Deal Review, Update & Follow-Up Automation

QUERY:

Pull all open opportunities greater than [DEAL_AMOUNT_THRESHOLD] owned by [REP_NAME] that are missing [SALES_METHODOLOGY] fields. 

Goal: Surface high-value deals with incomplete data so managers can prioritize which records need attention and which reps need coaching on CRM discipline.

QUERY:

For opportunities in [STAGE] or later that are missing [SALES_METHODOLOGY] fields, rank them by close date.

Goal: Identify the most urgent data gaps by focusing on late-stage deals where missing context poses the greatest risk to deal execution and forecasting accuracy.

QUERY:

Summarize [SALES_METHODOLOGY] field completion rates by rep for opportunities created in [TIME_PERIOD]. 

Goal: Provide a team-level view of CRM hygiene trends to identify systemic coaching opportunities and recognize reps with strong data discipline.

QUERY:

Give me a [SALES_METHODOLOGY] rundown for [OPPORTUNITY_NAME] based on all calls and emails.

Goal: Generate a comprehensive summary by extracting key insights from all prospect interactions, saving managers from manually reviewing three to five calls and ten to twenty emails per deal.

QUERY:

Based on the [SALES_METHODOLOGY] rundown for [OPPORTUNITY_NAME], what fields are weak or missing, and what are your recommendations? 

Goal: Identify specific data gaps and receive actionable next steps so managers can coach reps on what questions to ask or what information to gather in upcoming interactions.

QUERY:

Compare the [SALES_METHODOLOGY] completeness for [REP_NAME]'s top [NUMBER] opportunities by deal size. 

Goal: Give managers a prioritized view of where to focus deal coaching by surfacing gaps across a rep's most important opportunities.

QUERY:

Update [OPPORTUNITY_NAME] with the following: close date to [DATE], stage to [STAGE], amount to [DEAL_AMOUNT]. Pull call data and update [SALES_METHODOLOGY] fields based on the latest call transcript.

Goal: Push all relevant post-call updates into the CRM in a single action, ensuring opportunity records reflect the latest buyer interactions without manual data entry.

QUERY:

Draft a follow-up email for [OPPORTUNITY_NAME] based on the latest call transcript. Save it as a draft — do not send. 

Goal: Generate a contextually relevant follow-up email that references specific discussion points from the call, giving the rep a ready-to-review draft instead of starting from a blank page.

QUERY:

Create a calendar block for [DATE] at [TIME] to review [TASK_DESCRIPTION] for [OPPORTUNITY_NAME]. 

Goal: Ensure next steps are scheduled immediately after the call so follow-through tasks don't fall through the cracks during busy selling days.

QUERY:

Look at all the calls I had today. For each one, update [SALES_METHODOLOGY] fields in [CRM], draft follow-up emails as drafts, and set tasks for any open action items. 

Goal: Enable an end-of-day batch workflow where all post-call administration is handled in one prompt, recovering up to an hour of daily selling time across four to six calls.