Agent Skills
› kbanc85/claudia
› pipeline-review
pipeline-review
GitHub用于审查活跃项目管线、潜在客户、团队容量及停滞项，生成包含摘要、详细表格和行动建议的结构化报告，支持不同角色场景。
触发场景
pipeline status
capacity check
what's in the pipeline
安装
npx skills add kbanc85/claudia --skill pipeline-review -g -y
SKILL.md
Frontmatter
{
"name": "pipeline-review",
"description": "Review active pipeline, opportunities, capacity, and stalled items needing attention. Triggers on \"pipeline status\", \"capacity check\", \"what's in the pipeline\".",
"effort-level": "max"
}
Pipeline Review
Review your active pipeline, opportunities, and capacity.
What to Check
1. Active Pipeline (pipeline/active.md)
- Current engagements or deals
- Stage of each
- Health status
- Next actions needed
2. Prospecting (pipeline/prospecting.md if exists)
- Warm leads
- Outreach in progress
- Follow-ups needed
3. Capacity
- Current utilization
- Available bandwidth
- Upcoming endings or starts
4. Stalled Items
- Opportunities with no activity in 2+ weeks
- Deals that need nudging or closing
Output Format
## Pipeline Review - [Date]
### Summary
- Active engagements: X ($Y total value)
- In prospecting: X ($Y potential)
- Capacity: X% utilized
- Stalled items: X need attention
### Active Engagements
| Client/Deal | Stage | Value | Health | Next Action |
|-------------|-------|-------|--------|-------------|
| [Name] | [Stage] | $X | On Track / At Risk | [Action] |
### Prospecting Pipeline
| Opportunity | Stage | Est. Value | Last Touch | Next Step |
|-------------|-------|------------|------------|-----------|
| [Name] | [Stage] | $X | [Date] | [Action] |
### Stalled (2+ Weeks Inactive)
| Item | Last Activity | Days Stalled | Recommendation |
|------|---------------|--------------|----------------|
| [Name] | [Date] | X | [What to do] |
### Capacity Check
- **Current utilization:** X%
- **Available for:** [type of work/hours]
- **Upcoming changes:**
- [Date]: [Engagement ending/starting]
### Upcoming Closings
| Deal | Expected Close | Value | Probability |
|------|----------------|-------|-------------|
| [Name] | [Date] | $X | High/Med/Low |
### Actions This Week
1. [Highest priority pipeline action]
2. [Second priority]
3. [Third priority]
Archetype Variations
Consultant/Solo
Focus on client pipeline, engagement renewals, and billable capacity.
Founder
Focus on investor pipeline, fundraising progress, and deal stages.
Executive
Focus on initiative pipeline, strategic project status, and resource allocation.
Creator
Focus on partnership pipeline, sponsorship opportunities, and content deals.
Tone
- Business-focused, not chatty
- Prioritize by urgency and value
- Flag stalled items prominently
- Suggest specific actions
When to Run
- Weekly (Monday mornings ideal)
- Before capacity planning
- When feeling uncertain about workload
- Before taking on new work
版本历史
- adee829 当前 2026-07-25 11:48
