BUSINESS TEMPLATE · T19

Pipeline Review

Creates a consistent opportunity review.

Complete your template

Answer each question using the guidance and example underneath it. You do not need perfect answers. If you do not know something, write Unknown so your AI does not fill the gap with a guess.

Opportunity

Name the prospect/company.

ExampleABC Manufacturing

Stage evidence

What observable event justifies the current stage?

ExampleProposal reviewed with decision team.

Value

Use the actual quoted or expected deal value and label estimates.

Example$18,000 proposal value.

Next commitment

What has the buyer agreed to do next?

ExampleCFO review Thursday.

Risk

What known issue could stop or delay the deal?

ExampleBudget approval not confirmed.

Last activity

Record the most recent meaningful interaction.

ExampleProposal review Sept. 21.

Owner

Who is responsible for advancing it?

ExampleChris

Close / exit rule

What event means advance, close-won, or stop pursuing?

ExampleWritten approval, explicit no, or 30 days with no agreed next step.

Take it to your AI of choice

When you are finished, copy the package below and paste it into ChatGPT, Claude, Gemini, or another AI assistant. It includes your completed template plus instructions that tell the AI how to use it without inventing missing facts.

What the AI will be told

Use this completed template as business context. Keep facts, assumptions, and unknowns separate. Do not invent missing information. Help me turn it into a practical, usable business resource and identify what information would improve the result.

After copying, open your AI assistant, start a new chat, paste the content, and send it.