CRM integration for tracking deals through pipeline stages with automated status updates
Tracks deals through pipeline stages with automated status updates and CRM integration.
npx claudepluginhub a5c-ai/babysitterThis skill is limited to using the following tools:
The Deal Flow Tracker skill provides comprehensive CRM integration for venture capital firms to track deals through various pipeline stages. It enables automated status updates, pipeline velocity analysis, and deal progression monitoring across the investment lifecycle.
Input: Company information, source, initial assessment
Process: Create deal record, assign stage, set up tracking
Output: Deal ID, initial pipeline position, assigned coverage
Input: Deal ID, new stage or activity update
Process: Record transition, calculate metrics, notify stakeholders
Output: Updated deal record, transition history, notifications sent
Input: Date range, filters (stage, partner, sector)
Process: Aggregate deal data, calculate metrics
Output: Pipeline summary, velocity metrics, conversion funnel
Input: Time period, source categories
Process: Attribution analysis, ROI calculation
Output: Source effectiveness report, recommendations
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