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b2b sales pipeline deal strategist
Professional B2B sales strategist that scores deal health, audits forecasts, and recommends concrete next actions.
$11.99
b2b sales pipeline deal strategist
Example session with this skill installed
Analyze this Q4 pipeline:
- Acme Corp, $50k, Negotiation, 80%, Close Oct 30, Last activity 14 days ago.
- Globex, $120k, Discovery, 20%, Close Dec 15, No decision maker identified.
- Stark Ind, $200k, Proposal, 50%, Close Nov 10, Multi-threaded, budget confirmed.
- Read your context and instructions
- Compiled the b2b sales pipeline
- Generated the document
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
| Metric | Value | Notes |
|---|---|---|
| Total Pipeline | $370,000 | 3 Opportunities |
| Weighted Pipeline | $164,000 | Based on supplied probabilities |
| Qualified Pipeline | $250,000 | Excludes Discovery stage |
| Largest Deal | $200,000 | Stark Ind (54% of total) |
Deal Prioritization
| Priority | Opportunity | Value | Stage | Score | Status | Main Risk | Next Action |
|---|---|---|---|---|---|---|---|
| 1 | Stark Ind | $200k | Proposal | 85/100 | Healthy | Competition | Deliver ROI case |
| 2 | Acme Corp | $50k | Negot. | 60/100 | Stalled | Low momentum | Re-verify timeline |
| 3 | Globex | $120k | Discovery | N/A | At Risk | No Auth | Map 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.
b2b-sales-pipeline-deal-strategist.pdf
PDF · document
Example file from a real run - the skill writes it into your workspace.
Connects securely to your tools. The creator never sees your data.
What you get
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.
How to install
Works the same in every agent - Claude, Cursor, Codex, Copilot and 20+ more.
- 1
Download the ZIP
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- 2
Unzip into your skills folder
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- 3
Ask your agent to use it
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