Deal pipeline

Skill jeremylongshore/claude-code-plugins-plus-skills/plugins/ai-agency/tonone/skills/deal-pipeline

425 plugins, 2,810 skills, 200 agents for Claude Code. Open-source marketplace at tonsofskills.com with the ccpi CLI package manager.

Install

npx -y skills add jeremylongshore/claude-code-plugins-plus-skills --skill deal-pipeline

Assembled from the repository path, not quoted from the project. Check it against their README if it does not work.

What its author says it does

Copied from the file, not written here

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".

The file declares its own license as MIT. That is the author’s claim about this one file, and it is not the same thing as the license GitHub reports for the repository, which is listed with the other numbers below.

SKILL.md

3.5 KB, as published. Nobody here has run it

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.