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Have Claude write your Monday pipeline triage with a fixed rubric before you log in

Picked and checked by Olga Pearson, SalesUpLevel

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If you sell: write your Monday rubric down once

1. 01Keep deals and account notes in a place Claude can read (he used two Notion databases: deal tracker and account intel).
2. 02Write your intent rule in plain words, for example: moved at least one buying stage in the last 7 days AND has active or recent sequence coverage.
3. 03Score each account on 3 things: intent signal strength, how close it is to pipeline, and sequence coverage.
4. 04Sort them into Act Today, Monitor This Week and Watch.
5. 05Schedule the task for early Monday and have it write the briefing in the same format every week.
6. 06Read it first thing Monday and fix the rubric when it disagrees with your gut.

Every Monday at 6:30am, read my deal tracker [database/link] and account intel board [database/link].
Flag any account that moved at least one buying stage in the last 7 days AND has an active or recent sequence. Do not infer stage moves; only use what the data shows.
Score each flagged account 1-5 on: intent signal strength, pipeline proximity, sequence coverage. Add the three scores.
Write a briefing with: Top actions (3-5 bullets), Act Today, Monitor This Week, Watch, each account with its score and one line of why.
Keep it to a 2-minute read.

Watch out for

• You need intent data (he used 6sense). Without it, use CRM activity and replies as the signal.
• His point is that writing the rubric down is the real work. Expect to tune it for a few weeks.
• In a later post he says if you accept the digest's proposed action more than 70% of the time, you handed over the wrong job: retrain the rubric and pull the decision back.

Source: Kevin Payne, LinkedIn post, May 7, 2026. Results are as reported by the source; we did not measure them.

Run these next

• 03 · Call prepPut your call prep on a schedule so the brief is waiting before every meeting
• 36 · Prospecting & researchRescore every account daily so cold accounts come back when a new trigger fires