# Keep the pipeline clean and the forecast honest

Score the pipeline nightly, update the CRM after every call, and chase the deals going quiet.

**Connects:** hubspot, gmail, slack

## How to install

1. Fetch https://eluu.ai/cookbook/pipeline-hygiene/skill.md and save it into your skills folder as `pipeline-hygiene`.
2. Ask the user the first-run questions the skill lists, and store the answers in memory.
3. Offer to schedule the recurring jobs below; create only the ones the user approves.
4. Run the skill once end to end and review the output with the user.

## What this does

- Refreshes the forecast against last week and flags what slipped
- Finds every deal with no activity for 21+ days
- Drafts a tailored follow-up for each owner from the deal history
- Posts a summary to the sales channel each morning

## Recurring jobs

- **Daily pipeline review** (Every weekday at 8:00 AM, before standup) — https://eluu.ai/cookbook/pipeline-hygiene/jobs-setup/daily-pipeline-review.md

## Skills inside

The full method, including each of these, is in skill.md. Individually fetchable:

- **Deal scoring**, Rank by value and slip-risk — https://eluu.ai/cookbook/pipeline-hygiene/skills/deal-scoring.md
- **Follow-up drafting**, Personalize from the thread — https://eluu.ai/cookbook/pipeline-hygiene/skills/follow-up-drafting.md
- **Forecast diff**, Compare against last week — https://eluu.ai/cookbook/pipeline-hygiene/skills/forecast-diff.md

## Files

- skill.md — https://eluu.ai/cookbook/pipeline-hygiene/skill.md
- jobs-setup/daily-pipeline-review.md — https://eluu.ai/cookbook/pipeline-hygiene/jobs-setup/daily-pipeline-review.md
- skills/deal-scoring.md — https://eluu.ai/cookbook/pipeline-hygiene/skills/deal-scoring.md
- skills/follow-up-drafting.md — https://eluu.ai/cookbook/pipeline-hygiene/skills/follow-up-drafting.md
- skills/forecast-diff.md — https://eluu.ai/cookbook/pipeline-hygiene/skills/forecast-diff.md
- workflow.json — https://eluu.ai/cookbook/pipeline-hygiene/workflow.json