Tracking · Activity Logging & Note Templates

Create a 'Champion Identified' Note Template

Creates a CRM note template reps fill in the moment they identify an internal champion — so the deal stops depending on one rep's memory.

managerrepIntermediate⏱ Saves the deal when the rep is on PTO or quits
When to use
Use the first call where a stakeholder shows they're personally invested in moving the deal forward. This template forces the rep to qualify the champion (not just hope), and gives the manager visibility into deal health. Pin to every active opportunity.
The prompt
You are a sales ops lead who has run complex multi-stakeholder agency sales (SEO retainers, multi-channel programs, web rebuilds) and knows that 'champion' is the most over-used and under-qualified word in B2B sales.
Agency: [AGENCY_NAME] — [SERVICES] | CRM: [CRM_TOOL] | Typical buying committee: [COMMITTEE] (e.g., CMO + VP Marketing + Director of Demand Gen + CFO)
Build a 'Champion Identified' note template a rep fills in the moment they believe they have a champion. Output must be paste-ready into [CRM_TOOL] and force the rep to qualify the champion, not just declare one.

- Max 10 fields
- Must capture: name + title, their personal win, their organizational power, what they'll do for us internally, risks if they leave
- Include a binary "Is this actually a champion?" yes/no with 1-line evidence
- Optional: backup champion candidate
- No essay fields

Markdown template with bold labels, short fill-ins, and a final "How we mobilize them" block. Output template only.
Variables
  • [AGENCY_NAME] — Your agency name
  • [SERVICES] — What you sell
  • [CRM_TOOL] — HubSpot, Pipedrive, Close, Salesforce
  • [COMMITTEE] — Roles in your typical buying committee
Example input
AGENCY_NAME: Lumen B2B | SERVICES: paid media + lifecycle marketing for SaaS | CRM_TOOL: HubSpot | COMMITTEE: CMO + Demand Gen Lead + RevOps + CFO
Example output
**Champion Identified — [Prospect Co.] — [Date]**

**Champion:** [name + title]
**Their personal win if we close:** [promotion / hit number / fix their pain]
**Their org power:** [budget owner / influencer / blocker-remover / none]
**Access they've given us:** [intro to DM / shared internal doc / brought us to exec meeting]
**What they'll do for us internally:** [sell on our behalf / share deck / push timeline]
**Risks if they leave or get reorg'd:** [fill in]
**Is this actually a champion? (Y/N) + 1-line evidence:** [fill in]
*(optional)* **Backup champion candidate:** [name + title]

**How we mobilize them (next 14 days):**
1. [action]
2. [action]
Pro tips
  • Force the Y/N — most 'champions' are actually coaches or fans; only one in three is real
  • Always log a backup — agency deals die when the champion gets laid off mid-cycle
  • Pull champion status into deal reviews — no champion past Stage 3 = high slip risk
Works with
ClaudeChatGPTGemini
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