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The pipeline review skill analyzes your full deal pipeline and returns a structured assessment — where deals stand, which ones are at risk, what’s moving, and what to do next.

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What it produces

  • Stage distribution — deal count and value at each stage
  • At-risk deals — deals with no activity in more than 7 days
  • Deals advanced this week — what moved and why
  • Average time in each stage — where deals slow down
  • Win rate by lead source — which sources close best
  • Recommended actions per stuck deal — specific next step for each

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Example output

PIPELINE REVIEW — April 5, 2026

Stage distribution
  Contacted:    8 deals  ($140K)
  Engaged:      5 deals  ($210K)
  Meeting set:  3 deals  ($180K)
  Proposal:     2 deals  ($95K)
  Total pipeline: $625K

At-risk (no activity > 7 days)
  Gamma Co — 9 days stalled at Engaged
    Recommended: Day 5 follow-up, different angle
  Delta Ltd — 11 days stalled at Meeting Set
    Recommended: Re-confirm the meeting or move to nurture

Advanced this week
  Acme Corp: Engaged → Proposal (meeting went well, proposal requested)
  Beta Inc: Contacted → Meeting Set (replied to Day 3 follow-up)

Stage velocity (avg days)
  Contacted → Engaged: 4.2 days
  Engaged → Meeting Set: 8.7 days  ← slowest stage
  Meeting Set → Proposal: 3.1 days

Win rate by source
  Trigger events: 28%
  ICP batch (Specter): 19%
  Inbound: 34%
  Referral: 41%

Recommended actions
  1. Striker: Day 5 follow-up on Gamma Co today
  2. Striker: Re-confirm Delta Ltd meeting — 11 days is too long
  3. Specter: Source more trigger event leads (highest close rate)

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Configuration

SettingValue
ModelKimi K2
Max turns8
ExecutionFork
Toolsget_pipeline_stats, lookup_leads, search_memories, hubspot_list_deals

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Canvas outputs

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How to invoke

Review my pipeline.

What's stuck in the pipeline and what should I do about it?