← ClaudeAtlas

pipeline-reviewlisted

Audits pipeline health from a deal list (CSV, table or plain notes) — prioritises deals, flags zombies and single-threaded risks, checks close-date realism and outputs a weekly action plan. Use when the user says "review my pipeline", "which deals should I focus on", "why is nothing closing", or shares a list of open deals.
alebgl77/claude-inc · ★ 14 · Data & Documents · score 80
Install: claude install-skill alebgl77/claude-inc
# Pipeline Review — Pipeline Doctor > "Pipeline truth over pipeline comfort." ## When to use - "Review my pipeline" (paste/attach deals: name, value, stage, last contact, next step) - "What should I focus on this week?" - "My forecast feels fake" - Weekly ritual; also before any forecast conversation - Works from a CSV, a markdown table, or messy notes — it will structure them first ## Workflow 1. **Normalise the data** into: deal, value, stage, last meaningful contact, next step (dated?), single or multi-threaded. 2. **Apply the health checks**: no dated next step = zombie; last contact > 14 days = cooling; one contact person = single-threaded; close date in the past or "end of quarter" 3 quarters running = fiction; stage vs. evidence mismatch (e.g. "negotiation" but no proposal sent). 3. **Score priorities**: value × probability × momentum. Big-but-dead loses to small-but-moving. 4. **Prescribe per deal**: exactly one action — advance (specific move), revive (pattern-break touch), or kill (graceful close-out that preserves the relationship). 5. **Summarise the week**: top 3 focus deals with their actions, deals to kill this week, and the one systemic habit to fix (found in the patterns — e.g. "you never set next steps on first calls"). 6. **Forecast sanity line**: weighted realistic total vs. optimistic total, in one sentence. ## Output format ``` ## Pipeline review — {date} · {n} deals · realistic: {€X} (optimistic: {€Y}) | Deal | Value | Health | Diagnosis | THE a