Pipeline brief

You need this if…

• You can’t say how many deals are open without opening five tabs.
• A proposal went out a month ago and nobody followed up, including you.
• Monday starts with a vague feeling that you’re forgetting someone.

01What it reads

• Email
• Calendar
• Notes
• Files
• Contacts

02What you get

One page each week on every open deal, what’s stuck, and the next move for each.

03What stays with you

It suggests follow-ups and drafts them, but nothing reaches a prospect until you’ve looked it over.

04How you ask

“What’s in the pipeline?”

Try it today.

Paste this into ChatGPT, Claude or Gemini, then add your own material where it says so. Take out card numbers, passwords and anything private about other people first.

I'm going to paste notes and recent emails about the deals and proposals I have open. Please give me a one-page pipeline brief.

Group the deals as moving, stuck, or probably dead. For each one, note the client, the rough value if it's mentioned, the last thing that happened, and when. Then suggest a single next step for each stuck deal, and draft a short follow-up email for the two that matter most.

[Paste notes and emails here, with any account numbers removed]

When it runs on its own.

Once it’s set up, it pulls from your email, calendar, and client log and has the brief waiting every Monday morning. Ask midweek and it refreshes.

That’s what Second Nature is: this job and 9 to 11 more like it, set up on your own computer around how you work, with me.