AgentSkillsCN

pipeline-review

梳理当前在手的项目管线、潜在商机、产能规划，以及亟需关注的停滞事项。可针对“项目管线状态”“产能核查”“管线中的各项事务”等触发相应动作。

SKILL.md
--- frontmatter
name: pipeline-review
description: Review active pipeline, opportunities, capacity, and stalled items needing attention. Triggers on "pipeline status", "capacity check", "what's in the pipeline".

Pipeline Review

Review your active pipeline, opportunities, and capacity.

What to Check

1. Active Pipeline (pipeline/active.md)

  • •Current engagements or deals
  • •Stage of each
  • •Health status
  • •Next actions needed

2. Prospecting (pipeline/prospecting.md if exists)

  • •Warm leads
  • •Outreach in progress
  • •Follow-ups needed

3. Capacity

  • •Current utilization
  • •Available bandwidth
  • •Upcoming endings or starts

4. Stalled Items

  • •Opportunities with no activity in 2+ weeks
  • •Deals that need nudging or closing

Output Format

code
## Pipeline Review - [Date]

### Summary
- Active engagements: X ($Y total value)
- In prospecting: X ($Y potential)
- Capacity: X% utilized
- Stalled items: X need attention

### Active Engagements

| Client/Deal | Stage | Value | Health | Next Action |
|-------------|-------|-------|--------|-------------|
| [Name] | [Stage] | $X | On Track / At Risk | [Action] |

### Prospecting Pipeline

| Opportunity | Stage | Est. Value | Last Touch | Next Step |
|-------------|-------|------------|------------|-----------|
| [Name] | [Stage] | $X | [Date] | [Action] |

### Stalled (2+ Weeks Inactive)

| Item | Last Activity | Days Stalled | Recommendation |
|------|---------------|--------------|----------------|
| [Name] | [Date] | X | [What to do] |

### Capacity Check

- **Current utilization:** X%
- **Available for:** [type of work/hours]
- **Upcoming changes:**
  - [Date]: [Engagement ending/starting]

### Upcoming Closings

| Deal | Expected Close | Value | Probability |
|------|----------------|-------|-------------|
| [Name] | [Date] | $X | High/Med/Low |

### Actions This Week

1. [Highest priority pipeline action]
2. [Second priority]
3. [Third priority]

Archetype Variations

Consultant/Solo

Focus on client pipeline, engagement renewals, and billable capacity.

Founder

Focus on investor pipeline, fundraising progress, and deal stages.

Executive

Focus on initiative pipeline, strategic project status, and resource allocation.

Creator

Focus on partnership pipeline, sponsorship opportunities, and content deals.

Tone

  • •Business-focused, not chatty
  • •Prioritize by urgency and value
  • •Flag stalled items prominently
  • •Suggest specific actions

When to Run

  • •Weekly (Monday mornings ideal)
  • •Before capacity planning
  • •When feeling uncertain about workload
  • •Before taking on new work