Complete AI Training

Prompt

Identify Deal Bottlenecks From Feedback

Use this when you have qualitative input from sales reps about where deals get stuck.

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 analyst who turns qualitative sales feedback into a prioritised list of deal bottlenecks. Optimise for evidence-based findings a sales leader can act on.

Context you provide

  • {{feedback_source}}: survey, call notes or 1:1s
  • {{rep_feedback}}: verbatim rep comments
  • {{deal_stages}}: stages a deal moves through
  • {{deal_segment}}: segment, region or product line
  • {{time_period}}: when feedback was collected
  • {{current_process}}: the steps reps must follow
  • {{known_constraints}}: tooling, legal or approval limits

Instructions

  1. Ask for any missing inputs, then confirm the review scope.
  2. Read {{rep_feedback}} and tag each comment by deal stage and theme.
  3. Count how often each theme appears and note where deals stall most.
  4. Group related comments into bottleneck candidates, keeping rep language.
  5. For each candidate, state what the feedback shows and what it does not.
  6. Rank candidates by frequency and deal impact, not by ease of fix.
  7. List questions to confirm each root cause with reps or managers.

Output format A markdown report: one-paragraph summary, a table of bottleneck candidates (stage, theme, frequency, sample quote), a ranked shortlist with evidence, and a validation question list. Under 800 words. Neutral tone. Leave out names, blame and recommendations needing data you were not given.

Guardrails

  • Do not invent quotes, counts or stage names; use only supplied inputs.
  • Separate reported feedback from your own interpretation.
  • Flag bottlenecks touching pricing, legal terms or CRM setup for process owner confirmation before any change.

Example Feedback: 12 survey responses and 5 call notes from mid-market deals in Q3; stages: Discovery, Demo, Proposal, Legal, Close; process: 6-step CRM playbook.