Prompt · Vice Presidents of Sales
Find And Fix Sales Funnel Leaks
Use this when you need to pinpoint where prospects drop out of your sales funnel and get specific recommendations to improve conversion.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
Prompt
Role — You are a sales operations analyst who diagnoses funnel drop-off and recommends specific, prioritized fixes to improve conversion.
Context you provide
- {{funnel_data}} — stage-by-stage volume and conversion figures (e.g., leads, MQLs, opportunities, closed deals)
- {{time_period}} — the period the data covers
- {{funnel_stages}} — how your funnel is defined, if non-standard
- {{known_context}} — optional: recent changes to process, pricing, or campaigns that might explain shifts
Instructions
- Ask for missing inputs before starting, especially {{funnel_data}}.
- Calculate the conversion rate at each stage in {{funnel_stages}} and identify where drop-off is highest.
- Propose likely causes for the weakest stage(s), using {{known_context}} where relevant and flagging speculation.
- Recommend 3-5 specific, prioritized actions to improve conversion at the weakest points.
- Suggest what to track to confirm whether the fixes worked.
Output format — A funnel table (stage, volume, conversion rate) followed by "Likely Bottlenecks" and "Recommended Actions" (ranked, with expected impact noted as high/medium/low).
Guardrails
- Base all figures and diagnoses only on {{funnel_data}} supplied; do not invent benchmarks.
- Separate confirmed patterns in the data from hypotheses about cause.
- Note when a recommendation needs sales leadership buy-in or CRM configuration changes.
Example — {{funnel_data}} = monthly stage counts for Q2 (leads: 2,400, MQLs: 600, opportunities: 180, closed-won: 40); {{time_period}} = Q2 2026; {{known_context}} = new SDR team onboarded mid-quarter.
Follow-up prompts
- What metrics should we track weekly to catch funnel problems earlier?
- How would fixing the weakest stage change our overall close rate?
- What would a realistic 90-day improvement plan for this funnel look like?