review-pipeline

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                        │
└─────────────────────────────────────────────────────────────────┘

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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").

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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.

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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.