Templates / Pipeline & forecasting
Weekly Pipeline Review
$1.99 · free with ProTurn your deal list or CRM export into a one-page pipeline review: risks, stalled deals, next steps and a forecast note.
Built for sales managers who run a weekly pipeline meeting and don't have an hour to prep for it.
Paste or upload your open deals and Claude sorts them by risk, flags the stalled ones, totals your pipeline by stage and by rep, and suggests a next step for each deal that needs attention.
It also gives you coaching questions for your one-on-ones and a short, honest forecast note you can send to your boss. It only uses the facts in your data, so nothing gets made up.
What's inside
- SKILL.md with the full review method and editable settings
- A calculation script, so every total and flag is exact
- Export steps for Salesforce, HubSpot, Pipedrive and Dynamics
- A sample pipeline to try it in 30 seconds
- Team-meeting version, forecast email and follow-up drafts on request
- A complete worked example
How to use it
- Download the file. Keep it zipped.
- In Claude, open Settings and find Skills (under Capabilities). Turn Skills on if it's off.
- Click Upload skill and choose the file you downloaded.
- Ask Claude for the task in plain words. It picks up the skill on its own.
- Using Claude Code? Unzip the file into ~/.claude/skills/ instead.
More like this
Stalled Deal Rescue
$1.99 · free with ProDrop in your pipeline export and see which deals are slipping, exactly how much is at risk, and the email to send for each one, plus a forecast note for your manager.
Daily Sales Priorities
$1.99 · free with ProPaste your to-dos, calendar and open deals. Get your top 3 for today and a time-blocked plan you'll actually follow.
Discovery Call Recap
$1.99 · free with ProPaste a call transcript or notes. Get a CRM note, what's qualified and what isn't, next steps, a recap email and coaching notes.