deal-pipeline

Business

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".

QUICK START

How to use this skill

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Prompt to paste

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Source SKILL.md: https://github.com/jeremylongshore/claude-code-plugins-plus-skills/blob/HEAD/plugins/ai-agency/tonone/skills/deal-pipeline/SKILL.md

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First, summarize what it does, its dependencies, license status if identifiable, and any risks. Show the exact files you propose to add under .agents/skills/deal-pipeline/. Do not write files or run scripts until I approve.

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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.

Prospect → Trial Active → Paid Conversion → Expanded

Stage 1-2 / Mid ACV ($5K-$50K) / Founder-led outbound:

Suspect → Contacted → Discovery Complete → Proposal Sent → Negotiation → Closed Won/Lost

Stage 2-3 / Enterprise ACV ($50K+) / AE-led:

Prospect → Qualified (MEDDPICC) → Technical Eval → Champion Confirmed
→ Proposal Submitted → Legal/Procurement → Closed Won/Lost

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:

# Sales Pipeline — [Company Name]

**Motion:** [inbound/outbound/PLG] | **ACV:** [$X] | **Stage:** [1/2/3]

## Pipeline Stages

### [Stage 1 Name]

**Entry criteria:** [...]
**Exit criteria:** [...]
**Max days in stage:** [N]
**Required fields:** [...]

### [Stage 2 Name]

[...]

## Qualification Scorecard

[table]

## CRM Field Requirements

[list of fields and why each matters]

## Pipeline Health Metrics

- Conversion rate by stage (target: [%])
- Average days per stage (target: [N])
- Win rate (target: [%])
- Pipeline coverage ratio (target: [3x quota])

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.