AI Blocks › Sell and negotiate
Pipeline stage health reviewer
Ask for a pipeline review. Get coverage, aging, conversion and at-risk deals stage by stage.
Pipeline stage health reviewer is a free AI skill for the job "Sell and negotiate". Give the instructions to an AI assistant that supports the required files and tools, then review its output.
Free · No account · Apache 2.0 licence · Made by Anthropic
Made by Anthropic. See the original on GitHub; we copied it as it is, with its licence.
What it does
A stage-by-stage read of your sales pipeline: where coverage is thin, which deals have gone quiet, how many move on and which are at risk. Every number links back to its record. The skill reads from your CRM through its connector, using your own field and stage names instead of guessing. It cites values as read, shows human labels and says when a field is blank or was never queried. If you ask for your own deals it will not widen to the whole company without asking. Emails and notes are treated as data, never as orders. Actions you request are taken through the connector, and extra ones are shown for approval.
You give it
- A connected CRM
- Whose pipeline to review
- The time period
- Quota or targets (optional)
You get
- Coverage by stage
- Aging deals listed
- Conversion between stages
- At-risk deals with record links
Use it 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.
How to use it
- Add it to your AI once: download it and add the folder to Claude, ChatGPT or Codex as a skill.
- Ask for the job in your own words. Your AI opens the skill when it fits.
- It works best when your AI can read your CRM.