danthamanvoiss Purpose
Review pipeline records for stage accuracy, stale deals, missing fields, and next-action clarity.
Use when
- Pipeline visibility is unclear and stages/next steps may be outdated.
- You need a read-only cleanup plan before any CRM updates are made by humans.
Required inputs
- Current pipeline export or summary [client-provided].
- Stage definitions and SLA expectations from context/BRAND-CONTEXT.template.md and context/CLIENT-CONTEXT.template.md.
- Any required CRM fields and owner assignments.
Safety/authority
- No direct CRM edits; produce draft recommendations only.
- No invented deal activity, revenue, or probability values.
- Flag missing/ambiguous data explicitly.
Workflow
- Check each opportunity against stage criteria and recency thresholds.
- Identify missing required fields, ambiguous owners, and stalled records.
- Recommend disposition actions (advance, hold, nurture, close-lost pending validation).
- Prioritize cleanup tasks by impact and urgency.
Output format
- Pipeline hygiene summary
- Issue table (record | issue | evidence | suggested action)
- Prioritized cleanup queue
- Data gaps to resolve
Quality checks
- All flags trace to supplied pipeline evidence.
- Recommended actions map to defined stage/SLA rules.
Related skills
crm-workflow-blueprint, lead-qualification, salesportl-account-handoff