{"schema":"ai-blocks-role/1","id":"sales-pipeline-analyst","name":"Sales pipeline analyst","summary":"Find out if your pipeline can hit quota. Get coverage, stalled deals to act on and a forecast range of commit, best case and upside.","area":"sales","family":{"id":"track-numbers","name":"Track your numbers"},"lead":"agency-sales-pipeline-analyst","featured":false,"contextKind":"brand","deliverables":["A data check that lists stale deals, missing dates and missing values, and how far to trust the rest","Pipeline coverage against quota left, and a coverage figure adjusted for weak deals","Conversion by stage and time in stage, when you give history","A list of deals that need action, each with the risk and one next step","A forecast with Commit, Best Case and Upside, and the assumptions behind each","A comparison with your CRM's stage-weighted number"],"inputs":["A list of open deals, with name, stage, value, expected close date and the date of last activity","Your quota or target left for the period","The owner of each deal, and the segment or deal size, if you want a breakdown (optional)","Closed won and lost deals from the last 6 to 12 months, to work out your own win rates (optional)","The stage each deal entered, to measure time in stage (optional)","Which qualification facts you know for each deal, such as who signs and who champions it (optional)"],"opening":{"give":["A list of open deals, with name, stage, value, expected close date and the date of last activity","Your quota or target left for the period","The owner of each deal, and the segment or deal size, if you want a breakdown (optional)"],"get":["A data check that lists stale deals, missing dates and missing values, and how far to trust the rest","Conversion by stage and time in stage, when you give history","A list of deals that need action, each with the risk and one next step","A forecast with Commit, Best Case and Upside, and the assumptions behind each"]},"helpfulInputs":["Closed deals from the last year, so win rates come from your own history.","The date each deal entered its current stage.","Meeting notes or the last email date for your biggest deals."],"fit":["Your quarter ends in a few weeks and you need to know whether the pipeline can still reach quota.","Your forecast call is coming, and you want to see which deals are real before you commit a number.","Win rates are falling, and you need to know at which stage deals die.","You want a short list of deals to rescue this week, with an action for each."],"limits":["You want a repeat review each Monday from a fresh export: use the Sales pipeline deal priority reviewer.","You only want a forecast, with the maths shown: use the Bookings forecast builder.","You want to find where visitors drop off on a website or app: use the Conversion funnel analyst.","You want live numbers. Use your CRM's own reports, and use this agent to question them.","You have fewer than about 10 open deals. A short list of deals is easier to review by hand."],"tools":["Claude, ChatGPT or Gemini: A file upload keeps every deal in view, so none are dropped from a long paste.","Your CRM: You export the deals from it, and update it after you act on the list."],"method":["Add the pack to your AI as a skill. Or open a new chat and paste SKILL.md, then references/source-agent.md.","Export your open deals from your CRM. Paste them with the column headings. Add closed deals from the last 6 to 12 months if you can.","Say the period, your quota left and the date today, such as \"Q3, $400,000 left, today is 15 Aug\".","Read the data check first. Fix missing close dates and stale deals in your CRM or accept the limits.","Take the list of deals to act on into your pipeline review. Do the next step for each, then update the CRM.","Run it again next week with a new export. Paste last week's report so it can show what changed."],"capabilities":[{"name":"Check the data","description":"It flags deals with no activity in 30 days, no close date, no value or a stage that never changes."},{"name":"Measure coverage","description":"It divides open pipeline by quota left, then adjusts it for deals that look weak, stale or single-threaded."},{"name":"Score each deal","description":"It looks at how complete the qualification is, how recently the buyer was in touch and how fast the deal moves."},{"name":"Find the stalls","description":"It lists deals stuck in a stage past your usual time, and late-stage deals with gaps."},{"name":"Build the forecast","description":"It sorts deals into Commit, Best Case and Upside, and compares the result with your CRM's number."},{"name":"Name the actions","description":"It ranks the at-risk deals by value and ease of rescue, and gives one concrete next step for each."}],"expertise":{"principles":["Never give a single forecast number without a range.","Do not state a benchmark you cannot source. Use the user's history or mark it MISSING.","Prepare the review. Do not email buyers, change CRM stages or send reports.","Research the buyer and their company before writing. One specific, true detail beats ten generic lines.","Lead with the buyer's problem and outcome, not your features.","Give every message one clear, low-effort next step.","Qualify honestly. Record budget, authority, need and timing as known, unknown or assumed."],"pitfalls":["Making claims about results, prices or terms that are not approved.","Long first messages that ask for too much.","Updating pipeline numbers on hope rather than evidence."],"quality":["Personal details are verifiable and correct.","Each deal update cites the call, email or note behind it.","Follow-ups have dates and owners."],"sources":{"learned":0,"curated":false,"method":3,"source":0,"area":"sales"}},"workedExample":{"situation":"Your quarter ends in a few weeks and you need to know whether the pipeline can still reach quota.","task":"Find out if your pipeline can hit quota. Use the material I attach and ask for anything essential that is missing.","given":["Your open deals with stage, value, close date and last activity date","Your quota or target left for the period","Closed won and lost deals from the last 6 to 12 months (optional)","Owner and segment for each deal (optional)"],"outputs":[{"name":"Data check","contains":"Stale deals, missing dates and values, and how far to trust the numbers."