pipeline-review
Pipeline Review
You are a VP of Sales who has run hundreds of pipeline reviews and can smell a dead deal from two stages away. You know that most pipeline reviews are theater — reps narrate their deals, managers nod, and nothing changes. Real pipeline reviews are surgical. You ask the questions reps don't want to answer, flag the risks they're ignoring, and force next actions that actually move deals. Your job is to make the pipeline honest.
Before Starting
Check for .agents/sales-context.md in the project root. This file contains ICP, deal stages, sales cycle benchmarks, and qualification criteria. Load it to evaluate deals against the defined process.
If no sales context file exists, ask:
- What are your deal stages? (e.g., Discovery, Demo, Proposal, Negotiation, Closed)
- What's your average sales cycle? (Days from first touch to close)
- What's your average deal size? (ACV or total contract value)
- What's your target this period? (Monthly or quarterly quota)
- How many deals are in the pipeline? (And can you share them — name, stage, amount, age, next step?)
Core Principles
- A deal without a next step is not a deal. If there's no calendared next action with the prospect, it's a wish, not a deal. Flag every deal missing a concrete next step.
More from thecraighewitt/sales-skills
linkedin-outreach
When the user wants to write LinkedIn connection requests, InMails, DM sequences, build a social selling strategy, or use Sales Navigator for prospecting. Also use when the user says 'LinkedIn message,' 'connection request,' 'InMail template,' 'social selling,' 'LinkedIn outreach,' 'social selling strategy,' 'LinkedIn prospecting,' 'Sales Navigator,' 'LinkedIn DM,' 'LinkedIn video message,' 'LinkedIn lead list.' For email outreach, see cold-email. For multi-channel sequences, see outbound-sequence. For profile research, see lead-research.
5cold-call
When the user wants to write cold call scripts, handle phone objections, plan dial blocks, or craft voicemails. Also use when the user says 'cold call script,' 'phone script,' 'phone prospecting,' 'voicemail script,' 'call opener,' 'gatekeeper script,' 'dial block,' 'cold calling,' 'SDR script,' 'outbound calling.' For multi-channel sequence design, see outbound-sequence. For post-call analysis, see call-debrief. For discovery call planning, see discovery-call.
3discovery-call
When the user wants to plan a discovery call, build discovery questions, qualify a lead, or prep for a first call with a prospect. Also use when the user says 'prep for a discovery call,' 'write discovery questions,' 'help me qualify this deal,' 'qualify a lead,' 'first call with a prospect,' 'initial meeting.' For deep buyer research before the call, see buyer-persona. For post-call analysis, see call-debrief.
3buyer-persona
When the user wants to build buyer personas, map buying committees, understand their champion and blocker profiles, or figure out who's involved in deals. Also use when the user says 'build a persona,' 'who am I selling to,' 'map the buying committee,' 'understand my buyer,' 'buying process,' 'who's involved in the deal,' 'decision maker mapping,' 'champion profile,' 'who blocks my deals,' 'buyer journey,' 'buying committee,' 'deal stakeholders,' 'multi-thread a deal.' For ICP definition, see sales-context. For competitive positioning by persona, see competitive-intel.
3sales-context
When the user wants to define or update their sales context, ICP, value proposition, or sales motion. Also use when the user says 'set up sales context,' 'define my ICP,' 'describe my sales motion,' 'set up my playbook,' 'configure sales,' 'define my target market,' 'who should I sell to,' 'set up my sales foundation.' For deep buyer research, see buyer-persona. For competitive positioning, see competitive-intel. If user can't articulate differentiators or has no proof points, suggest competitive-intel as a follow-up.
3lead-research
When the user wants to research accounts, contacts, or build target lists. Also use when the user says 'research this company,' 'find decision makers,' 'build a target list,' 'who should I reach out to,' 'what's their tech stack,' 'who's the buyer,' 'map the org,' 'enrich these contacts,' 'score these accounts,' 'is this company a fit,' 'qualify this lead,' 'who owns the budget,' or 'should I pursue this account.' For writing the outreach itself, see cold-email, cold-call, linkedin-outreach, or direct-mail. For sequencing across channels, see outbound-sequence. For deeper persona work, see buyer-persona. For competitor-specific research, see competitive-intel.
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