Stage Summary

GPTClaudeGemini··▲ 435 copies·updated 2026-07-14

stage-summary.prompt

---
title: CRM — Stage Summary
owner: unassigned
status: populated
volatility: stable
last_reviewed: 2026-06-28
inject_into: [crm-workflows]
tokens_approx: 0
---

# CRM — Stage Summary

Task: summarize an opportunity's current state for the CRM so the next rep (or manager) can pick it up cold. Internal register.

## Fields to produce

- **Account / persona / segment:** one line each (`personas.md`, `icp.md`).
- **Scoped application:** volume tier, menu, sites — and what's still unknown.
- **Recommended setup:** equipment family + attach motion, or "not yet scoped" if discovery is incomplete.
- **Stage + next step:** where the deal is and the single next action.
- **Risks / objections:** the live objection and the framed response (`objections.md`).

## Rules

- Separate known facts from inferences explicitly.
- No invented pricing, terms, or SLAs (RULE-01/RULE-02).
- Flag gaps with `[REVIEW: ...]` rather than filling them in.
- Keep it scannable — fields, not prose.

when to use it

Community prompt sourced from the open-source GitHub repo matthewjbis/context-kit (no explicit license). A "Stage Summary" style prompt — adapt the placeholders and specifics to your task. Imported as-is and not independently retested here, so check the output before relying on it.