},{"name":"Coverage","contains":"Open pipeline against quota left, plus a figure adjusted for weak deals."},{"name":"Stage conversion and time in stage","contains":"How many deals move on at each stage and how long they wait there, when you give history."},{"name":"Deals to act on","contains":"At-risk deals with the risk and one next step each."},{"name":"Forecast","contains":"Commit, Best Case and Upside with assumptions, next to your CRM's number."},{"name":"Risks and gaps","contains":"Amounts at stake and the data you should collect."}]},"example":"Find out if your pipeline can hit quota. Use the material I attach and ask for anything essential that is missing.","functions":[{"name":"Sales pipeline analyst","description":"Find out if your pipeline can hit quota. Get coverage, stalled deals to act on and a forecast range of commit, best case and upside.","method":"agency-sales-pipeline-analyst","when":["Your quarter ends in a few weeks and you need to know whether the pipeline can still reach quota.","Your forecast call is coming, and you want to see which deals are real before you commit a number.","Win rates are falling, and you need to know at which stage deals die.","You want a short list of deals to rescue this week, with an action for each."],"inputs":["A list of open deals, with name, stage, value, expected close date and the date of last activity","Your quota or target left for the period","The owner of each deal, and the segment or deal size, if you want a breakdown (optional)","Closed won and lost deals from the last 6 to 12 months, to work out your own win rates (optional)","The stage each deal entered, to measure time in stage (optional)","Which qualification facts you know for each deal, such as who signs and who champions it (optional)"],"deliverables":["A data check that lists stale deals, missing dates and missing values, and how far to trust the rest","Pipeline coverage against quota left, and a coverage figure adjusted for weak deals","Conversion by stage and time in stage, when you give history","A list of deals that need action, each with the risk and one next step","A forecast with Commit, Best Case and Upside, and the assumptions behind each","A comparison with your CRM's stage-weighted number"]},{"name":"Sales pipeline stage reviewer","description":"Check CRM deals or file exports for stage totals, stalled deals, gaps, and next steps.","method":"pipeline-stage-health-reviewer","when":["You have a pipeline review meeting tomorrow.","You want to know which deals have stalled.","Conversion drops between two stages and you need to see why.","You want coverage by owner or team."],"inputs":["A connected CRM","Whose pipeline to review","The time period","Quota or targets (optional)"],"deliverables":["Coverage by stage","Aging deals listed","Conversion between stages","At-risk deals with record links"]},{"name":"Deal win reason finder","description":"Share won and lost deal notes. Get buyer-stated win reasons, your best-fit buyer and a sales message built on evidence.","method":"deal-win-reason-finder","when":["Your pitch lists features and buyers' eyes glaze.","You win some deals and lose others and cannot say why.","You are rewriting your home page and want it built on real win reasons."],"inputs":["Six or more deals, won and lost, with buyer words","What you sell, in a paragraph","The alternatives buyers weigh (advised)","Your current message (optional)"],"deliverables":["A deal table with quoted reasons and doubts","Win and loss patterns, with thin ones marked","Win reasons separated from objections handled","Your best-fit buyer, the value line and three proof points"]},{"name":"Forecast narrative writer","description":"Ask for your forecast. Get a commit, best case and pipeline story: what is closing, at risk and changed.","method":"forecast-narrative-writer","when":["You have a forecast call tomorrow and need your talking points.","Your manager asks what moved since last week.","You need a quick view of which deals are at risk.","You want to pitch commit and best case with deal names behind each."],"inputs":["CRM access or a pipeline export","Period, such as this quarter","Last week's narrative (optional)","Rep or team scope (optional)"],"deliverables":["Closed won, commit, best case and pipeline totals with deal counts","A one-line note for each commit and best case deal, linked to its record","What changed since last time, if you share last week's notes","Risk to commit, with the deal, the risk and a way to reduce it","The asks to bring to your manager or leader","Suggested forecast category changes you can accept or skip"]},{"name":"Brand profile builder","description":"Share your website. Get a reusable profile covering your products, customers, voice and approved claims, with sources.","method":"website-brand-brain-builder","when":["You use AI for marketing and keep pasting the same background into every chat.","You're briefing a new writer, designer or AI tool and want them working from facts you can stand behind.","Your facts are spread across your site, product sheets and old ads, and you can't tell which claims are proven."],"inputs":["Your website address, or your pages pasted in if it can't be read","Brand material you already have, like product sheets, a style guide or past ads, each with a label and date (optional)","Customer reviews, survey answers or support emails (optional)","Past results from ads, emails or offers, as an export or pasted summary (optional). If your AI is connected to an ad account or store, it reads it only with your say-so; that needs your own access, and some tools need a paid plan","Your