🤝 Sales & Customer Success · Discovery & Deals
Review pipeline with honest hygiene standards
Stage-exit criteria, next-step currency, and slippage detection keeping forecasts real.
intermediate~25 minAccount ExecutivesCustomer Success ManagersSales Engineers
Steps
- 1Define exit criteria per stage; deals without them get downgraded automatically
- 2Every open deal carries dated next step; no next step = stalled flag
- 3Track stage-conversion and cycle-time by segment monthly
- 4Flag slipped-close-date deals for win/loss review regardless of outcome
- 5Forecast three numbers: commit / best-case / worst-case with rationale
- 6Remove wishful deals ruthlessly; clean pipe beats fat pipe
Common Pitfalls
- ▲Happy-ears stage inflation before quarter end
- ▲Dead deals parked forever muddying conversion metrics
Commands
Install with skills CLI
$ npx skills add aniruddhaadak80/skills --skill discovery-deal-pipeline-hygiene-reviewInstall globally
$ npx skills add aniruddhaadak80/skills --skill discovery-deal-pipeline-hygiene-review -gTags
#pipeline#forecast#process#sales-success#discovery-deal