/pipeline-review

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\"."
effort-level: max

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

## 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