Spreadsheets
Simple CRM / Sales Pipeline
Track leads and deal value without paying for expensive software.
Updated: January 26, 2026
What does this AI prompt do?
This AI prompt helps UK SMEs by providing a ready-to-use template for track leads and deal value without paying for expensive software.. Simply copy the template below, customize the variables for your business, and paste into any AI tool like ChatGPT or Claude.
AI Prompt Template
Act as a specialist consultant. Here is the enhanced business prompt template, maintaining the exact structure and variables: **Original Goal:** Create a 'Poor Man's CRM' spreadsheet structure for tracking sales leads. **Enhanced Prompt:** **Objective:** Architect a highly functional, yet budget-conscious, 'Poor Man's CRM' spreadsheet framework specifically engineered for rigorous sales lead pipeline management and forecasting accuracy. **Required Spreadsheet Columns (Mandatory Fields):** Lead Name, Company, Contact Info, Date Contacted, Status (Dropdown Selection Required), Deal Value (£), Probability (%), Weighted Value (£). **Mandatory Task Execution:** 1. **Define and Clarify:** Precisely define the practical purpose and expected input format for *each* of the required columns listed above. 2. **Formula Implementation:** Provide the precise, ready-to-use spreadsheet formula required to calculate the 'Weighted Value' column based on the relationship: (Deal Value * Probability). 3. **Pipeline Standardization:** Suggest 5 standardized, actionable options for the 'Status' dropdown menu that effectively segment a typical sales pipeline (e.g., 'New Lead', 'Qualified', 'Proposal Sent', 'Negotiating', 'Closed Won/Lost').
How to use this prompt:
- Copy the template above
- Customize the variables in brackets [like this] with your business details
- Paste into ChatGPT, Claude, or your preferred AI tool
- Get professional results in minutes
Why this works:
This prompt uses proven business frameworks and UK-specific requirements. It's designed to give you professional results that comply with local regulations and industry best practices.