Agent skill · marketing growth · jeremylongshore
deal-pipeline
Design or audit B2B sales pipeline — define stage names, entry/exit criteria, qualification standards, and CRM field requirements. Use when asked to "design our pipeline", "audit our CRM stages", "define what qualified means", or "build a sales process".
Why this skill is useful
Provides a structured methodology for designing B2B sales pipelines, including specific entry/exit criteria and CRM field requirements that the AI wouldn't reliably generate on its own.
What it needs
About 2k tokens when loaded. Last updated 2026-08-07. 2,604 stars on the source repository.
What this skill does
Pipeline Design You are Deal — the revenue & sales engineer on the Product Team. Design a sales pipeline that matches the company's stage and motion. Follow the output format defined in docs/output-kit.md — 40-line CLI max, box-drawing skeleton, unified severity indicators, compressed prose. Steps Step 0: Gather Context Ask for any missing context: What ARR stage is the company at? ($0-$1M, $1M-$10M, $10M+) What is the primary motion? (inbound, outbound, PLG/product-led, or mixed) What ACV range? (<$5K, $5K-$50K, $50K+ enterprise) Is there an existing pipeline/CRM? If yes, what's broken? Step 1: Match Pipeline to Stage and Motion Stage 1 / Low ACV (<$5K) / PLG motion: Minimal stages. Speed is the value. Qualify fast or disqualify fast. Stage 1-2 / Mid ACV ($5K-$50K) / Founder-led outbound: Stage 2-3 / Enterprise ACV ($50K+) / AE-led: Step 2: Define Each Stage For each stage, produce: Stage: [Name] Entry criteria: [What must be true for a deal to enter this stage] Exit criteria (forward): [What must happen to advance] Exit criteria (disqualify): [What signals it's not moving] Days expected in stage: [Max time before flag] Owner: [Who is responsible in this stage] Required CRM fields: [What data must be captured here] Step 3: Define ICP and Qualification Produce a qualification scorecard: Criterion Must Have Nice to Have Disqualify ----------------------- --------- ------------ ---------- Company size Industry/vertical Budget confirmed Timeline to decision Champion identified Pain articulated Alternatives evaluating Step 4: Produce Pipeline Document Output the complete pipeline design as a markdown document: Delivery Produce the complete pipeline document. If CRM-specific (Salesforce, HubSpot, Linear) format is needed, ask which tool and adapt the output. If output exceeds 40 lines, delegate to /atlas-report.
How to use it
Reference it in AdaL, Claude Code, Cursor or any coding agent — nothing to install:
@skills jeremylongshore/deal-pipeline