gtmjosh
CRM Data Definitions
Chapters
  1. 01 · One Business, Four Kinds of Records
  2. 02 · Define Leads and Contacts
  3. 03 · Build the Person Lifecycle
  4. 04 · Build the Account Lifecycle
  5. 05 · Define Opportunity Stages
  6. 06 · Assign Owners and Handoffs
  7. 07 · Define Important Fields and Sources
  8. 08 · Resolve Conflicts and Open Questions
  9. 09 · Capstone: Publish the Business Truth Map
Guide overview →

12 min · Interactive exercise

Chapter 5 of 90 complete

Define Opportunity Stages

Create a transaction and advance it only when the stage evidence exists.

The Acme account executive says the new-business deal feels likely and moves it from Discovery in progress to Solution review complete. There's no documented buyer-and-seller solution review behind the move. The stage report now says a meaningful event happened. It didn't.

One transaction, its own evidence

An Opportunity stage describes one potential purchase, so keep it separate from work status, forecast category, probability, sales methodology, and seller confidence. GTM Lab uses five worked stages: Discovery in progress, Solution review complete, Commercial review, Closed won, and Closed lost. Before any label goes on a picklist, write the contract behind it: meaning, observable entry evidence, milestone date, owner, valid exits, closed reason, and exception path.

Evidence changes the deal; confidence doesn't

The new-business Opportunity is created once the accepted-pursuit fixture has a documented problem, buying group, and next conversation on file. Creation writes opportunity_created_at without touching Priya's or Acme's lifecycle. Only a recorded buyer-and-seller solution review, meaning attendees, gaps, and the next decision, moves the deal to Solution review complete, recording solution_reviewed_at. A late-stage deal still doesn't change Acme from Prospect to Customer.

Carry this into your business

Pick one stage people argue about, and ask for the buyer or seller event that proves entry, then the date the report should use for it. If nobody can name either one, the stage is an opinion wearing a picklist value.

GTM Lab

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Create the Opportunity

Create the new-business Opportunity once the documented problem, buying group, and next conversation are on file.

Fixture: accepted-pursuit

Priya Shah · accepted pursuit

FIXTURE-ACCEPTED-PURSUIT
Person lifecycle
Sales-ready
Work status
Sales follow-up
Account lifecycle
Prospect
Documented problem
On file
Buying group
Identified
Next conversation
Scheduled
Resets every run.

Create the Opportunity

Choose the stage-advance evidence and test an unsupported advancement

Choose what evidence advances the stage, then attempt an advancement without it.

Fixture: opportunity-stage-test

Acme initial implementation · stage movement

FIXTURE-OPPORTUNITY-STAGE-TEST
Stage
Discovery in progress
Account lifecycle
Prospect
Attendees on file
No
Solution review
Not recorded
Resets every run.
The deal has sat in Discovery in progress for weeks. What actually moves it to the next stage?

Run the valid solution review

Record the buyer-and-seller solution review, then choose the milestone date.

Fixture: opportunity-stage-test

Acme initial implementation · stage movement

FIXTURE-OPPORTUNITY-STAGE-TEST
Stage
Discovery in progress
Account lifecycle
Prospect
Attendees on file
No
Solution review
Not recorded
Resets every run.
Which date should stage-aging reporting use?

Run the scope-change regression

Scope changes; the deal returns to Discovery in progress.

Fixture: opportunity-stage-test

Acme initial implementation · stage movement

FIXTURE-OPPORTUNITY-STAGE-TEST
Stage
Discovery in progress
Account lifecycle
Prospect
Attendees on file
No
Solution review
Not recorded
Resets every run.

Run the regression

Run the closed-lost re-entry

A closed-lost Opportunity gets a new buying event.

Fixture: opportunity-reentry

Acme initial implementation · closed-lost re-entry

FIXTURE-OPPORTUNITY-REENTRY
Stage
Closed lost
Closed reason
No budget this cycle
New buying evidence
A new budget cycle opened
Resets every run.

Run the re-entry

Chapter 5 of 90 complete