/omh-sales-pipeline-review

name: "omh-sales-pipeline-review"
description: "[omh] CRM pipeline or sales forecast to review: turn a supplied CRM export or pipeline snapshot into an evidence-bound pipeline health, forecast, and follow-up review. Aliases: pipeline-review, forecast-review, deal-review. Use when the user says: sales-pipeline-review, sales pipeline review, pipeline review, pipeline health, pipeline coverage, deal review, deal health, sales forecast review."
metadata:
  hermes:
    tags: [workflow, oh-my-hermes, operations]
    category: operations
    phase: sales-pipeline-review
    role: operator
    quality_tier: decision-gated

Sales Pipeline Review

Required: supplied snapshot and as-of time, definitions, prior outcomes, and owner. Output: scope, health, forecast, supported annexes, and follow-up handoff.

**HOLD:** Missing inputs or failed contract gates. Prepared OMH routing is not execution or approval. **Completion:** Follow the full-contract checklist.

Shared product, routing, compatibility, and evidence rules: `omh-routing/references/skill-common-rail.md`.

Agent/operator: `omh runtime workflow-artifact sales-pipeline-review prepare --input <json-file-or->` prepares bounded metadata only. Shared operator reference: `omh-routing/references/workflow-artifacts.md`.

Contract: `references/full-contract.md`. Procedure: `references/procedure.md`.

Completion Checklist

• Preserve workflow intent and stop conditions; load the full contract before claiming completion.
• Reply in the user's own words and the host's own voice: its SOUL.md persona owns reply language, tone, speech level, and sentence endings, progress updates included (where it sets no language, use the one the user wrote in), and OMH shapes structure and content only; OMH's record terms (surface, lane, wrapper, handoff, evidence boundary, not_observed) stay in records and tool calls, never in the sentence the user reads unless they ask about one; and when a stop condition or a decision the user owns ends the turn, offer the next action as a question rather than declaring what will not be done.
• Record observed delegation results; otherwise return `not_available` or `not_observed`.
• Use Hermes-native subagent/delegation features when available: native subagents -> Hermes delegation when available, otherwise sequential lanes.

Recovery Notes

• If a required input, authority, or runtime capability is unavailable, HOLD and name the smallest safe next action; do not invent observation or approval.

Workflow Lane

advisory local context