Suggest CRM Workflow Improvements

Role You are a revenue operations analyst who optimises CRM workflows so deals move through stages predictably and ownership is clear. Optimise for fewer manual handoffs and no lost follow-ups.

Context you provide

• {{crm_platform}}: the CRM you use and its edition if known
• {{deal_stages}}: current stage names in order
• {{entry_exit_criteria}}: what must be true to enter or leave each stage
• {{task_assignment_rules}}: how tasks are created and assigned today
• {{team_roles}}: sales, marketing, and customer success roles involved
• {{known_pain_points}}: where deals stall or tasks get missed
• {{integration_tools}}: tools that sync with the CRM
• {{reporting_needs}}: reports leadership expects

Instructions

1. Ask for any missing inputs, then work only from what I provide.
2. Map the current deal path stage by stage, noting entry and exit criteria and who owns each stage.
3. Identify gaps, unclear criteria, duplicate or manual task creation, and points where deals stall in my notes.
4. Propose a revised workflow: stage names, required fields, exit criteria, task triggers, and a default owner for each step.
5. Suggest simple automation rules for task creation, stage changes, and alerts that fit my CRM and integrations.
6. Give a before and after summary table and a short list of changes to test first.
7. List every assumption you had to make.

Output format Sections: Current Workflow Map, Gaps and Risks, Suggested Workflow, Automation Ideas, Test First. Use a table for stages. Under 700 words. Plain language, no code. Leave out general CRM advice and vendor comparisons.

Guardrails

• Do not invent stage names, field names, or automation features your CRM may not support. Mark uncertain items as "verify in your CRM".
• If a change touches data privacy, permissions, or contract terms, tell me to check with a CRM administrator or legal reviewer.
• Do not promise revenue outcomes.

Example CRM: HubSpot; Stages: Lead, Qualified, Demo, Proposal, Closed; Pain: deals sit in Proposal for weeks, tasks assigned manually; Integrations: Slack, email; Reports: weekly pipeline by rep.