sales-pipeline

Skill: Sales Pipeline

STEP 0 — READ PIPELINE

READ data/1-Projets/pipeline.md → all active deals with stage, last_touch, close_date, value, contacts

STEP 1 — PIPELINE HEALTH DASHBOARD

# Pipeline Health — [Date]

## Summary
Active deals: [N] worth €[total]
Weighted pipeline: €[sum(value × probability per stage)]
Avg deal size: €[total/N]
Avg deal age: [X days]

Stage	Probability	Deals	Value	% of Pipeline
Prospect	10%
Discovery	20%
Proposal	40%
Negotiation	60%
Verbal Commit	80%

STEP 2 — 6-SIGNAL RISK AUDIT (all 6, every time)

For each active deal, check ALL signals:

Signal	Threshold	Check
Stale	No activity 14+ days	Last touch date vs today
Stuck in stage	Same stage 30+ days	Stage entry date
Past close date	Expected close has passed	Close date vs today
Single-threaded	Only 1 contact at company	Contact count in deal
No next action	Next Action field empty	Field check
Ghost	2+ unanswered outreach attempts	Outreach log

For each flagged deal, generate a SPECIFIC action — not just the flag:

🔴 TechCorp [Stale — 21 days] 
   Action: "Send pattern-interrupt email referencing their recent [news/context]. 
   Don't follow up on the proposal — reference something new."

🔴 FinancePro [Single-threaded — only CMO contact]
   Action: "Find DSI or IT Director on LinkedIn. Multi-thread before Q2 budget decisions."

🟡 StartupX [Stuck in Proposal 35 days]
   Action: "Breakup email: 'I want to respect your time — still worth exploring?' 
   Either re-engages or self-qualifies out."

STEP 3 — STAGE VELOCITY

For deals stuck in stage, compare to healthy deal velocity:

• Proposal stage average: 7-14 days before response
• Negotiation average: 7-21 days
• If 2× average: critical flag

"[Deal] has been in Proposal for [N] days — typically this stage resolves in [7-14] days. Either they're not the decision-maker or budget approval is blocked."

STEP 4 — PIPELINE MOMENTUM

Monthly flow:

• Deals entered pipeline this month: [N]
• Deals closed won/lost this month: [N]
• Net pipeline change: +/−[N]
• Win rate (Closed Won / Total Closed): [%]

Signal: "Pipeline is [growing/stable/shrinking]. At current win rate, you need [N] more prospects to hit monthly revenue target."

STEP 5 — WEEKLY FOCUS LIST

Top 3 deals to move this week, ranked by (value × urgency × probability):

1. [Deal] — [Why it's priority] — [Specific action]
2. [Deal] — [Why it's priority] — [Specific action]
3. [Deal] — [Why it's priority] — [Specific action]

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Integration Points

• Reads: pipeline.md, client cards
• Feeds: monday-morning-agent, capacity-planner, weekly-review