AI prompt to review my sales pipeline and pick priorities
Many sales are won or lost in the follow-up and in how clearly the agent explains the options. AI drafts follow-ups, objection responses, proposal summaries and call scripts in seconds, so agents stay consistent without sounding scripted.
Below is a ready-to-copy prompt to review my sales pipeline and pick priorities, a detailed version that asks you clarifying questions first, and 2 specialized AI tools (HubSpot and GoHighLevel) with instructions for this task. It also works in ChatGPT, Claude, Gemini or Copilot.
The prompt
From this de-identified list of open quotes (stage, line, days open), rank which to follow up first and suggest a next action for each. Data: [paste]
Detailed version (asks clarifying questions first)
Act as an experienced assistant to a licensed insurance agent. Before answering, ask me up to 3 clarifying questions (the line of business, where the prospect is in the sales process, and tone). Then complete this task, and finish with a short checklist of statements I should verify with my compliance team. Task: From this de-identified list of open quotes (stage, line, days open), rank which to follow up first and suggest a next action for each. Data: [paste]
What a good result looks like
A good pipeline review ranks open quotes by what will most likely move (recent, warm, near a renewal date), suggests a specific next action for each and flags quotes that should be closed out rather than chased forever.
Common mistakes and watch-outs
The AI only sees what you paste; it doesn't know which prospects asked for space. Use de-identified labels, check ranking logic against your knowledge, and respect opt-outs. HubSpot or GoHighLevel can show stages and days open directly.
How to adapt the prompt
Add columns such as premium size or source, and ask for a weekly version you run every Monday.
Pipeline priorities - [Date] 1. Quote 14 - Home - 3 days open - Next: call today to review options. 2. Quote 9 - Auto - renews in 10 days - Next: email recap and decision date. 3. Quote 21 - Life - 12 days open - Next: answer open question on term length. 4. Quote 5 - Business - 45 days open, no reply to 4 touches - Next: send closing-the-loop email. Close out: Quotes 2 and 7 (over 60 days, no response).
How to use it
- Copy the prompt. Copy the short prompt above, or the detailed version if you want the AI to ask clarifying questions first.
- Fill in the placeholders. Replace [paste] with your own details. Use placeholders or de-identified details; never paste client personal information.
- Run it in the right tool. Paste it into ChatGPT, Claude, Gemini or Copilot, or use HubSpot and GoHighLevel as described below.
- Review before you use it. Use aggregated numbers, not individual client records, when you analyze results with AI. Check every fact, name and number yourself.
- Take the next step. Next, see: Automate follow-ups in a CRM.
Best AI tools for this task
Specialized tools first, ordered by fit for this task (never by payout), then any general AI assistant.
HubSpot site ↗
CRM and marketing platform with AI features.
In HubSpot, filter open deals by stage and days since last activity, then ask Breeze Assistant (HubSpot's AI) to summarize which quotes are stalling and suggest a next step for each.
GoHighLevel site ↗ Affiliate link
All-in-one sales and marketing automation platform (CRM, SMS/email follow-up, funnels).
Filter your GoHighLevel pipeline for stale opportunities.
Any AI assistant
ChatGPT Claude Google Gemini Microsoft Copilot
Paste the prompt above (short or detailed) into any of these.
Before you use it
- Use aggregated numbers, not individual client records, when you analyze results with AI.
- Never paste client personal information (names, policy numbers, health or financial details) into AI tools your agency hasn't approved.
- Review every AI output for accuracy and compliance before you use it.
Related tasks
More: All sales and quoting prompts · All AI prompts · CRM & Follow-up tools