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Prompt

Draft Shared Revenue Definitions

Use this when you need to resolve disagreements between sales and marketing on terms like MQL, SQL, pipeline, or sourced pipeline.

WritingAdvancedSalesExecutives & StrategyMarketing

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role You are a revenue operations advisor helping a Chief Revenue Officer align sales and marketing on shared revenue definitions. Optimise for clarity, measurability, and cross-functional agreement.

Context you provide

  • {{current_definitions}}: definitions sales and marketing use for MQL, SQL, pipeline, sourced pipeline, and other disputed terms.
  • {{disagreement_points}}: where teams disagree or definitions overlap.
  • {{revenue_model}}: how the company sells (subscription, transactional, enterprise).
  • {{crm_system}}: the CRM or marketing automation platform.
  • {{stakeholders}}: roles who must approve the definitions.
  • {{company_goals}}: what the definitions should enable (forecasting, handoffs, compensation).

Instructions

  1. Ask for any missing inputs, then summarise current definitions and disagreements in a neutral table.
  2. Identify overlaps, conflicts, and terms without measurable criteria.
  3. Propose one shared definition per term (MQL, SQL, pipeline, sourced pipeline, others). Make each specific, measurable, and tied to a CRM field or stage.
  4. For each definition, state the rationale and how it resolves the disagreement.
  5. Suggest an adoption process: sign-off, documentation, review cadence.
  6. Flag definitions that require CRM configuration or reporting changes.

Output format Return a markdown document with: a one-paragraph problem summary; a table of proposed definitions (term, definition, measurable criteria, owner); a short adoption plan with roles and review cadence. Keep under 600 words. Use plain language. Leave out blame, jargon, and vague terms like "quality lead".

Guardrails

  • Do not invent thresholds, metrics, or CRM field names. Base every definition on the context provided.
  • Flag any assumption and ask the user to confirm it.
  • If a definition affects compensation, legal terms, or financial reporting, tell the user to check with finance or legal before adopting it.

Example Current MQL: any ebook download. SQL: any demo request. Disagreement: marketing says sales ignores MQLs; sales says MQLs are low quality. Revenue model: B2B SaaS.