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    b2b sales pipeline deal strategist

    1

    Professional B2B sales strategist that scores deal health, audits forecasts, and recommends concrete next actions.

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    b2b sales pipeline deal strategist

    b2b sales pipeline deal strategist

    Example session with this skill installed

    Analyze this Q4 pipeline:

    1. Acme Corp, $50k, Negotiation, 80%, Close Oct 30, Last activity 14 days ago.
    2. Globex, $120k, Discovery, 20%, Close Dec 15, No decision maker identified.
    3. Stark Ind, $200k, Proposal, 50%, Close Nov 10, Multi-threaded, budget confirmed.
    • Read your context and instructions
    • Compiled the b2b sales pipeline

    Executive Sales Diagnosis

    The Q4 pipeline shows high concentration risk in early-stage deals. While the total value is $370k, the weighted forecast is heavily dependent on a single mid-stage opportunity. Immediate action is required on the Acme Corp deal, which shows signs of stalling despite a late-stage designation.

    Pipeline Snapshot

    MetricValueNotes
    Total Pipeline$370,0003 Opportunities
    Weighted Pipeline$164,000Based on supplied probabilities
    Qualified Pipeline$250,000Excludes Discovery stage
    Largest Deal$200,000Stark Ind (54% of total)

    Deal Prioritization

    PriorityOpportunityValueStageScoreStatusMain RiskNext Action
    1Stark Ind$200kProposal85/100HealthyCompetitionDeliver ROI case
    2Acme Corp$50kNegot.60/100StalledLow momentumRe-verify timeline
    3Globex$120kDiscoveryN/AAt RiskNo AuthMap buying committee

    Forecast

    • Base (Weighted): $164,000.
    • Conservative: $200,000 (Stark Ind only, assuming Acme stalls).
    • Upside: $370,000 (Full pull-through).

    Next steps

    • Audit the Acme Corp deal for a "Mutual Action Plan" to explain the 14-day inactivity gap.
    • Schedule a discovery call with Globex specifically to identify the economic buyer.
    • Review the Stark Ind proposal to ensure differentiation against competitors.

    Connects securely to your tools. The creator never sees your data.

    About this skill

    The problem

    Sales managers and RevOps analysts often struggle to see the truth behind bloated CRM data. Missing fields, stale close dates, and "happy ears" forecasting lead to missed targets and wasted resources on deals that won't close.

    What it does Analyzes raw CRM exports and opportunity data to diagnose pipeline health and forecast credibility. Scores individual deals across ten dimensions like ICP fit, buying authority, and momentum to prioritize sales effort. Identifies stalled or high-risk opportunities by flagging inactivity, single-threading, and qualification gaps. Calculates weighted forecasts and scenario-based estimates (Conservative, Base, Upside) without fabricating probabilities. Generates concrete "Next-Best Actions" for sellers to mitigate risks or advance stalled negotiations. Why this beats prompting it yourself

    General-purpose prompts often hallucinate missing data or offer generic sales advice. This skill enforces strict mathematical integrity, distinguishes between facts and assumptions, and uses a structured scoring rubric that refuses to guess values for missing CRM fields.

    Use cases Weekly pipeline reviews to identify which deals require immediate leadership intervention. Monthly forecast audits to validate the accuracy of rep-submitted close dates and probabilities. Sales coaching sessions to provide reps with objective evidence of qualification gaps. CRM hygiene cleanup by highlighting data inconsistencies and missing decision-maker information.

    Find more skills like this on the Claude Skills Marketplace, the Codex Skills Marketplace and the Gemini Skills Marketplace, or browse Claude Skills for Business & Operations.

    Requires at least 7 of 10 scoring dimensions for normalized numeric scoring. Does not support currency conversion without user-supplied exchange rates.

    How to use

    1. 1

      Connect your agent to the Agensi MCP

      Copy the prompt and paste it into Claude, ChatGPT, Cursor or any agent that supports MCP. It sets up the connection for you. Manual setup

    2. 2

      Sign in to Agensi

      Your agent shows a sign-in link. Sign in and click Allow.

    3. 3

      Ask for what you need

      Your agent loads this skill and uses it on your task. It always asks before buying a skill.

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    Listed2 months ago

    What's inside

    Frequently Asked Questions

    This skill identifies pipeline risks like single-threading or qualification gaps and provides a structured scoring rubric and 'Next-Best Actions' to improve forecast accuracy and win rates.

    The strategist is designed to work with major LLMs; simply upload your CRM exports (CSV or JSON) containing deal stages, activities, and field data for instant analysis.

    Unlike general prompts, this skill uses a specialized scoring logic that refuses to hallucinate data, ensuring your forecasts are based on evidence rather than AI guesswork.

    You will receive the structured skill configuration, a detailed guide on required CRM data fields, and a template for standardized pipeline health reporting.

    No complex integration is required; setup involves importing the skill into your preferred AI agent environment and mapping your CRM’s export headers to the skill’s internal rubric.

    Purchasing this skill grants you access to all future version updates, including refinements to the scoring algorithm and new scenario-based forecasting templates.

    New in Business & Operations