pipeline-review

If you see unfamiliar placeholders or need to check which tools are connected, see CONNECTORS.md . Analyze your pipeline health, prioritize deals, and get actionable recommendations for where to focus. Review pipeline for: $ARGUMENTS If a file is referenced: @$1 Option A: Upload a CSV Export your pipeline from your CRM (e.g. Salesforce, HubSpot). Helpful fields: Option B: Paste your deals 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." I'll rank your deals using this framework: You can tell me to weight differently: "Focus on big deals over soon deals" or "I need quick wins, prioritize close dates." - Deal/Opportunity name - Account name - Amount - Stage - Close date - Created date - Last activity date - Owner (if reviewing a team) - Primary contact - I'll pull your pipeline automatically - Update records with new close dates, stages, next steps - Create follow-up tasks - Track hygiene improvements over time - Review weekly — Pipeline health decays fast.