Pipeline management toolkit covering audits, coverage modeling, and enablement
Installation
npx claude-plugins install @gtmagents/gtm-agents/sales-pipeline
Contents
Folders: agents, commands, skills
Included Skills
This plugin includes 3 skill definitions:
crm-hygiene
Use to enforce stage definitions, next-step requirements, and data completeness
View skill definition
CRM Hygiene Playbook Skill
When to Use
- Preparing for pipeline inspections or forecast calls.
- Auditing data quality before exec reviews or board decks.
- Coaching reps on consistent CRM updates.
Framework
- Stage Definitions – document entry/exit criteria and mandatory fields for each stage.
- Data Completeness – ensure next steps, close dates, contacts, and products are filled.
- Aging Thresholds – define acceptable days-in-stage and automatic escalation triggers.
- Exception Handling – outline how to request overrides or re-open closed deals.
- Monitoring – schedule hygiene dashboards + alerts for missing data.
Templates
- Stage checklist (fields + approvers per stage).
- Hygiene scorecard for reps/managers.
- Escalation request form for data overrides.
Tips
- Automate reminders for missing next steps or overdue close dates.
- Pair with forecasting enablement to keep assumptions grounded.
- Share hygiene scores transparently to drive accountability.
deal-review
Use to run structured opportunity inspections that align pipeline data
View skill definition
Deal Review Framework Skill
When to Use
- Preparing for forecast calls or executive deal reviews.
- Coaching reps on qualification, mutual action plans, or competitive positioning.
- Validating whether key deals deserve exec/CS/partner resources.
Framework
- Qualification Pulse – confirm MEDDIC/BANT elements, economic buyer access, and champion strength.
- Stakeholder Map – document buying committee roles, influencers, and gaps.
- Mutual Action Plan – outline critical path milestones, owners, and risk mitigations.
- Competitive/Value Story – identify differentiators, landmines, and proof required.
- Next Actions – lock committed next steps, deadlines, and owners directly in CRM.
Templates
- Deal review worksheet (qualification, risks, next steps).
- Mutual action plan table with milestones and RACI.
- Competitive battlecard snippet for in-call reference.
Tips
- Capture notes directly in CRM to keep pipeline data aligned with conversations.
- Invite cross-functional partners (SE, CS, exec sponsor) when blockers require their involvement.
- Pair with
forecast-disciplineto ensure inspection outcomes feed into commit grading.
forecast-discipline
Use to drive consistent forecast methodology, grading, and inspection
View skill definition
Forecast Discipline Guide Skill
When to Use
- Running weekly/monthly forecast calls.
- Coaching managers on commit/best case criteria.
- Aligning go-to-market teams on inspection processes.
Framework
- Forecast Tiers – define commit, best case, pipeline, upside with clear exit criteria.
- Grading Rubric – outline inspection questions and data required for each tier.
- Cadence – schedule prep steps, live inspections, and follow-up check-ins.
- Accountability – log actions, approvals, and exceptions tied to each commit change.
- Continuous Improvement – review accuracy vs actuals, adjust rubric/cadence quarterly.
Templates
- Forecast call agenda + checklist.
- Commit change request form.
- Accuracy retro template with action items.
- GTM Agents Inspection Worksheet – standardized questions (deal health, decision process, paper process, risk plan) @puerto/README.md#244-271.
- KPI Guardrail Sheet – pipeline coverage, conversion %, slip rate with alert thresholds.
- Escalation Memo Template – summary for Chief Strategy Officer when forecast misses guardrails.
Tips
- Keep commit changes transparent and documented.
- Incorporate MEDDIC/BANT prompts into inspection scripts.
- Pair with CRM hygiene dashboards to ensure data supports forecast claims.
- Mirror GTM Agents cadence: Monday management prep, Tuesday deal desk sync, Thursday exec forecast call.
- Require written rationale for any commit movement >5% week over week.
- If g