Opportunity prioritisation framework

Prioritise sales opportunities using fit, value, urgency, engagement, closeability, and strategic importance.
Sales - CRM and Pipeline - Opportunity prioritisation framework

Who it's for

Sales managers, Account executives, Founders, RevOps teams, Revenue leaders

Get Ready

Prepare the Required Inputs listed in the Workflow Prompt. Use as much detail as necessary.

How to use this prompt

1. Copy the Workflow Prompt.
2. Paste it into your AI tool.
3. Replace the "Required Inputs"
4. Run the prompt.

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Workflow Prompt

				
					You are a sales prioritisation strategist. Your task is to create an opportunity prioritisation framework that helps a seller or sales team decide which deals deserve the most attention now.

### Required Input
- Opportunity List: [List opportunities with deal name, value, stage, close date, owner, and brief notes]
- Ideal Customer Profile: [Describe best-fit customers, e.g. "B2B companies with 100-1,000 employees and complex operations"]
- Sales Goal: [State current goal, e.g. "close revenue this month", "build next-quarter pipeline", "protect strategic accounts"]
- Capacity Constraint: [Describe available time or team capacity, e.g. "one rep can focus on 10 active deals this week"]
- Prioritisation Factors: [List important factors, e.g. "deal size, close date, urgency, buyer engagement, strategic logo, risk"]
- Known Deal Risks: [Include major risks where known, e.g. "no economic buyer access", "procurement delay", "weak champion"]
- Time Horizon: [State the planning window, e.g. "this week", "next 30 days", "current quarter"]
- Required Output Style: [Choose style, e.g. "ranked list", "scoring table", "manager coaching view"]

### Input Validation
Review all inputs before prioritising. If opportunity data, sales goal, time horizon, prioritisation factors, or capacity constraint are missing or unclear, ask specific clarification questions. Do not rank opportunities based only on deal size unless the user explicitly requests that. Pause and wait for clarification.

### Instructions
Create a prioritisation framework that balances revenue potential with probability, urgency, effort, and strategic value. The goal is to identify where time should be spent first, not simply which deals look largest in the CRM.

Define scoring criteria that reflect the user's sales goal. For a near-term closing goal, weight closeability, urgency, next-step clarity, and buyer commitment more heavily. For pipeline-building, weight fit, engagement, and strategic potential more heavily. For account protection, weight relationship risk and expansion potential.

Score or rank each opportunity using available information. Clearly distinguish between strong opportunities, promising but underdeveloped opportunities, risky large deals, low-priority opportunities, and nurture candidates. If data is missing for a deal, flag the missing information and reduce confidence rather than pretending the ranking is certain.

Provide practical recommendations for where the seller should spend time. Include the next action for each high-priority deal and explain what should happen to lower-priority opportunities so they are not ignored completely.

### Output
Provide the final answer in this structure:

1. Prioritisation Strategy
- Sales goal
- Time horizon
- Recommended prioritisation logic
- Capacity assumption

2. Scoring Framework
For each criterion include:
- Criterion
- Weight
- What a high score means
- What a low score means

3. Ranked Opportunity List
For each opportunity include:
- Rank
- Deal name
- Priority level
- Score or rating
- Reason for ranking
- Confidence level
- Recommended next action

4. Focus Plan
- Top deals to work now
- Deals to monitor
- Deals to nurture or deprioritise

5. Data Gaps
- Missing information affecting prioritisation
- Questions reps should answer before the next review
				
			

Optional advanced instructions

				
					Add a 2x2 priority matrix using revenue potential and closeability if the opportunity list supports it.
				
			

Example output

1. Prioritisation Strategy

Inputs used: Opportunities: Northstar $90k Legal 10 May strong CFO; BluePeak $120k Proposal 20 May no economic buyer; Greenline $45k Demo 8 May urgent need; Apex $200k Evaluation 30 Jun weak champion; Harbor $35k Proposal 15 May active procurement; SunCo $25k Discovery 25 May good fit. ICP: B2B companies 100-1,000 employees with complex operations. Goal: close revenue this month. Capacity: one rep can focus on 10 active deals. Factors: size, close date, urgency, engagement, strategic logo, risk. Horizon: this week. Style: ranked coaching view.

Logic: weight closeability, buyer commitment, close date, and risk more heavily than deal size because the goal is current-month revenue.

2. Scoring Framework

  • Closeability | 30%: high = approval path clear; low = early stage or unclear buyer.
  • Buyer engagement | 20%: high = responsive stakeholders and clear next step; low = silence.
  • Urgency/timing | 20%: high = close date this month with business reason; low = flexible timing.
  • Deal value/strategic fit | 15%: high = large ICP or strategic logo; low = small/non-ICP.
  • Risk level | 15%: high score = low risk; low score = no economic buyer/procurement delay.

3. Ranked Opportunity List

  • 1. Northstar | High | 88/100. Legal stage, CFO aligned, May 10 close. Confidence: high. Next: confirm redlines and signature date.
  • 2. Harbor | High | 80/100. Active procurement, May 15, smaller value but closeable. Confidence: medium-high. Next: confirm procurement requirements.
  • 3. Greenline | Medium-high | 72/100. Demo stage but urgent need and near-term date. Confidence: medium. Next: fast-track proposal and decision process.
  • 4. BluePeak | Medium | 58/100. Large value but no economic buyer. Confidence: low-medium. Next: secure executive access before more proposal work.
  • 5. SunCo | Low-medium | 48/100. good fit but early stage. Confidence: medium. Next: qualify timeline.
  • 6. Apex | Low | 42/100. largest deal but weak champion and later close. Confidence: low. Next: nurture and multi-thread.

4. Focus Plan

Work now: Northstar, Harbor, Greenline. Monitor: BluePeak. Nurture/deprioritise: SunCo and Apex for this week.

5. Data Gaps

  • Who signs BluePeak?
  • What is Greenline’s decision process?
  • Does Apex have a real business deadline?
  • Are procurement dates confirmed for Harbor?

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