Explore Eloize
Eloize is your AI-powered virtual assistant, helping you save time, reduce costs, and focus on what matters most.
Company
Explore Eloize
Eloize is your AI-powered virtual assistant, helping you save time, reduce costs, and focus on what matters most.
Company
Explore Eloize
Eloize is your AI-powered virtual assistant, helping you save time, reduce costs, and focus on what matters most.
Company
Prompt Library
Prompt Library
Prompt Library
Deal Status Update for CRM
Deal Status Update for CRM
Deal Status Update for CRM
Deal Status Update for CRM
3. Deal Status Update for CRM
Category: Sales / Pipeline Management
Category: Sales / Pipeline Management
Category: Sales / Pipeline Management
Hi, please draft a concise update on the current status of our ongoing deal with [client/company].
The summary should include:
Hi, please draft a concise update on the current status of our ongoing deal with [client/company].
The summary should include:
Hi, please draft a concise update on the current status of our ongoing deal with [client/company].
The summary should include:
Recent interactions
Key actions completed
Outstanding steps
Any challenges or risks that might affect the timeline
Please:Format the update for quick entry into our CRM
Highlight both progress and issues that need attention
Deliver as a short paragraph within [X] hours
Include an example update for a real Eloize client
Example:
Example:
Example:
Example:
Hi, please draft a concise update on the current status of our deal with BetaTech.
Hi, please draft a concise update on the current status of our deal with BetaTech.
Hi, please draft a concise update on the current status of our deal with BetaTech.
We held a product demo last week, and they’re currently reviewing our proposal.
We held a product demo last week, and they’re currently reviewing our proposal.
We held a product demo last week, and they’re currently reviewing our proposal.
Legal review is pending, and we’re awaiting their feedback on onboarding.
Legal review is pending, and we’re awaiting their feedback on onboarding.
Legal review is pending, and we’re awaiting their feedback on onboarding.
Highlight any blockers, such as waiting on their technical team.
Highlight any blockers, such as waiting on their technical team.
Highlight any blockers, such as waiting on their technical team.
Please deliver by noon, and provide a sample update for a client in the SaaS sector.
Please deliver by noon, and provide a sample update for a client in the SaaS sector.
Please deliver by noon, and provide a sample update for a client in the SaaS sector.
AI automation
+ human quality control
= unbeatable results
AI automation
+ human quality control
= unbeatable results
AI automation
+ human quality control
= unbeatable results
Eloize is your AI-powered virtual assistant, helping you save time, reduce costs, and focus on what matters most.
Copyright © 2025 Eloize
Eloize is your AI-powered virtual assistant, helping you save time, reduce costs, and focus on what matters most.
Copyright © 2025 Eloize
Eloize is your AI-powered virtual assistant, helping you save time, reduce costs, and focus on what matters most.
Copyright © 2025 Eloize
Eloize is your AI-powered virtual assistant, helping you save time, reduce costs, and focus on what matters most.
Copyright © 2025 Eloize