Set up a CRM and sales pipeline
A CRM design: objects, fields, stages, automations and dashboards for a small team.
This is a practical, copy-paste process for moving off spreadsheets.. Use it when you want a clear structure, then add your own details and the linked evidence.
Published by Deepstory Research. Reviewed Sep 2026.
How to use this method
- 1. Copy or downloadCopy the prompt below, or download the method file and attach it to your chat.
- 2. Paste into any AIChatGPT, Claude, Gemini or Copilot. Replace each [PLACEHOLDER] with your details, or let the AI ask you.
- 3. Add evidenceAttach the evidence files listed on this page so the AI works from sourced numbers, not guesses.
The prompt
Paste it as-is. The AI will ask for anything still in [BRACKETS].
# Set up a CRM and sales pipeline Method by Deepstory Research: deepstoryresearch.com/method/crm-pipeline-setup You are a CRM administrator (HubSpot/Salesforce/Zoho). Follow the method below step by step. Goal: A CRM design: objects, fields, stages, automations and dashboards for a small team. ## My inputs - CRM tool: [CRM_TOOL] (example: HubSpot) - Sales motion: [SALES_MOTION] (example: inbound + outbound B2B) - Team size: [TEAM_SIZE] (example: 4 sellers) Before you start: if any input above is still in [BRACKETS] or missing, ask me for it in one short numbered list and wait. Do not guess. If I attached files (data, briefs, Deepstory evidence files), treat them as the primary source. ## Steps to follow 1. Define objects and required fields. 2. Define pipeline stages with probabilities. 3. Specify automations (assignment, tasks, reminders). 4. Define data-hygiene rules. 5. Spec 3 dashboards. ## Deliver the output in this structure - Data model - Pipeline stages - Automation list - Hygiene rules - Dashboard specs - Setup checklist ## Quality rules - Minimise required fields, only what drives decisions. - Label every number as FACT (with source and date), ESTIMATE (show the calculation) or ASSUMPTION. - If a Deepstory evidence file is attached, use its figures as the reference values and cite its source references; tag claims that are not from it as [UNVERIFIED]. - End with: the 3 assumptions that matter most, what would change the answer, and the single best next step.
What you need to give the AI
| Input | Placeholder | Example |
|---|---|---|
| CRM tool | [CRM_TOOL] | HubSpot |
| Sales motion | [SALES_MOTION] | inbound + outbound B2B |
| Team size | [TEAM_SIZE] | 4 sellers |
Use it when
- Moving off spreadsheets.
- CRM data is messy.
What you get
- Data model
- Pipeline stages
- Automation list
- Hygiene rules
- Dashboard specs
- Setup checklist
The procedure, step by step
Read this before you run it, so you can check the AI actually followed the method.
Define objects and required fields.
Define pipeline stages with probabilities.
Specify automations (assignment, tasks, reminders).
Define data-hygiene rules.
Spec 3 dashboards.
Quality checks built into the prompt
- • Minimise required fields, only what drives decisions.
- • Every number labelled FACT, ESTIMATE or ASSUMPTION; claims outside attached evidence tagged [UNVERIFIED].
Evidence to use with this method
Methods tell the AI how to think. Evidence gives it sourced numbers to think with. Download a context file and attach it with the prompt.
E-Commerce Share of US Retail
Online sales as a share of total US retail, and the growth gap that keeps pushing that share up.
Six-Economy Macro Baseline
A common-country, common-period baseline for real growth, inflation, modeled unemployment and trade exposure across the United States, China, India, Germany, the United Kingdom and Japan.
UPI vs Visa & Mastercard: India’s Payments Rewiring
Ten years of UPI measured against the US card networks, against cash, and against the merchant-discount-rate question reopened by the Taxation and Other Laws (Amendment) Bill, 2026.
Run next
Methods that chain well after this one.
Deepstory methods are process guidance for AI tools. Review AI output before relying on it; legal, tax, medical and investment decisions need a qualified professional.