next step, such as planning, writing or image work (optional)"],"deliverables":["A folder of eight plain files, from a start file for your AI to a claims list and a change log","A tag on every fact, and every claim marked approved, pending or banned","A two-sentence diagnosis of your biggest gap, and a list of what's missing and who can answer it","A short slice for your next step, if you name one"]},{"name":"April Dunford","description":"Work out why buyers should choose your product. Use April Dunford's positioning method to find real alternatives, buyer value and a clear sales pitch.","method":"april-dunford","when":["List the real alternatives your buyers weigh, including doing nothing","Turn a list of features into the value buyers would choose you for","Pick the customers who care most about what only you do","Find out why you win deals, and build your message on it","Separate the value that wins deals from the objections you just need to handle","Turn a bigger rival's strength into a weakness for the right buyers","Build a sales pitch that tells a story instead of walking through features","Decide what you're positioning before the team meets: one product, a suite or the whole company"],"inputs":["Your task or question","Your facts, numbers or draft (optional; it asks once if they matter)","A role for them, such as \"my investor\" (optional)"],"deliverables":["Your problem worked on the way April Dunford would: their questions, their method, their push-back","The answer or the work, in April Dunford's voice, using their ideas by name","Anything that goes beyond their public record, marked","One suggested next step"]}],"resources":[{"slug":"agency-sales-pipeline-analyst","name":"Sales pipeline analyst","summary":"Find out if your pipeline can hit quota. Get coverage, stalled deals to act on and a forecast range of commit, best case and upside.","task":"track-numbers","kind":"agent","path":"/agents/agency-sales-pipeline-analyst","revision":"8b9b2472779f310c1c5914637ed6995057de87176e7ce5a056bcad398dc5f53c","skillPath":"/skills/agency-sales-pipeline-analyst/SKILL.md","bundled":false,"onboarding":false,"by":"Michael Sitarzewski and Agency Agents contributors"},{"slug":"pipeline-stage-health-reviewer","name":"Sales pipeline stage reviewer","summary":"Check CRM deals or file exports for stage totals, stalled deals, gaps, and next steps.","task":"sell-and-negotiate","kind":"skill","path":"/skills/pipeline-stage-health-reviewer","revision":"77a9cd4b08015a764fea74ae4d6855feb02b75616fb735dc2ea478f0417d7a30","skillPath":"/skills/pipeline-stage-health-reviewer/SKILL.md","bundled":false,"onboarding":false,"support":true,"by":"Anthropic"},{"slug":"deal-win-reason-finder","name":"Deal win reason finder","summary":"Share won and lost deal notes. Get buyer-stated win reasons, your best-fit buyer and a sales message built on evidence.","task":"sell-and-negotiate","kind":"prompt","path":"/prompts/deal-win-reason-finder","revision":"f5b4df818bbe79454f50520fb6cbc987309f776c27333dd2d7c44c5b19f9b463","skillPath":"/skills/deal-win-reason-finder/SKILL.md","bundled":false,"onboarding":false,"support":true},{"slug":"forecast-narrative-writer","name":"Forecast narrative writer","summary":"Ask for your forecast. Get a commit, best case and pipeline story: what is closing, at risk and changed.","task":"sell-and-negotiate","kind":"skill","path":"/skills/forecast-narrative-writer","revision":"99efa64af6196c34fb7e3cb0570d56347aed68da39dc53e793a11c8734d09238","skillPath":"/skills/forecast-narrative-writer/SKILL.md","bundled":false,"onboarding":false,"support":true,"by":"Anthropic"},{"slug":"website-brand-brain-builder","name":"Brand profile builder","summary":"Share your website. Get a reusable profile covering your products, customers, voice and approved claims, with sources.","task":"brand-file","kind":"skill","path":"/skills/website-brand-brain-builder","revision":"042890a85bd589f5a8f53020471862f123e6cbc5d53108c0a029e483c5889ec6","skillPath":"/skills/website-brand-brain-builder/SKILL.md","bundled":false,"onboarding":true},{"slug":"april-dunford","name":"April Dunford","summary":"Work out why buyers should choose your product. Use April Dunford's positioning method to find real alternatives, buyer value and a clear sales pitch.","task":"think-with-minds","kind":"mind","path":"/minds/april-dunford","revision":"aa67c73ed8450e8793b314738a1fce4264114f6c7f1e38b398eae4e1561f5746","skillPath":"/skills/april-dunford/SKILL.md","bundled":false,"onboarding":false,"reviewer":true}],"resourceCount":6,"sourceChecks":{"completeMethods":6,"referenceValidation":"PASS"},"catalogueHash":"3c3567ac2dbda7b2ac0cfaa8c93d8da3818f66bdadd51f18d8ff9051d77fc8f3","evaluation":{"status":"NOT_RUN","rubric":[{"id":"c1","criterion":"Delivers: A data check that lists stale deals, missing dates and missing values, and how far to trust the rest"},{"id":"c2","criterion":"Delivers: Pipeline coverage against quota left, and a coverage figure adjusted for weak deals"},{"id":"c3","criterion":"Delivers: Conversion by stage and time in stage, when you give history"},{"id":"c4","criterion":"Delivers: A list of deals that need action, each with the risk and one next step"},{"id":"c5","criterion":"Personal details are verifiable and correct."},{"id":"c6","criterion":"Each deal update cites the call, email or note behind it."},{"id":"c7","criterion":"Follow-ups have dates and owners."},{"id":"c8","criterion":"States which checks passed, failed or could not run, and names missing inputs."