{"id":"pro-sales-pipeline-meeting-agenda","audience":"sales","category":"meetings","technique":"constraints","title":"Build a 30-minute pipeline review around this month's deals","free":false,"task":"You run your team's weekly pipeline review, which has a hard 30-minute limit. You want exactly 4 numbered agenda items, one per deal still open and closing this month, biggest deal first, each with minutes, adding up to 30, under 50 words, plain text. Skip deals already closed and deals closing next month. Write a prompt that gets you exactly that.","materialLabel":"Pipeline export (attached to your prompt automatically)","material":"Pipeline review - Mon Dec 1 - deals for discussion\n\n- Lakeview Schools - $48,000 - close Dec 15 - stage: negotiation - rep: Ana\n- Pinecrest Hotels - $22,000 - close Dec 10 - stage: proposal - rep: Tom\n- Harborline Freight - $61,000 - close Jan 20 - stage: discovery - rep: Ana\n- Greenway Clinics - $35,000 - close Dec 19 - stage: legal review - rep: Luis\n- Summit Credit Union - $18,000 - CLOSED WON Nov 28 - rep: Tom 🎉\n- Birchwood Realty - $9,500 - close Dec 22 - stage: verbal yes - rep: Mei\n- Oak & Iron Fitness - $27,000 - CLOSED LOST Nov 25 - rep: Luis\n\nManager note: give more time to bigger deals. Celebrate Summit at the end of the month all-hands, not here.","rules":[{"type":"numberedItems","count":4},{"type":"maxWords","max":50},{"type":"plainText"}],"mistakes":[{"title":"Including every deal","why":"The AI lists the whole export, including closed and next-month deals.","fix":"Add: \"Only open deals closing this month.\"","checks":["r0","r2"]},{"title":"Not sorting by size","why":"The AI keeps the export order.","fix":"Add: \"Biggest deal first.\"","checks":["r0"]},{"title":"No time math","why":"The AI leaves minutes off or goes over 30.","fix":"Add: \"Minutes on each item, adding up to exactly 30, more for bigger deals.\"","checks":["r1"]},{"title":"Letting the AI pick the layout","why":"The AI writes a table with stages and reps.","fix":"Be exact: \"Exactly 4 numbered items, plain text.\"","checks":["numberedItems","plainText"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting. Ask for \"under 50 words\" and it often lands well over.","fix":"Cap each part instead: \"each line under 8 words.\"","checks":["maxWords"]}],"promptHints":[{"label":"Says how many items","patterns":["\\b(4|four)\\b"]},{"label":"Filters the deals","patterns":["this month","december","open","skip.{0,20}closed"]},{"label":"Sorts by size","patterns":["biggest","largest","size","sort"]},{"label":"Sets the time math","patterns":["30 min","add(s)? up","minutes"]},{"label":"Sets a word limit","patterns":["\\d+\\s*words","word (limit|count)"]}],"hint":"A short meeting should cover only what can still close this month. Tell the AI the filter, the order, and the time math.","rubricLabels":["Items are exactly the four open December deals in size order: Lakeview Schools ($48,000), Greenway Clinics ($35,000), Pinecrest Hotels ($22,000), Birchwood Realty ($9,500)","Each item shows minutes and the minutes add up to exactly 30, with bigger deals getting at least as much time as smaller ones","Leaves out closed deals (Summit, Oak & Iron) and the January deal (Harborline), with no intro line"]}