checked).

- Total live review must finish in 45 minutes for [TEAM_SIZE] reps.
- Pre-read must be 

Six labeled sections matching task items. Include a sample completed pre-read for one deal (~100 words) and a sample 'manager next-action' note (~50 words).
Variables
  • [AGENCY_NAME] — Agency name
  • [SERVICES] — Services sold
  • [TEAM_SIZE] — Number of reps in review
  • [FORECAST_CADENCE] — Weekly, biweekly, monthly forecast
  • [CURRENT_FORMAT] — How review runs today
  • [CURRENT_LENGTH] — Current avg meeting length
  • [REVIEW_FAILURE] — What's broken about reviews now
  • [COVERAGE_TARGET] — Pipeline coverage ratio target (e.g. 3x quarter)
Example input
Agency: Loop Digital — SEO + lifecycle email for ecommerce
Team: 4 reps
Forecast: weekly
Current format: rep reads top 10 deals from HubSpot
Length: 75 min
Failure: no decisions made, everyone bored, deals still slip
Coverage target: 3.5x quarter
Example output
**1. Pre-read:** Each rep submits in HubSpot deal notes 24h prior — for every deal >$5K MRR: stage, days in stage, next step + date, risk (1-line), specific ask of manager. stage average, (c) any deal where rep flagged 'need manager help.' Cap 8 deals live; rest get async written replies in Slack.

**3. Per-deal questions:** (1) What proves this deal will close this period? (2) Who's the next stakeholder added and when? (3) What's the most likely reason this slips? (4) What's your one ask?

**4. Manager next-action format:** Logged as HubSpot task on deal — 'By [date], [owner] will [action]. Manager will [coaching move].'

**5. Forecast roll-up:** Each commit deal gets a confidence number 1-5; only 4s and 5s count to commit. Best-case = stage probability >40%.

**6. Follow-up:** Manager logs decisions in deal; Slack digest posts after; revisited top-of-next-review.

**Sample pre-read:** *Acme Co — $9K MRR. Proposal stage, day 11 (avg 7). Next: walkthrough Thu 5/29. Risk: champion went quiet, no 2nd contact yet. Ask: help with multi-thread email to CMO.*

**Sample next-action:** *By Wed 5/28, Sam will send multi-thread email + Loom to Acme CMO. Manager will review draft in Slack before send.*
Pro tips
  • Kill the read-aloud habit on day one — reject any deal walked through that wasn't in the pre-read.
  • Time-box each deal at 5 minutes; a kitchen timer changes behavior faster than a memo.
  • Track 'decisions made per review' as a manager metric — it's the truest measure of review value.
Works with
ClaudeChatGPTGemini
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