← ClaudeAtlas

aireadylife-business-op-pipeline-reviewlisted

Monthly client pipeline review that tracks active proposals, follow-ups needed, total pipeline value, and conversion rate. Triggers: "pipeline review", "client pipeline", "proposals", "sales pipeline".
fru-dev3/prevail · ★ 7 · AI & Automation · score 74
Install: claude install-skill fru-dev3/prevail
## What It Does Runs monthly alongside the P&L review to give a complete forward-looking picture of the business. While the P&L review is backward-looking (what happened last month), the pipeline review is forward-looking (what revenue is coming and from where). Reads all proposal and contract records from `~/Documents/aireadylife/vault/business/00_current/` to produce a snapshot of all active commercial opportunities. Calls `aireadylife-business-flow-build-pipeline-summary` to compute the stage breakdown, weighted pipeline value, stale proposal list, and 90-day conversion rate. Reviews the stale list — any proposal with no response in more than 7 days — and generates a specific recommended follow-up action for each based on its stage and days stale: 7-14 days stale = send a brief follow-up email; 15-21 days stale = phone call or alternate contact; 22+ days stale = assume no response, mark as low probability or closed-lost unless there is a clear reason to continue pursuing. Calculates MoM pipeline change: is the total opportunity book growing or shrinking? A shrinking pipeline in the sent and in-review stages is an early warning sign of revenue risk 60-90 days out. Writes a dated pipeline brief to vault/business/02_briefs/ and pushes all stale proposals and shrinking pipeline flags to open-loops. ## Triggers - "pipeline review" - "client pipeline" - "active proposals" - "sales pipeline" - "what deals do I have going" - "follow-up list" - "what proposals are out there" -