Pipeline Review
Weekly pipeline hygiene with deal-level risk scoring
Scans every open opportunity for stale activity, missing fields, stuck stages, and competitive signals. Produces a prioritized action list for each rep and a summary for the sales leader. Catches deals going dark before the rep notices.
Workflow Steps
CRM Snapshot
/revopsPull all open opportunities with activity history and stage dates
Health Scoring
/revopsScore each deal on engagement recency, stage velocity, and multi-threading
Risk Flagging
/chief-of-staffIdentify deals with no activity >14 days, single-threaded, or past close date
Action Plan
/produce-contentPer-rep action list with specific next steps for at-risk deals
Example
Weekly review of 45 open opportunities. The workflow flags 8 deals with no activity in 14+ days, 5 that are single-threaded to a champion who changed roles, and 3 past their expected close date. Generates a prioritized action list for each of 4 reps — Claude Code powering sales operations.
Related Workflows & Skills
Deal Coaching
MEDDPICC-grounded coaching prep for every 1:1
WorkflowForecast Preparation
Bottom-up forecast with weighted pipeline and risk adjustments
WorkflowWin/Loss Analysis
Pattern extraction from closed deals to improve future win rate
SkillRevOps Suite
CRM-first revenue operations across deals, pipeline, and forecasts
SkillChief of Staff
Goal-aligned daily briefings that surface misalignment
SkillProduce Content
One idea into blog, newsletter, social, images
Deep Dives
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Built and maintained by Victor Sowers at STEEPWORKS