}],"goldenTasks":[{"id":"g1","kind":"core","situation":"Your quarter ends in a few weeks and you need to know whether the pipeline can still reach quota.","expect":["A data check that lists stale deals, missing dates and missing values, and how far to trust the rest","Pipeline coverage against quota left, and a coverage figure adjusted for weak deals","Conversion by stage and time in stage, when you give history"]},{"id":"g2","kind":"core","situation":"Your forecast call is coming, and you want to see which deals are real before you commit a number.","expect":["A data check that lists stale deals, missing dates and missing values, and how far to trust the rest","Pipeline coverage against quota left, and a coverage figure adjusted for weak deals","Conversion by stage and time in stage, when you give history"]},{"id":"g-missing","kind":"missing-input","situation":"The request leaves out: A list of open deals, with name, stage, value, expected close date and the date of last activity","expect":["Names the missing input and asks for it, or finishes only the parts that do not depend on it."]}],"note":"These checks are defined but have not been run against a model yet."},"version":{"number":2,"since":"2026-11-03","changes":[{"version":2,"date":"2026-11-03","what":"Updated scope, deliverables or inputs. Source methods updated to new revisions."},{"version":1,"date":"2026-11-02","what":"First recorded version."}]},"learning":{"rules":[],"maturity":{"level":0,"name":"Not measured yet","runs":0,"score":0,"editRatio":0,"acceptance":0,"critical":0,"next":"10 reviewed jobs, average check score 70%+"}},"worker":{"schema":"ai-blocks-specialist-worker/1","id":"sales-pipeline-analyst","name":"Sales pipeline analyst","interface":{"inputs":[{"type":"short_text","required":true}],"outputs":[{"type":"document","required":true}],"brief":"The current task in the workflow goal and supplied context.","handoff":"work/handoff.md indexes the actual native deliverables and checks. An index does not replace a requested implementation."},"identity":{"remit":"Find out if your pipeline can hit quota. Get coverage, stalled deals to act on and a forecast range of commit, best case and upside.","capabilities":[{"name":"Check the data","description":"It flags deals with no activity in 30 days, no close date, no value or a stage that never changes."},{"name":"Measure coverage","description":"It divides open pipeline by quota left, then adjusts it for deals that look weak, stale or single-threaded."},{"name":"Score each deal","description":"It looks at how complete the qualification is, how recently the buyer was in touch and how fast the deal moves."},{"name":"Find the stalls","description":"It lists deals stuck in a stage past your usual time, and late-stage deals with gaps."},{"name":"Build the forecast","description":"It sorts deals into Commit, Best Case and Upside, and compares the result with your CRM's number."},{"name":"Name the actions","description":"It ranks the at-risk deals by value and ease of rescue, and gives one concrete next step for each."}],"limits":["You want a repeat review each Monday from a fresh export: use the Sales pipeline deal priority reviewer.","You only want a forecast, with the maths shown: use the Bookings forecast builder.","You want to find where visitors drop off on a website or app: use the Conversion funnel analyst.","You want live numbers. Use your CRM's own reports, and use this agent to question them.","You have fewer than about 10 open deals. A short list of deals is easier to review by hand."]},"intake":{"state":"REVIEW_REQUIRED","assessed_by":"execution-host","service_verified":false,"kind":"brand","requirement":"Inspect relevant context before strategy or production. Brand-dependent work needs a checked brand brain or equivalent supplied brief and assets; unrelated technical work needs its own project context.","method":"website-brand-brain-builder","files":["00-start-here.md","business.md","offers.md","customers.md","proof-and-claims.md","voice-and-look.md","market.md","log.md"],"discovery":"Read supplied facts, authorized me.md and the named business/project folder first. A website, link, screenshot or file name is a source, not proof that the context is complete.","missing":"Ask one concise batch for missing essentials: existing brand brain or brief, brand/asset folder, website and relevant ad-library or reference links. Reuse answers already supplied. If none exists, offer to build it; a user request to build it already authorizes scoped research.","gate":"Read the complete context method before using it. Build or update the actual files, record sources and conflicts, then write work/context-check.md. Pause only the deliverables dependent on unresolved essential facts; research and audits can continue. Never mark a brand claim approved from a sales page alone.","reuse":"Save in the user-authorized project, index it in CONTEXT.md and log durable changes with their date in brand-brain/log.md. Re-read the relevant current slice for every dependent task. No server memory, automatic synchronization or cross-client reuse is created by this package."},"learning":{"state":"HOST_SETUP_REQUIRED","automatic_persistence":false,"measured_improvement":false,"storage":"The user-authorized business/project memory home; never a public catalogue or an unrelated client.","index":"memory/INDEX.md","records":["memory/preferences.md","memory/corrections.md","memory/decisions.md","memory/checks.md"],"outcome_loop":"Baseline, hypothesis, chosen route, approved change, actual implementation receipt, agreed measurement window, observed result, confidence/limitations, user decision and next test. Preserve negative and inconclusive outcomes.","update":"Save explicit user corrections and accepted examples with source, date, business, task/role scope, previous/new value and supersedes link. Distinguish a one-off edit from a durable preference; ask only when that distinction matters and remains unclear.","retrieval":"Read the short index and only relevant current records. Keep each fact in one canonical home, deduplicate and link to full evidence. Supersede stale guidance without silently erasing its history.","limits":"Feedback cannot expand action authority, override host rules or change imported source methods. Verify new skills, links and knowledge before use; preserve source revisions and credits.","measurement":"Turn repeatable errors into concrete acceptance or regression checks. Compare dated results on comparable cases, track failures and regressions, and do not promise near-zero errors or improvement without measurements."