Generate a playbook checklist of tasks automatically when a deal enters a new stage

Outcome. Every deal gets the right checklist of tasks the moment it enters a new stage, instead of the rep guessing what "doing this stage properly" means from memory.

Workflow map Enrollment, branches and actions at a glance sales-ops-040

flowchart TD
    A[Deal stage changes] --> B[Reset Playbook checklist complete to false]
    B --> C{Stage = Discovery?}
    C -->|Yes| D[Create budget and decision-maker tasks]
    B --> E{Stage = Demo?}
    E -->|Yes| F[Create agenda and stakeholder tasks]
    B --> G{Stage = Proposal?}
    G -->|Yes| H[Create field-check and proposal tasks]
    B --> I{Stage = Negotiation?}
    I -->|Yes| J[Create approver and legal-review tasks]

When to use it, when not to

• UseUse it when your sales process has a defined set of actions expected at each stage (confirm budget, send agenda, loop in a technical resource) and reps are inconsistent about doing them without a nudge.
• UseUse it as a foundation you can extend; this fiche covers a small number of example stages, add branches for the rest of your pipeline as needed.
• SkipDo not use it if your pipeline has very few stages or your process is genuinely freeform; a checklist workflow adds overhead without a real process to standardize.
• SkipDo not use it if you want a single playbook link instead of individual tasks; see sales-ops-018 and sales-ops-019 for the lighter, single-task version this fiche builds on.