Your pipeline, cleaned into an actionable deal list.
What it does
Audits an active sales pipeline and produces deal-level dispositions, remediation actions, communication plans, and measurable pass criteria.
When to use it
Use for pipeline hygiene, stale-deal audits, pre-QBR cleanup, repeatedly pushed close dates, missing deal fields, or junk-pipeline concerns.
How to use it
Ask for a pipeline hygiene audit; it interviews you one question at a time and presents the report section by section for validation.
Good to know
- edits its own instructions
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What you need · 0
No setup requirements listed.
Access · 2
This skill
pipeline system of record
Read
Reads your pipeline records
agent's persistent memory
Write
Stores audit trends in memory