RoleRevOps
30+ Prompts

RevOps

Process design, metrics, systems. Copy any prompt, customize the [BRACKETS], and paste into Claude or ChatGPT.

Territory Planning Framework

Design equitable and effective sales territories

Help me design sales territories for my team.

Context:
- Total addressable accounts: [NUMBER]
- Number of reps: [NUMBER]
- Current territory structure: [GEOGRAPHIC / VERTICAL / NAMED / ROUND ROBIN]
- Average deal size: [ACV]
- Sales cycle length: [MONTHS]
- Historical performance data: [WHAT YOU HAVE]

Territory design needs to balance:
1. Equal opportunity (similar total TAM per rep)
2. Travel efficiency (if field sales)
3. Specialization benefits (vertical expertise)
4. Account relationships (don't disrupt existing)
5. Growth potential (not just current revenue)

Output:
- Recommended territory model
- Criteria for account assignment
- Transition plan for existing relationships
- Quota implications
- Metrics to track territory health
territoryplanningsegmentationadvanced

Forecast Accuracy Analysis

Analyze and improve forecast accuracy

Help me analyze and improve our sales forecast accuracy.

Current state:
- Forecast method: [BOTTOM-UP / TOP-DOWN / WEIGHTED PIPELINE]
- Historical accuracy: [LAST 4 QUARTERS]
- Common misses: [OVER-FORECAST / UNDER-FORECAST / TIMING]
- Pipeline stages: [LIST YOUR STAGES]
- Stage conversion rates: [IF KNOWN]

Analysis needed:
1. Identify where forecast breaks down (stage, rep, segment)
2. Calculate optimal stage weights
3. Recommend forecast categories (commit/best case/upside)
4. Design inspection criteria per category
5. Build manager review cadence

Output a forecast methodology doc with:
- Stage definitions with exit criteria
- Weighting by stage and probability
- Commit criteria checklist
- Forecast hygiene scorecard
forecastaccuracymetricsadvanced

Sales Process Audit

Audit your sales process for leaks and inefficiencies

Help me audit our sales process for inefficiencies.

Current process:
- Stages: [LIST YOUR PIPELINE STAGES]
- Tools: [CRM, ENGAGEMENT PLATFORM, etc.]
- Team size: [REPS, MANAGERS]
- Average sales cycle: [DAYS]
- Win rate: [%]

Audit areas:
1. Stage conversion rates (where do deals die?)
2. Time in stage (where do deals stall?)
3. Activity metrics (are reps doing the right things?)
4. Data quality (what's missing or wrong?)
5. Tool utilization (what's not being used?)
6. Handoff points (SDR to AE, AE to CS)

Output:
- Leakage report by stage
- Recommended process changes
- Automation opportunities
- Training needs identified
- Quick wins vs. longer-term fixes
processauditefficiencyintermediate

Sales Dashboard Design

Design dashboards for reps, managers, and execs

Help me design sales dashboards for different audiences.

Context:
- Sales motion: [INBOUND / OUTBOUND / HYBRID]
- Team structure: [SDR → AE / FULL CYCLE / POD]
- Key business metrics: [ARR / BOOKINGS / etc.]
- Current reporting gaps: [WHAT'S MISSING]

Design dashboards for:
1. Rep Dashboard (daily driver)
2. Manager Dashboard (team health)
3. Exec Dashboard (business health)

For each dashboard:
- 5-7 key metrics
- Why each metric matters
- How to calculate it
- Target/benchmark
- Drill-down options

Keep it focused - more metrics = less focus.
dashboardmetricsreportingintermediate

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