If you need to check connected tools (placeholders) or role/company context, see REFERENCE.md.
Review Pipeline
Assess pipeline health, prioritize deals by impact and closability, flag stale/stuck/single-threaded deals, and output a weekly action plan. This skill works with pipeline data you provide; when CRM is connected, it can pull pipeline automatically and update records.
How It Works
┌─────────────────────────────────────────────────────────────────┐
│ REVIEW PIPELINE │
├─────────────────────────────────────────────────────────────────┤
│ ALWAYS (works standalone) │
│ ✓ Upload CSV from ~~CRM~~ or paste/describe deals │
│ ✓ Health score: stage progression, activity, close dates, coverage │
│ ✓ Prioritization: rank by close date, size, stage, activity, risk │
│ ✓ Risk flags: stale, stuck, past close date, single-threaded │
│ ✓ Hygiene audit: missing close date, amount, next step, contact │
│ ✓ Weekly action plan: what to focus on │
├─────────────────────────────────────────────────────────────────┤
│ SUPERCHARGED (when you connect your tools) │
│ + ~~CRM~~: Pull pipeline automatically, update records │
│ + Activity data for engagement scoring │
│ + Historical patterns for risk prediction │
│ + ~~calendar~~: Upcoming meetings per deal │
└─────────────────────────────────────────────────────────────────┘
Prioritization Framework
| Factor | Weight | What to look for |
|---|---|---|
| Close date | 30% | Soonest close gets priority |
| Deal size | 25% | Larger deals = more focus |
| Stage | 20% | Later stage = more focus |
| Activity | 15% | Recent activity = healthier |
| Risk | 10% | Lower risk = safer bet |
User can ask for different weighting (e.g. "focus on big deals over soon deals").
Output Structure
- Pipeline health score: Dimensions (stage progression, activity recency, close date accuracy, contact coverage) with issue counts.
- Priority actions this week: Ranked deals with why, action, impact.
- Deal prioritization matrix: Close this week / this month / nurture.
- Risk flags: Stale (no activity 14+ days), stuck (same stage 30+ days), past close date, single-threaded.
- Hygiene issues: Missing close date, amount, next step, primary contact.
- Pipeline shape: By stage, by close month, by deal size.
- Recommendations: This week / this month; deals to consider removing.
Data Sources (per REFERENCE.md)
CRM(if connected): Pipeline, activities, contacts. Enables auto-pull and record updates.calendar(if connected): Upcoming meetings per deal.- If tools are not connected, use only CSV or user-provided pipeline.