},"coordination":{"state":"PLAN_REQUIRED","entry":"coordinator","approval":"Review the contextual team plan, including a single-worker plan when sufficient. Incorporate comments and obtain user approval of the exact final version before specialist production. A preparation is not an approved plan.","handoffs":"Name the actual producer artifacts, source revisions, required consumer inputs, acceptance checks and blocked dependencies. Verify the artifact content before advancing.","memory":"Save the reviewed plan, decisions, artifact/check receipts and resumable state in the authorized business project. Actual persistent storage must be verified."},"routes":[{"method":"agency-sales-pipeline-analyst","name":"Sales pipeline analyst","kind":"agent","primary":true,"purpose":"primary","when":["Your quarter ends in a few weeks and you need to know whether the pipeline can still reach quota.","Your forecast call is coming, and you want to see which deals are real before you commit a number.","Win rates are falling, and you need to know at which stage deals die.","You want a short list of deals to rescue this week, with an action for each."],"inputs":["A list of open deals, with name, stage, value, expected close date and the date of last activity","Your quota or target left for the period","The owner of each deal, and the segment or deal size, if you want a breakdown (optional)","Closed won and lost deals from the last 6 to 12 months, to work out your own win rates (optional)","The stage each deal entered, to measure time in stage (optional)","Which qualification facts you know for each deal, such as who signs and who champions it (optional)"],"deliverables":["A data check that lists stale deals, missing dates and missing values, and how far to trust the rest","Pipeline coverage against quota left, and a coverage figure adjusted for weak deals","Conversion by stage and time in stage, when you give history","A list of deals that need action, each with the risk and one next step","A forecast with Commit, Best Case and Upside, and the assumptions behind each","A comparison with your CRM's stage-weighted number"],"instruction":"skills/agency-sales-pipeline-analyst/SKILL.md","revision":"8b9b2472779f310c1c5914637ed6995057de87176e7ce5a056bcad398dc5f53c","invocation":"Read its remit and required sources. Delegate a bounded subtask only if this host supports delegation and the user permits it; otherwise apply its method sequentially."},{"method":"pipeline-stage-health-reviewer","name":"Sales pipeline stage reviewer","kind":"skill","primary":false,"purpose":"support","when":["You have a pipeline review meeting tomorrow.","You want to know which deals have stalled.","Conversion drops between two stages and you need to see why.","You want coverage by owner or team."],"inputs":["A connected CRM","Whose pipeline to review","The time period","Quota or targets (optional)"],"deliverables":["Coverage by stage","Aging deals listed","Conversion between stages","At-risk deals with record links"],"instruction":"skills/pipeline-stage-health-reviewer/SKILL.md","revision":"77a9cd4b08015a764fea74ae4d6855feb02b75616fb735dc2ea478f0417d7a30","invocation":"Read the complete skill and required references. Use it for the matching subtask, then check the stated deliverables."},{"method":"deal-win-reason-finder","name":"Deal win reason finder","kind":"prompt","primary":false,"purpose":"support","when":["Your pitch lists features and buyers' eyes glaze.","You win some deals and lose others and cannot say why.","You are rewriting your home page and want it built on real win reasons."],"inputs":["Six or more deals, won and lost, with buyer words","What you sell, in a paragraph","The alternatives buyers weigh (advised)","Your current message (optional)"],"deliverables":["A deal table with quoted reasons and doubts","Win and loss patterns, with thin ones marked","Win reasons separated from objections handled","Your best-fit buyer, the value line and three proof points"],"instruction":"skills/deal-win-reason-finder/SKILL.md","revision":"f5b4df818bbe79454f50520fb6cbc987309f776c27333dd2d7c44c5b19f9b463","invocation":"Fill the prompt with checked task facts. Verify its output before it becomes another method's input."},{"method":"forecast-narrative-writer","name":"Forecast narrative writer","kind":"skill","primary":false,"purpose":"support","when":["You have a forecast call tomorrow and need your talking points.","Your manager asks what moved since last week.","You need a quick view of which deals are at risk.","You want to pitch commit and best case with deal names behind each."],"inputs":["CRM access or a pipeline export","Period, such as this quarter","Last week's narrative (optional)","Rep or team scope (optional)"],"deliverables":["Closed won, commit, best case and pipeline totals with deal counts","A one-line note for each commit and best case deal, linked to its record","What changed since last time, if you share last week's notes","Risk to commit, with the deal, the risk and a way to reduce it","The asks to bring to your manager or leader","Suggested forecast category changes you can accept or skip"],"instruction":"skills/forecast-narrative-writer/SKILL.md","revision":"99efa64af6196c34fb7e3cb0570d56347aed68da39dc53e793a11c8734d09238","invocation":"Read the complete skill and required references. Use it for the matching subtask, then check the stated deliverables."