pipeline-manager

Manage sales pipeline state and prospect scoring in JSON.

3|Updated Mar 22, 2026
One-click install
npx skills add https://github.com/CodeAlive-AI/ceo-ai-os --skill pipeline-manager
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: pipeline-manager
Source: https://github.com/CodeAlive-AI/ceo-ai-os/tree/main/skills/pipeline-manager
Command: npx skills add https://github.com/CodeAlive-AI/ceo-ai-os --skill pipeline-manager

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill keeps a sales pipeline organized by centralizing prospect records, scoring, stage transitions, and status reporting so founder-led teams can act on the right leads without losing track of follow-ups or next steps.

Core Features & Use Cases

  • Prospect Management: Add or update prospects, prevent duplicates, and maintain a clean pipeline state in memory/pipeline.json.
  • Scoring and Routing: Evaluate leads with FIT plus INTENT plus TIMING, then route them to outreach, nurture, or direct CEO attention based on priority.
  • Pipeline Operations: Advance stages from signal detection through outreach, meetings, proposals, and closed outcomes while keeping next actions current.
  • Reporting: Produce weekly or on-demand pipeline reports with stage counts, top prospects, stale items, conversion rates, and outreach performance.
  • Use Case: A founder receives a strong buying signal from a target account and uses this Skill to score the lead, update the stage, assign the next action, and decide whether to send immediate personalized outreach.

Quick Start

Ask the pipeline manager to review the current pipeline state, score the latest prospect, and update the next action for the strongest opportunity.

Frequently Asked Questions about pipeline-manager

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I score and qualify sales leads using FIT, INTENT, and TIMING?

Sales lead scoring evaluates prospects across FIT, INTENT, and TIMING dimensions, then routes high-priority leads to immediate outreach, nurture sequences, or direct CEO attention based on the combined score and stage in the pipeline.

How do I manage a sales pipeline with stage transitions and follow-up cadence?

Sales pipeline management advances prospects through stages from signal detection to closed outcomes while maintaining follow-up cadence, updating next actions, and persisting all records in a pipeline JSON store for founder-led CRM workflows.

What's the best way to generate weekly sales pipeline reports for a founder-led team?

Weekly pipeline reports surface stage counts, top prospects, stale items, conversion rates, and outreach performance so founder-led teams can review pipeline health and act on next actions without manual tracking or spreadsheet updates.

Can I use a JSON store for CRM prospect records and prevent duplicates?

A persistent pipeline JSON store centralizes prospect records, prevents duplicates during add or update operations, and maintains clean pipeline state for founder-led sales workflows without requiring a dedicated CRM platform or external database.

How do I route strong buying signals to immediate personalized outreach?

When a strong buying signal arrives from a target account, the pipeline manager scores the lead using FIT plus INTENT plus TIMING, updates the stage, assigns the next action, and determines whether immediate personalized outreach should be sent based on priority routing rules.

Does this pipeline management approach work for founder-led CRM workflows without a dedicated sales team?

This pipeline management approach is designed specifically for founder-led CRM workflows, covering signal intake, qualification, outreach routing, stage transitions, follow-up cadence, and weekly reviews without requiring a dedicated sales team or enterprise CRM system.