Sales & Deal Desk

List currently-warm leads with routing recommendations

Pipeline snapshot - total pipeline value, stalled-deal count, deals closing this period, and biggest movers since last check

List deals/proposals with no forward movement within a window across the full quote-to-close chain, sorted by value

Use this agent when a sales manager, deal desk owner, or MSP leadership needs a full cross-vendor sweep of the open sales pipeline — stalled and at-risk deals ranked by value and staleness, with each stall diagnosed against the full quote-to-close chain rather than CRM activity alone. Trigger for: pipeline health, pipeline review, stalled deals, deal velocity, sales pipeline audit. Examples: "audit the pipeline", "which deals are stalled", "how healthy is our pipeline right now", "run a pipeline health check", "what's stuck in the sales process"

Use this agent when a sales rep, deal desk owner, or sales manager needs to know which proposals and quotes need attention right now, with a drafted follow-up action for each. Trigger for: proposal follow up, which proposals need attention, stale proposals, PandaDoc follow up. Examples: "which proposals need follow-up", "what's stuck in PandaDoc", "draft follow-ups for stale proposals", "any quotes that never turned into a proposal", "who hasn't opened their proposal yet"

Use this agent when a sales manager or rep needs to know which leads are showing real buying intent right now, and who should follow up on each one. Trigger for: warm leads, hot leads, who should follow up on this lead, lead routing. Examples: "who are our warm leads right now", "which leads should reps be calling today", "route the leads that booked a demo this week", "any hot leads we're sitting on"

Use this skill when assessing CRM pipeline health across whatever CRM is actually connected through the gateway (typically HubSpot for this pack's target vendor set, but discovered rather than assumed). Covers stage-velocity norms, stalled-deal detection (no stage change in N days), pipeline coverage ratio against a quota/target where one is available, and how to degrade gracefully — reporting a partial or CRM-less result rather than fabricating figures — when no CRM is connected at all.

Use this skill when tracing a deal's progress across the quote-to-close chain — a Pax8/Sherweb/Kaseya Quote Manager quote or a SalesBuildr proposal, through a PandaDoc document's sent/viewed/signed status, to a closed-won deal in the CRM. Detects and names exactly which handoff point a deal is stuck at (quote sent but no proposal document yet, proposal sent but not opened, proposal viewed but not signed, or signed but the CRM deal was never marked closed-won), across whichever combination of these tools is actually connected.

Use this skill when scoring lead warmth from intent and engagement signals — Warmly website-visitor identification, HubSpot form fills and email engagement, and Calendly booking activity — and proposing which rep a warm lead should be routed to. Covers a practical scoring approach for "how warm is this lead" and explicit handling for when intent-signal tools (Warmly, Calendly) aren't connected, falling back to CRM-only engagement signals rather than failing outright.