CRM Prompt Library
Overview
Prompts tailored for revenue operations, CRM administrators, and customer success teams to keep data trustworthy, automate workflows, and unlock insights.
Quick Start
- Identify the lifecycle stage or process you need to improve and pick the matching prompt.
- Replace placeholders with CRM-specific objects, fields, and automations before running it.
- Capture the generated plan in your RevOps workspace so owners can execute and track progress.
Collection — prompts/CRM/crm_productivity.json
- Pipeline Hygiene Audit: Detect and remediate data quality issues in active deals.
- Lifecycle Automation Design: Automate touchpoints across the customer journey responsibly.
- Lead Scoring Model: Prioritize prospects using behavioral and firmographic signals.
- CRM Adoption Playbook: Launch new functionality with change management best practices.
- Data Governance Policy: Standardize field usage, validation, and ownership.
- Integration Blueprint: Plan system connections with conflict resolution and monitoring.
- Revenue Dashboard Requirements: Define leadership analytics needs and alerting logic.
- Customer Health Scoring: Operationalize success metrics tied to retention plays.
- Territory & Routing Plan: Balance coverage and capacity with transparent logic.
- Compliance & Security Review: Ensure CRM instances meet regulatory obligations.
Example Workflows
- Pair Pipeline Hygiene with Revenue Dashboard prompts to baseline data before leadership reviews.
- Combine Lead Scoring, Lifecycle Automation, and Territory prompts to retool inbound hand-offs.
- Use Data Governance and Compliance prompts together when preparing for audits or certifications.
Integration Checklist
- Confirm owners for each automation, validation rule, and integration touchpoint.
- Schedule recurring hygiene audits and executive dashboard reviews.
- Log decisions, data definitions, and runbooks in your CRM governance repository.
Usage Tips
- Pair with sales, marketing, and success prompt sets to align go-to-market systems.
- Capture outputs in your RevOps wiki to drive consistency across teams.
- Share refined prompts in your enablement hub so adoption guidance stays current.