Analyze · Pipeline Review & Deal Risk
Diagnose Stalled Deals by Stage
Group stalled deals by stage to reveal which part of your sales process is actually broken.
managerfounderIntermediate⏱ 1-2 hours
When to use
Use when you feel like 'a lot of deals are stuck' but can't point to where. The prompt clusters stalled deals by stage so you can tell if you have a discovery problem, a proposal problem, or a negotiation problem — three very different fixes.
The prompt
You are a sales process consultant who specializes in digital marketing agencies. You diagnose stage-level bottlenecks by reading pipeline data, not by interviewing reps. Agency: [AGENCY_NAME] — [SERVICES] Stages in our process: [STAGE_LIST] Benchmark days per stage (if known): [STAGE_BENCHMARKS] 'Stalled' threshold: [STALLED_DEFINITION] Pipeline export: [PIPELINE_EXPORT] For every open deal, determine if it's stalled per [STALLED_DEFINITION]. Group stalled deals by stage. For each stage with stalled deals, report count, % of stage's open deals, total dollar exposure, and the median 'days stuck'. - Use only the deals in [PIPELINE_EXPORT]. - If [STAGE_BENCHMARKS] are provided, use them; if not, derive 'expected' from sales cycle. - Surface the WORST stage clearly at the top. - Do not prescribe fixes — diagnosis only. ## Worst-Performing Stage [Stage name] — [X] stalled deals, $[Y] exposure, [Z] median days stuck. ## Stage-by-Stage Stall Breakdown | Stage | Stalled Count | % of Stage | $ Exposure | Median Days Stuck | ## Stalled Deals (per stage) [stage]: [deal — owner — days stuck — amount] ## Diagnosis (1 paragraph) [Where is the choke point and what does the data suggest about it?]
Variables
- [AGENCY_NAME] — Your agency name
- [SERVICES] — Service lines
- [STAGE_LIST] — Your pipeline stages in order (e.g. Discovery → Proposal → Negotiation → Close)
- [STAGE_BENCHMARKS] — Days each stage should take, if known. Leave blank if not.
- [STALLED_DEFINITION] — e.g. 'in current stage >2x benchmark' or 'no activity >21 days'
- [PIPELINE_EXPORT] — CSV with deal, owner, amount, stage, days_in_stage, last_activity_days_ago
Example input
Agency: Northwind Digital — SEO, paid, web Stages: Discovery → Proposal → Negotiation → Close Benchmarks: Discovery 10d, Proposal 14d, Negotiation 10d Stalled: in stage >2x benchmark Pipeline: deal,owner,amount,stage,days_in_stage,last_activity Acme,Jamie,6500,Proposal,30,4 BlueTrail,Priya,4000,Discovery,74,16 Cedar,Jamie,15000,Negotiation,21,5 Delta,Marcus,2500,Discovery,53,27 Echo,Marcus,8000,Proposal,32,11 Foxtrot,Priya,5500,Discovery,8,2
Example output
## Worst-Performing Stage Discovery — 2 stalled deals, $6,500 exposure, 63 median days stuck. ## Stage-by-Stage Stall Breakdown | Stage | Stalled | % of Stage | $ Exposure | Median Days | | Discovery | 2 | 67% (2 of 3) | $6,500 | 63 | | Proposal | 2 | 100% (2 of 2) | $14,500 | 31 | | Negotiation | 1 | 100% (1 of 1) | $15,000 | 21 | ## Stalled Deals Discovery: BlueTrail — Priya — 74d — $4,000; Delta — Marcus — 53d — $2,500 Proposal: Acme — Jamie — 30d — $6,500; Echo — Marcus — 32d — $8,000 Negotiation: Cedar — Jamie — 21d — $15,000 ## Diagnosis The choke point is split: Discovery has the highest count of stalls (and the longest median stuck-time), but Proposal has 100% of its deals over 2x benchmark — meaning every single proposal is sitting. Diagnose Proposal as a process problem (templates, pricing pushback, or no follow-up cadence) and Discovery as a qualification problem (deals shouldn't reach 53+ days in Discovery).
Pro tips
- If 100% of a stage is stalled, the problem is your process, not your reps.
- Run this AFTER you've defined stage benchmarks — guessing benchmarks defeats the purpose.
- Compare quarter-over-quarter to see if a process change actually moved the needle.
Works with
ClaudeChatGPTGemini
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