Agent skill · marketing growth · anthropics
pipeline-review
Analyze pipeline health — prioritize deals, flag risks, get a weekly action plan. Use when running a weekly pipeline review, deciding which deals to focus on this week, spotting stale or stuck opportunities, auditing for hygiene issues like bad close dates, or identifying single-threaded deals.
Why this skill is useful
Provides a structured analysis and prioritization framework for pipeline management that includes specific metrics and actionable insights not commonly found in generic resources.
What it needs
Requires crm account access. About 5k tokens when loaded. Last updated 2026-08-07. 23,345 stars on the source repository.
What this skill does
/pipeline-review If you see unfamiliar placeholders or need to check which tools are connected, see CONNECTORS.md. Analyze your pipeline health, prioritize deals, and get actionable recommendations for where to focus. Usage Review pipeline for: $ARGUMENTS If a file is referenced: @$1 --- How It Works --- What I Need From You Option A: Upload a CSV Export your pipeline from your CRM (e.g. Salesforce, HubSpot). Helpful fields: Deal/Opportunity name Account name Amount Stage Close date Created date Last activity date Owner (if reviewing a team) Primary contact Option B: Paste your deals Option C: Describe your pipeline "I have 12 deals. Two big ones in negotiation that I'm confident about. Three stuck in discovery for over a month. The rest are mid-stage but I haven't talked to some of them in a while." --- Output --- Prioritization Framework I'll rank your deals using this framework: Factor Weight What I Look For -------- -------- ----------------- Close Date 30% Deals closing soonest get priority Deal Size 25% Bigger deals = more focus Stage 20% Later stage = more focus Activity 15% Active deals get prioritized Risk 10% Lower risk = safer bet You can tell me to weight differently: "Focus on big deals over soon deals" or "I need quick wins, prioritize close dates." --- If CRM Connected I'll pull your pipeline automatically Update records with new close dates, stages, next steps Create follow-up tasks Track hygiene improvements over time --- Tips 1. Review weekly — Pipeline health decays fast. Weekly reviews catch issues early. 2. Kill dead deals — Stale opportunities inflate your pipeline and distort forecasts. Be ruthless. 3. Multi-thread everything — If one person goes dark, you need a backup contact. 4. Close dates should mean something — A close date is when you expect signature, not when you hope for one.
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills anthropics/pipeline-review