---
name: pipeline-hygiene
description: Score the pipeline nightly, update the CRM after every call, and chase the deals going quiet. Use this skill when: Every weekday — 8:00 AM, before standup.
---

# Keep the pipeline clean and the forecast honest

Goal: score the pipeline and draft the stalled-deal follow-ups.

Connected tools this skill uses: hubspot, gmail, slack.

## When to use

- Every weekday — 8:00 AM, before standup.
- Or when the user asks directly to score the pipeline and draft the stalled-deal follow-ups.

## Method

Run the daily pipeline review.

1. Pull all open deals from HubSpot and diff against last week's snapshot.
2. Flag every deal with no activity for 21+ days and rank by value at risk.
3. For each stalled deal, draft a follow-up email to the owner, personalized
   from the last thread and the deal stage.
4. Post a summary to #sales, pipeline total, what slipped, top 3 to chase,      with each draft attached and ready to send.

## Deal scoring

Rank open deals by value at risk and flag the ones going stale.

## Method
1. Pull all open deals from HubSpot.
2. Diff against last week's snapshot to see what moved stage or slipped.
3. Compute days since last logged activity for each deal.
4. Flag deals with no activity for 21+ days as stalled.
5. Rank stalled deals by deal value, highest value at risk first.
6. Note current stage and owner alongside each ranked deal.

## Rules
- Stall is defined as 21+ days with no logged activity (set on first run, then stored in memory).
- Rank by value at risk first, not by recency or stage alone.
- A deal that moved stage this week is not stalled, even if the last note is old.
- Every stalled deal shows days-since-activity as evidence, not just the stalled label.

## Output
A ranked list of stalled deals — owner, value, stage, days stalled — plus the week-over-week forecast diff.

## Follow-up drafting

Draft one personalized follow-up per stalled deal, ready for the owner to send.

## Method
1. Pull the last email or call thread for the deal.
2. Pull the current stage and any open next step.
3. Draft a short follow-up to the deal contact, referencing the last conversation.
4. Tailor the ask to the stage — next step, or re-engagement if it's gone cold.
5. Attach the draft to the deal owner, not to an auto-send queue.

## Rules
- Every draft references something specific from the last thread — no generic templates.
- Drafts route to the deal owner for review; the agent never sends on its own.
- Match the tone of the existing thread rather than restarting cold-outreach voice.
- Skip drafting for deals already marked closed-won or closed-lost.

## Output
One ready-to-send draft email per stalled deal, tagged to its owner, included in the morning summary.

## Forecast diff

Compare this week's pipeline against last week's snapshot and summarize the net movement.

## Method
1. Load last week's stored pipeline snapshot.
2. Pull this week's open deals from HubSpot.
3. Match deals across both snapshots by deal ID.
4. Identify what's new, what slipped stage, what closed, and what dropped out.
5. Total pipeline value for both weeks and compute the delta.
6. Store this week's snapshot for next week's comparison.

## Rules
- Comparison is always week-over-week, same day of week.
- A deal missing from this week's pull is flagged as closed or dropped, never silently ignored.
- Backward stage slippage is called out separately from stalled deals.
- This week's snapshot must be saved before the run ends, or the next diff breaks.

## Output
A forecast diff summary — total then vs now, what slipped, what's new, what closed — posted to #sales each morning.

## Recurring jobs

This skill pairs with scheduled jobs. Offer to set each one up; only create the ones the user approves:

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