Stage-Gate Enforcer — CRM Data Auditor
Stop advancing deals on optimism. Paste a rep's CRM notes and your mandatory stage requirements, and the Stage-Gate Enforcer grades the evidence against your criteria, exposes subjective "happy ears," and returns a deterministic Pipeline Integrity Score with a clear verdict.
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What this workflow does
It holds every stage transition to your written bar instead of a rep's gut feel.
• Grades Against Your Gates: Scores each mandatory requirement's evidence strength using the exact criteria you provide.
• Detects Happy Ears: Flags subjective optimism and disqualifies anything not written as a documented fact.
• Tracks the Buying Committee: Surfaces who's identified and engaged versus who's still missing.
• Classifies Failures by Severity: Sorts failed requirements so you fix the deal-killers first.
• Returns a Verdict & Plan: Computes a deterministic 0–100 Pipeline Integrity Score with an APPROVED / REJECTED verdict and a manager-ready action plan.
How to run it
Open the workflow console, set the current and target deal stage, paste your mandatory stage-gate requirements (one per line), and drop in the rep's raw, date-labelled CRM notes and activity history. Hit run for a graded, audit-grade integrity score and the exact gaps blocking the stage change.
Frequently asked questions
Does it just trust what the rep wrote?
No. It only credits verifiable facts. Subjective statements like "they seem aligned" are flagged as happy ears and don't count toward passing a stage gate.
Can I use my own stage requirements?
Yes. You paste your exact, objective stage-gate criteria, and the auditor grades the rep's evidence strictly against those requirements.
Is the Pipeline Integrity Score reproducible?
Yes. The score is computed deterministically from how the evidence maps to your requirements, so the same notes and criteria always produce the same score.