bd-pipeline

BD Pipeline Management

Step 0: Load Config

Read config/company.yaml from the bd-intern plugin directory. Use:

• crm.team_name — Linear team for pipeline (default: "Partnerships")
• crm.tool — CRM tool (default: "linear")
• products[] — for product initiative options

If config is missing, stop and tell the user to run /bd-intern setup.

Operations

List Active Deals

1. Use Linear MCP tools to list all projects in {crm.team_name} team
2. For each project, get: name, status (stage), initiative, lead, last updated date
3. Sort by stage (ascending), then by staleness (most stale first)
4. Display as table:

| Company | Stage | Initiative | Lead | Last Updated | Health |
|---------|-------|-----------|------|-------------|--------|

5. Below table, show:
   • Total active deals
   • Deals by stage (e.g., "Discovery: 5 | Delivery: 3 | Launched: 2")
   • Stale deals count (14+ days)

Create New Deal

1. Gather info:
   • Company name (required)
   • Product initiative — which product from config.products? (required)
   • Customer type label (optional)
   • Context / notes (optional)
2. Create Linear project:
   • Team: {crm.team_name}
   • Name: Company name
   • Status: "1. Discovery Backlog"
   • Labels: Stage label + Customer type (if provided)
   • Lead: Current user
   • Description: Include product initiative, customer type, context
3. Confirm creation with project link

Update Deal

1. Search Linear projects in {crm.team_name} for company name
2. If multiple matches, ask user to disambiguate
3. Ask what to update:
   • Stage (move to next/specific stage)
   • Health (on track / at risk / off track)
   • Notes (add status update)
   • Labels (add/remove)
4. Apply changes
5. Confirm with updated status

Health Check

1. Pull all active projects from {crm.team_name}
2. For each, assess:
   • Stale: Days since last update. Flag at 14+, 21+, 30+.
   • Stuck: Days in current stage. Flag discovery 30+, delivery 60+.
   • At Risk: Health field set to atRisk or offTrack.
   • Missing Info: No description, no lead, no labels.
3. Present as prioritized action list:
   • Red (urgent): 30+ days stale, off track
   • Orange (soon): 21-30 days stale, at risk, stuck
   • Yellow (watch): 14-21 days stale, missing info