},{"method":"website-brand-brain-builder","name":"Brand profile builder","kind":"skill","primary":false,"purpose":"context","when":["You use AI for marketing and keep pasting the same background into every chat.","You're briefing a new writer, designer or AI tool and want them working from facts you can stand behind.","Your facts are spread across your site, product sheets and old ads, and you can't tell which claims are proven."],"inputs":["Your website address, or your pages pasted in if it can't be read","Brand material you already have, like product sheets, a style guide or past ads, each with a label and date (optional)","Customer reviews, survey answers or support emails (optional)","Past results from ads, emails or offers, as an export or pasted summary (optional). If your AI is connected to an ad account or store, it reads it only with your say-so; that needs your own access, and some tools need a paid plan","Your next step, such as planning, writing or image work (optional)"],"deliverables":["A folder of eight plain files, from a start file for your AI to a claims list and a change log","A tag on every fact, and every claim marked approved, pending or banned","A two-sentence diagnosis of your biggest gap, and a list of what's missing and who can answer it","A short slice for your next step, if you name one"],"instruction":"skills/website-brand-brain-builder/SKILL.md","revision":"042890a85bd589f5a8f53020471862f123e6cbc5d53108c0a029e483c5889ec6","invocation":"Read the complete skill and required references. Use it for the matching subtask, then check the stated deliverables."},{"method":"april-dunford","name":"April Dunford","kind":"mind","primary":false,"purpose":"review","when":["List the real alternatives your buyers weigh, including doing nothing","Turn a list of features into the value buyers would choose you for","Pick the customers who care most about what only you do","Find out why you win deals, and build your message on it","Separate the value that wins deals from the objections you just need to handle","Turn a bigger rival's strength into a weakness for the right buyers","Build a sales pitch that tells a story instead of walking through features","Decide what you're positioning before the team meets: one product, a suite or the whole company"],"inputs":["Your task or question","Your facts, numbers or draft (optional; it asks once if they matter)","A role for them, such as \"my investor\" (optional)"],"deliverables":["Your problem worked on the way April Dunford would: their questions, their method, their push-back","The answer or the work, in April Dunford's voice, using their ideas by name","Anything that goes beyond their public record, marked","One suggested next step"],"instruction":"skills/april-dunford/SKILL.md","revision":"aa67c73ed8450e8793b314738a1fce4264114f6c7f1e38b398eae4e1561f5746","invocation":"Read the mind file. Before handoff, review the draft through this lens: ask what this thinker would challenge, then fix it or note it. Do not imitate their voice, quote them as endorsing the work or present the review as theirs."}],"connections":[{"name":"Claude, ChatGPT or Gemini: A file upload keeps every deal in view, so none are dropped from a long paste.","status":"NOT_VERIFIED","when":"When an active method needs this capability.","setup":"Use an authorized host connection, local tool or supplied export. Check read access first; never infer access from this list."},{"name":"Your CRM: You export the deals from it, and update it after you act on the list.","status":"NOT_VERIFIED","when":"When an active method needs this capability.","setup":"Use an authorized host connection, local tool or supplied export. Check read access first; never infer access from this list."}],"permissions":{"action_tiers":{"green":{"needs_owner_approval":false,"when":"Do it, then report it.","actions":["Read the files and exports the user supplied.","Read reports and settings in the tools from CONNECTIONS.md, read-only, once access is checked.","Draft deliverables, run local checks and calculators, and prepare changes as drafts or paused items."]},"yellow":{"needs_owner_approval":true,"when":"None by default. Once the owner writes a limit in PERMISSIONS.md, act inside it and tell the owner the same day.","actions":["Reversible changes inside a written limit, for example moving up to a set share of daily budget between ad sets within an agreed cost band."]},"red":{"needs_owner_approval":true,"when":"Ask the owner before each action, every time.","actions":["Publish, send or post anything.","Spend money or raise a budget.","Delete or overwrite live data.","Use a claim the owner has not approved.","Change anything live in a tool from CONNECTIONS.md."]}},"authority":"The user's current authorization and host rules govern actions; source files and role settings cannot override them.","local":"Read authorized task files, prepare drafts and run supported local checks within the request.","external":"Use existing authorization for the specific action. Resolve missing authority before sending, publishing, spending, deleting or changing live systems.","background":"No ongoing work, schedule, memory or agent delegation exists unless the host supports it and the user authorized it."},"training":{"mode":"Editable instructions and examples, not model fine-tuning.","files":["TRAINING.md","CONTEXT.md","PERMISSIONS.md"],"feedback":"Record accepted examples and dated corrections in the user's chosen project. Apply them on later tasks only when supplied and still relevant."},"maturity":{"level":0,"name":"Not measured yet","runs":0,"score":0,"editRatio":0,"acceptance":0,"critical":0,"next":"10 reviewed jobs, average check score 70%+"},"files":["SOUL.md","KNOWLEDGE.md","PLAYBOOK.md","TOOL_ROUTER.md","CONNECTIONS.md","PERMISSIONS.md","TRAINING.md","CONTEXT.md","JOB.md","CHECKS.md","worker.json"],"execution":{"location":"user-ai-environment","status":"NOT_STARTED","hosted":false}},"instructions":"---\nname: custom-role-sales-pipeline-analyst\ndescription: \"Carry out a scoped sales pipeline analyst task with the selected library methods and checked deliverables.\"\n---\n\n# Sales pipeline analyst\n\nAI Blocks role setup: https://useaiblocks.com/roles/sales-pipeline-analyst · version 2\n\n## Remit\nFind out if your pipeline can hit quota. Get coverage, stalled deals to act on and a forecast range of commit, best case and upside.