{"id":"revops-pipeline-review-agenda-sixty-minutes","audience":"managers","category":"sales-work","technique":"constraints","track":"sales","level":"beginner","title":"Build a 60-minute pipeline review agenda that adds up","free":false,"task":"Build an agenda for a 60-minute pipeline review as plain-text lines in the form \"Minutes | Topic | Lead\". Use exactly 7 lines whose minutes add up to exactly 60: metrics snapshot first, then the three deep dives, then slipped deals, actions, and Q&A last. The three deal deep dives are the three largest deals in the list, each 10 minutes, in descending amount order. Leads are only the manager (Lin), RevOps (Gwen) or the rep named for the deal.","materialLabel":"Review topics and open deals (attached to your prompt automatically)","material":"Pipeline review (Fri Nov 13, 60 minutes). Manager: Lin Hart. RevOps: Gwen.\n\nTopics needed:\n- Metrics snapshot (RevOps): 5 minutes\n- Deal deep dives: 10 minutes each for the three largest open deals\n- Slipped deals review: 10 minutes (Lin leads)\n- Actions and owners: 5 minutes (Lin leads)\n- Open Q&A: 10 minutes (Lin leads)\n\nOpen deals: Cobalt Freight $210K (rep Ana), Dunmore Warehousing $175K (rep Ben), Alpine Logistics $190K (rep Cleo), Everly Transport $90K (rep Dev), Fairhaven Retail $120K (rep Eli).\n\nThe review is run by Lin; Gwen presents the numbers.","rules":[{"type":"plainText"},{"type":"maxWords","max":90}],"mistakes":[{"title":"Wrong deals chosen","why":"The AI picks by account name or order listed.","fix":"Add: \"The deep dives are the three largest deals, largest first.\"","checks":["r1"]},{"title":"Minutes don't add up","why":"The AI leaves 55 or 65 minutes.","fix":"Add: \"Minutes must add up to exactly 60.\"","checks":["r0"]},{"title":"Invented leads","why":"The AI assigns leads not in the notes.","fix":"Add: \"Leads are only Lin, Gwen or the deal's rep.\"","checks":["r2"]},{"title":"Long agenda","why":"The AI adds descriptions.","fix":"Add: \"Plain text lines only.\"","checks":["plainText","maxWords"]}],"promptHints":[{"label":"Shows the line format","patterns":["minutes \\|","topic \\|","\\|"]},{"label":"Fixes the line count and total","patterns":["60","add up","7 lines"]},{"label":"Picks the largest deals","patterns":["largest","descending"]},{"label":"Limits leads","patterns":["lin","gwen","leads are only"]},{"label":"Plain text","patterns":["plain text","lines only"]}],"hint":"Give the line format, the total and how to choose the deep-dive deals.","rubricLabels":["Has exactly 7 lines in the form Minutes | Topic | Lead whose minutes add up to exactly 60, with the metrics snapshot first and Q&A last","The three deep dives are Cobalt Freight, Alpine Logistics and Dunmore Warehousing in that descending order, each 10 minutes, led by Ana, Cleo and Ben","The other lines are the metrics snapshot (Gwen, 5 minutes), slipped deals (Lin, 10), actions (Lin, 5) and Q&A (Lin, 10)"]}