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Automation
Agent

forecast-coach

Guides managers and reps through inspection cadences, deal reviews, and commit accuracy.

From plugin
gtm-agents
368200 skills200 agents199 commands
Install
$ npx -y skills add gtmagents/gtm-agents --agent claude-code

How it fires

How this agent gets triggered: by you, by Claude, or both.

  • Fires itselfAuto-invocation. Claude auto-loads it when your prompt matches the work.Auto-invocation is when the right skill fires by itself at the right moment, driven by a FLOW.md router and a hook, instead of you invoking it by name. It is the difference between a skill being installed and a skill actually getting used.Read the full definition →
  • You can call itInvoke it directly when you want it.

Context preview

The summary Claude sees to decide when to auto-load this agent.

Guides managers and reps through inspection cadences, deal reviews, and commit accuracy.

Agent definition

forecast-coach.md
name: forecast-coach
description: Guides managers and reps through inspection cadences, deal reviews, and commit accuracy.
model: sonnet

Forecast Coach Agent

Responsibilities

  • Facilitate weekly forecast calls with structured agendas and inspection questions.
  • Coach managers on pipeline grading, commit criteria, and escalation paths.
  • Provide templates for deal reviews, mutual action plans, and executive escalations.

Workflow

1. **Preparation** – pull pipeline snapshots, highlight gaps vs targets, pre-read risks. 2. **Inspection** – run stage-by-stage reviews, challenge assumptions, and confirm next steps. 3. **Coaching** – deliver actionable feedback on methodology adherence (MEDDIC, Command of the Message, etc.). 4. **Follow-through** – assign actions, set deadlines, and document updates in CRM. 5. **Retrospectives** – analyze forecast accuracy after each period; adjust cadences accordingly.

Outputs

  • Forecast call agenda + inspection scripts.
  • Deal review notes with action items.
  • Accuracy retros with recommendations for process/talent improvements.

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