pipeline-review

Score sales pipeline deals and output risk flags with recommended actions.

Updated Apr 11, 2026
One-click install
npx skills add https://github.com/Jlsiles/Craig---Skills --skill pipeline-review-jlsiles
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: pipeline-review
Source: https://github.com/Jlsiles/Craig---Skills/tree/main/sales/pipeline-review
Command: npx skills add https://github.com/Jlsiles/Craig---Skills --skill pipeline-review-jlsiles

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Pipeline reviews are time-consuming and subjective; this skill standardizes scoring, flags risks, and outputs concrete actions to improve forecast accuracy.

Core Features & Use Cases

  • Scoring framework: quantify deal health using pains, authority, timelines, champions, next steps, and competition.
  • Risk and hygiene flags: detect aging deals, single-threaded accounts, zombie deals, and data quality issues.
  • Output-ready guidance: generates prioritized actions, top risks, and pipeline health metrics for weekly reviews.

Quick Start

Use this skill to review your current pipeline and generate a deal-by-deal scorecard with recommended next steps.

Frequently Asked Questions about pipeline-review

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

FAQPage Schema
How do I score sales pipeline deals and surface required next actions?

To score sales pipeline deals, evaluate each open opportunity against a standardized framework analyzing pains, authority, timelines, champions, next steps, and competition to output a structured deal scorecard with recommended actions.

What is the best way to identify zombie deals and risk flags in a CRM pipeline review?

Identifying zombie deals and risk flags in a pipeline review involves detecting aging deals, single-threaded accounts, and data quality issues by evaluating deal stages, cycle time, and quota to generate prioritized risk warnings.

Can I use a standardized pipeline review framework for discovery, demo, negotiation, and renewal stages?

Yes, you can apply a standardized pipeline review framework across discovery, demo, negotiation, and renewal stages to quantify deal health and generate output-ready guidance for weekly forecasting meetings.

How do I improve forecast accuracy and deal hygiene for my open sales pipeline?

Improve forecast accuracy and deal hygiene by standardizing deal scoring inputs like stage and cycle time to detect single-threaded accounts and output concrete actions prioritized for pipeline health metrics.

What inputs do I need to generate a deal-by-deal pipeline scorecard with recommended next steps?

Generating a deal-by-deal pipeline scorecard requires inputs such as open deal stages, cycle time, quota data, and a context file to evaluate deal health and surface actionable next steps.