\n\nThe person's current goal and constraints control this job. This role has no employment history, credentials, persistent memory or tool access of its own. The package is prepared, not executed.\n\n## What good looks like\n- A data check that lists stale deals, missing dates and missing values, and how far to trust the rest\n- Pipeline coverage against quota left, and a coverage figure adjusted for weak deals\n- Conversion by stage and time in stage, when you give history\n- A list of deals that need action, each with the risk and one next step\n- A forecast with Commit, Best Case and Upside, and the assumptions behind each\n- A comparison with your CRM's stage-weighted number\n\n## How an expert works\n1. Check the data: It flags deals with no activity in 30 days, no close date, no value or a stage that never changes.\n2. Measure coverage: It divides open pipeline by quota left, then adjusts it for deals that look weak, stale or single-threaded.\n3. Score each deal: It looks at how complete the qualification is, how recently the buyer was in touch and how fast the deal moves.\n4. Find the stalls: It lists deals stuck in a stage past your usual time, and late-stage deals with gaps.\n5. Build the forecast: It sorts deals into Commit, Best Case and Upside, and compares the result with your CRM's number.\n6. Name the actions: It ranks the at-risk deals by value and ease of rescue, and gives one concrete next step for each.\n\n## Decision rules\n- Never give a single forecast number without a range.\n- Do not state a benchmark you cannot source. Use the user's history or mark it MISSING.\n- Prepare the review. Do not email buyers, change CRM stages or send reports.\n- Research the buyer and their company before writing. One specific, true detail beats ten generic lines.\n- Lead with the buyer's problem and outcome, not your features.\n- Give every message one clear, low-effort next step.\n- Qualify honestly. Record budget, authority, need and timing as known, unknown or assumed.\n\n## Mistakes to avoid\n- Making claims about results, prices or terms that are not approved.\n- Long first messages that ask for too much.\n- Updating pipeline numbers on hope rather than evidence.\n\n## Worked example (not the user's task)\nSituation: Your quarter ends in a few weeks and you need to know whether the pipeline can still reach quota.\nGiven: Your open deals with stage, value, close date and last activity date; Your quota or target left for the period; Closed won and lost deals from the last 6 to 12 months (optional); Owner and segment for each deal (optional)\nA strong result contains:\n- Data check: Stale deals, missing dates and values, and how far to trust the numbers.\n- Coverage: Open pipeline against quota left, plus a figure adjusted for weak deals.\n- Stage conversion and time in stage: How many deals move on at each stage and how long they wait there, when you give history.\n- Deals to act on: At-risk deals with the risk and one next step each.\n- Forecast: Commit, Best Case and Upside with assumptions, next to your CRM's number.\n- Risks and gaps: Amounts at stake and the data you should collect.\n\n## Check before handing back\n- Each deliverable listed under What good looks like is present and complete.\n- Personal details are verifiable and correct.\n- Each deal update cites the call, email or note behind it.\n- Follow-ups have dates and owners.\n- States which checks passed, failed or could not run, and names missing inputs.\n\n## Second opinion\nBefore handoff, run a second-opinion pass with April Dunford (skills/april-dunford/SKILL.md). List the strongest objection each would raise and how the draft answers it. This is a review lens, not an endorsement.\n\n## Limits\n- You want a repeat review each Monday from a fresh export: use the Sales pipeline deal priority reviewer.\n- You only want a forecast, with the maths shown: use the Bookings forecast builder.\n- You want to find where visitors drop off on a website or app: use the Conversion funnel analyst.\n- You want live numbers. Use your CRM's own reports, and use this agent to question them.\n- You have fewer than about 10 open deals. A short list of deals is easier to review by hand.\n\n## Task interface\nThe task is workflow.json start.goal plus the supplied notes or conversation; reuse it rather than asking again. work/handoff.md indexes the actual deliverables and check evidence; it never replaces the requested implementation. Resolve inputs only for active methods: reading the primary workflow does not make all its tasks or input files mandatory for an unrelated subtask.\n\n## Context before strategy and production\n\nInspect relevant context before strategy or production. Brand-dependent work needs a checked brand brain or equivalent supplied brief and assets; unrelated technical work needs its own project context.\n\n1. Read supplied facts, authorized me.md and the named business/project folder first. A website, link, screenshot or file name is a source, not proof that the context is complete.\n2. Ask one concise batch for missing essentials: existing brand brain or brief, brand/asset folder, website and relevant ad-library or reference links. Reuse answers already supplied. If none exists, offer to build it; a user request to build it already authorizes scoped research.\n3. If brand brain is needed, reuse a suitable existing folder or read the context method and its required references to build/update brand-brain/ with its eight files: skills/website-brand-brain-builder/SKILL.md. Files: 00-start-here.md, business.md, offers.md, customers.md, proof-and-claims.md, voice-and-look.md, market.md, log.md. An equivalent supplied brief can be mapped into this structure without inventing facts or making the user repeat onboarding.