PaperclipOrg
Claude Agent Skill · by Anthropics

Pipeline Review

Install Pipeline Review skill for Claude Code from anthropics/knowledge-work-plugins.

Install
Terminal · npx
$npx skills add https://github.com/obra/superpowers --skill brainstorming
Works with Paperclip

How Pipeline Review fits into a Paperclip company.

Pipeline Review drops into any Paperclip agent that handles this kind of work. Assign it to a specialist inside a pre-configured PaperclipOrg company and the skill becomes available on every heartbeat — no prompt engineering, no tool wiring.

S
SaaS FactoryPaired

Pre-configured AI company — 18 agents, 18 skills, one-time purchase.

$27$59
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Source file
SKILL.md245 lines
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---name: pipeline-reviewdescription: 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.argument-hint: "<segment or rep>"--- # /pipeline-review > If you see unfamiliar placeholders or need to check which tools are connected, see [CONNECTORS.md](../../CONNECTORS.md). Analyze your pipeline health, prioritize deals, and get actionable recommendations for where to focus. ## Usage ```/pipeline-review [segment or rep]``` Review pipeline for: $ARGUMENTS If a file is referenced: @$1 --- ## How It Works ```┌─────────────────────────────────────────────────────────────────┐│                     PIPELINE REVIEW                              │├─────────────────────────────────────────────────────────────────┤│  STANDALONE (always works)                                       ││  ✓ Upload CSV export from your CRM                              ││  ✓ Or paste/describe your deals                                 ││  ✓ Health check: flag stale, stuck, and at-risk deals          ││  ✓ Prioritization: rank deals by impact and closability        ││  ✓ Hygiene audit: missing data, bad close dates, single-thread ││  ✓ Weekly action plan: what to focus on                        │├─────────────────────────────────────────────────────────────────┤│  SUPERCHARGED (when you connect your tools)                      ││  + CRM: Pull pipeline automatically, update records             ││  + Activity data for engagement scoring                         ││  + Historical patterns for risk prediction                      ││  + Calendar: See upcoming meetings per deal                     │└─────────────────────────────────────────────────────────────────┘``` --- ## 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**```Acme Corp - $50K - Negotiation - closes Jan 31 - last activity Jan 20TechStart - $25K - Demo scheduled - closes Feb 15 - no activity in 3 weeksBigCo - $100K - Discovery - closes Mar 30 - created last week``` **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 ```markdown# Pipeline Review: [Date] **Data Source:** [CSV upload / Manual input / CRM]**Deals Analyzed:** [X]**Total Pipeline Value:** $[X] --- ## Pipeline Health Score: [X/100] | Dimension | Score | Issue ||-----------|-------|-------|| **Stage Progression** | [X]/25 | [X] deals stuck in same stage 30+ days || **Activity Recency** | [X]/25 | [X] deals with no activity in 14+ days || **Close Date Accuracy** | [X]/25 | [X] deals with close date in past || **Contact Coverage** | [X]/25 | [X] deals single-threaded | --- ## Priority Actions This Week ### 1. [Highest Priority Deal]**Why:** [Reason — large, closing soon, at risk, etc.]**Action:** [Specific next step]**Impact:** $[X] if you close it ### 2. [Second Priority]**Why:** [Reason]**Action:** [Next step] ### 3. [Third Priority]**Why:** [Reason]**Action:** [Next step] --- ## Deal Prioritization Matrix ### Close This Week (Focus Time Here)| Deal | Amount | Stage | Close Date | Next Action ||------|--------|-------|------------|-------------|| [Deal] | $[X] | [Stage] | [Date] | [Action] | ### Close This Month (Keep Warm)| Deal | Amount | Stage | Close Date | Status ||------|--------|-------|------------|--------|| [Deal] | $[X] | [Stage] | [Date] | [Status] | ### Nurture (Check-in Periodically)| Deal | Amount | Stage | Close Date | Status ||------|--------|-------|------------|--------|| [Deal] | $[X] | [Stage] | [Date] | [Status] | --- ## Risk Flags ### Stale Deals (No Activity 14+ Days)| Deal | Amount | Last Activity | Days Silent | Recommendation ||------|--------|---------------|-------------|----------------|| [Deal] | $[X] | [Date] | [X] | [Re-engage / Downgrade / Remove] | ### Stuck Deals (Same Stage 30+ Days)| Deal | Amount | Stage | Days in Stage | Recommendation ||------|--------|-------|---------------|----------------|| [Deal] | $[X] | [Stage] | [X] | [Push / Multi-thread / Qualify out] | ### Past Close Date| Deal | Amount | Close Date | Days Overdue | Recommendation ||------|--------|------------|--------------|----------------|| [Deal] | $[X] | [Date] | [X] | [Update date / Push to next quarter / Close lost] | ### Single-Threaded (Only One Contact)| Deal | Amount | Contact | Risk | Recommendation ||------|--------|---------|------|----------------|| [Deal] | $[X] | [Name] | Champion leaves = deal dies | [Identify additional stakeholders] | --- ## Hygiene Issues | Issue | Count | Deals | Action ||-------|-------|-------|--------|| Missing close date | [X] | [List] | Add realistic close dates || Missing amount | [X] | [List] | Estimate or qualify || Missing next step | [X] | [List] | Define next action || No primary contact | [X] | [List] | Assign contact | --- ## Pipeline Shape ### By Stage| Stage | # Deals | Value | % of Pipeline ||-------|---------|-------|---------------|| [Stage] | [X] | $[X] | [X]% | ### By Close Month| Month | # Deals | Value ||-------|---------|-------|| [Month] | [X] | $[X] | ### By Deal Size| Size | # Deals | Value ||------|---------|-------|| $100K+ | [X] | $[X] || $50K-100K | [X] | $[X] || $25K-50K | [X] | $[X] || <$25K | [X] | $[X] | --- ## Recommendations ### This Week1. [ ] [Specific action for priority deal 1]2. [ ] [Action for at-risk deal]3. [ ] [Hygiene task] ### This Month1. [ ] [Strategic action]2. [ ] [Pipeline building if needed] --- ## Deals to Consider Removing These deals may be dead weight: | Deal | Amount | Reason | Recommendation ||------|--------|--------|----------------|| [Deal] | $[X] | [No activity 60+ days, no response] | Mark closed-lost || [Deal] | $[X] | [Pushed 3+ times, no champion] | Qualify out |``` --- ## 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.