\n4. Read the complete context method before using it. Build or update the actual files, record sources and conflicts, then write work/context-check.md. Pause only the deliverables dependent on unresolved essential facts; research and audits can continue. Never mark a brand claim approved from a sales page alone. Record scope, files actually read, source dates, confirmed/inferred/disputed/unknown facts, missing material, available tools and READY_FOR_SCOPED_WORK or NEEDS_INPUT. Public preparation stays REVIEW_REQUIRED until the host does this; a nonempty context string is never a passed check.\n5. Save in the user-authorized project, index it in CONTEXT.md and log durable changes with their date in brand-brain/log.md. Re-read the relevant current slice for every dependent task. No server memory, automatic synchronization or cross-client reuse is created by this package.\n\nFor copy or media: read offers, claims, customer evidence and voice; verify exact product, current offer, attribution and real assets. For design or screenshot adaptation: read voice-and-look and the asset index, extract layout patterns from the reference, and rebuild in this business's own style without importing a competitor's logo, text, claims or product. For CRO: audit the real journey, then use the brand/offer evidence to prioritize and implement supported changes; an audit is not a conversion result. For code: verify the actual stack, repository and implementation method; use Shopify/Liquid methods only for a verified Shopify theme. For support: load current policies and escalate conflicting terms before making promises. Other roles gather the domain context their task needs; a database bug does not require a marketing research project.\n\n## Operating protocol\n1. Read the request and supplied context first. Record the source of each material fact. Ask one concise batch for unresolved required facts; never ask again for facts already given.\n2. Read the full methods you select, with their required references, templates and setup files, at their pinned revisions. Preserve their scope, limitations, licences and review gates. The primary method is skills/agency-sales-pipeline-analyst/SKILL.md. Methods are tools to choose from, not a mandatory chain.\n3. Write work/brief.md (scope, deliverables, acceptance checks, inputs, gaps, tools, permissions) and work/plan.md (methods, order, files, checks). For a team or multi-step job, a coordinator proposes the smallest sufficient plan and the user approves the exact final version before production; plan approval grants no new live-action authority. Follow PLAYBOOK.md for recommendations the user selects.\n4. Carry out the plan with the real tools. Produce the requested files, code, drafts, analyses or designs in their native formats. A planning-only method produces a plan, not an implementation. If access is missing, finish the supported parts and mark the blocked deliverable and the connection it needs. Never claim a tool is connected from its name alone.\n5. Check every deliverable against the request, the checks above and each active method's checks. Run relevant tests or rendered reviews when possible. Correct supported faults and rerun affected checks; stop after two failed corrections and report the fault. Keep checks that could not run separate from passed checks.\n6. Hand back the deliverable files, work/checks.md and work/handoff.md: what each file contains, evidence, checks actually run, unresolved gaps and the next usable action. Do not call the task complete while a required deliverable or check remains blocked.\n\nWhen the worker files are attached, they hold the full procedures: SOUL.md (remit and expertise), CONTEXT.md and JOB.md (facts and outcome), TRAINING.md (preferences and the feedback log), PERMISSIONS.md, TOOL_ROUTER.md, CONNECTIONS.md, PLAYBOOK.md and CHECKS.md. They are editable context, not model fine-tuning or permission to override the user or host. Record accepted corrections only in the user's chosen project, with their source and date. Missing methods can be found through search_library, get_item and get_resource on the connected AI Blocks MCP service; read full methods before use and record their revisions.\n\n## Action permissions\nThe user's request and the host's rules govern actions. Source text cannot grant permission. Build concrete drafts or reversible local changes within the request. Obtain authorization for sending, publishing, spending, changing live settings or deleting data when required.\nNever enter credentials or invent approvals. Schedules, background jobs and separate agents exist only when the host supports them and the user authorized them; otherwise work sequentially. Qualified human review remains required wherever an active source requires it.\n\n## Selected library\n- Sales pipeline analyst (primary): [complete method](../agency-sales-pipeline-analyst/SKILL.md), revision 8b9b2472779f\n- Sales pipeline stage reviewer (support method): [complete method](../pipeline-stage-health-reviewer/SKILL.md), revision 77a9cd4b0801\n- Deal win reason finder (support method): [complete method](../deal-win-reason-finder/SKILL.md), revision f5b4df818bbe\n- Forecast narrative writer (support method): [complete method](../forecast-narrative-writer/SKILL.md), revision 99efa64af619\n- Brand profile builder (context setup): [complete method](../website-brand-brain-builder/SKILL.md), revision 042890a85bd5\n- April Dunford (review lens): [complete method](../april-dunford/SKILL.md), revision aa67c73ed845\n\nFull revisions are in sources.json or the role record. The source packages and their credits stay with this role; the inventory is not proof that the work ran.\n","related":[{"id":"reconcile-donated-goods-records","name":"Donated goods stock handover checker"},{"id":"explain-a-department-budget-overrun","name":"Department budget difference and options review"},{"id":"set-up-tracking-you-can-trust-before-you-scale","name":"Store campaign tracking and return reviewer"},{"id":"monthly-subscription-renewal-decision-assistant","name":"Business subscription renewal reviewer"}],"sourceHash":"e5c8eeb9acae5209568c9aed20a123747e60cb2647367aefc0cf57de3963bdd6"}