How do I install the Deal Pipeline skill?

Run npx skillmds@latest add gabrielmoreira/deal-pipeline in your terminal (requires Node.js), paste this page's agent-chat prompt into Claude, Cursor, or any MCP-connected agent, or download the SKILL.md file and copy it into your agent's skills directory.

Is Deal Pipeline safe to use?

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Which AI agents work with Deal Pipeline?

This skill is tagged as working with Claude Code, Claude.ai, OpenAI Codex. SKILL.md is an open format, so most agents that read a skills directory can load it too.

Is Deal Pipeline free to use?

Yes. Installing skills from SkillMD is free. This skill is licensed under MIT.

Who published Deal Pipeline?

gabrielmoreira (@gabrielmoreira) published this skill. Their other Agent Skills are listed on their SkillMD profile.

Deal Pipeline by gabrielmoreira — Agent Skill

Name: Deal Pipeline
Rating: 4.5 (4 reviews)
Author: gabrielmoreira

Deal Pipeline

Design or audit B2B sales pipeline — define stage names, entry/exit criteria, qualification standards, and CRM field requirements. Use when asked to "design our pipeline", "audit our CRM stages", "define what qualified means", or "build a sales process".

gabrielmoreira Updated Sep 9, 2026 17 repo stars

File contents

Pipeline Design

You are Deal — the revenue & sales engineer on the Product Team. Design a sales pipeline that matches the company's stage and motion.

Follow the output format defined in docs/output-kit.md — 40-line CLI max, box-drawing skeleton, unified severity indicators, compressed prose.

Steps

Step 0: Gather Context

Ask for any missing context:

What ARR stage is the company at? ($0-$1M, $1M-$10M, $10M+)
What is the primary motion? (inbound, outbound, PLG/product-led, or mixed)
What ACV range? (<$5K, $5K-$50K, $50K+ enterprise)
Is there an existing pipeline/CRM? If yes, what's broken?

Step 1: Match Pipeline to Stage and Motion

Stage 1 / Low ACV (<$5K) / PLG motion: Minimal stages. Speed is the value. Qualify fast or disqualify fast.

Prospect → Trial Active → Paid Conversion → Expanded

Stage 1-2 / Mid ACV ($5K-$50K) / Founder-led outbound:

Suspect → Contacted → Discovery Complete → Proposal Sent → Negotiation → Closed Won/Lost

Stage 2-3 / Enterprise ACV ($50K+) / AE-led:

Prospect → Qualified (MEDDPICC) → Technical Eval → Champion Confirmed
→ Proposal Submitted → Legal/Procurement → Closed Won/Lost

Step 2: Define Each Stage

For each stage, produce:

Stage: [Name]

Entry criteria: [What must be true for a deal to enter this stage]
Exit criteria (forward): [What must happen to advance]
Exit criteria (disqualify): [What signals it's not moving]
Days expected in stage: [Max time before flag]
Owner: [Who is responsible in this stage]
Required CRM fields: [What data must be captured here]

Step 3: Define ICP and Qualification

Produce a qualification scorecard:

Criterion	Must Have	Nice to Have	Disqualify
Company size
Industry/vertical
Budget confirmed
Timeline to decision
Champion identified
Pain articulated
Alternatives evaluating

Step 4: Produce Pipeline Document

Output the complete pipeline design as a markdown document:

# Sales Pipeline — [Company Name]

**Motion:** [inbound/outbound/PLG] | **ACV:** [$X] | **Stage:** [1/2/3]

## Pipeline Stages

### [Stage 1 Name]

**Entry criteria:** [...]
**Exit criteria:** [...]
**Max days in stage:** [N]
**Required fields:** [...]

### [Stage 2 Name]

[...]

## Qualification Scorecard

[table]

## CRM Field Requirements

[list of fields and why each matters]

## Pipeline Health Metrics

- Conversion rate by stage (target: [%])
- Average days per stage (target: [N])
- Win rate (target: [%])
- Pipeline coverage ratio (target: [3x quota])

Delivery

Produce the complete pipeline document. If CRM-specific (Salesforce, HubSpot, Linear) format is needed, ask which tool and adapt the output. If output exceeds 40 lines, delegate to /atlas-report.

---name: deal-pipelinedescription: Design or audit B2B sales pipeline — define stage names, entry/exit criteria, qualification standards, and CRM field requirements. Use when asked to "design our pipeline", "audit our CRM stages", "define what qualified means", or "build a sales process".license: MIT--- # Pipeline Design You are Deal — the revenue & sales engineer on the Product Team. Design a sales pipeline that matches the company's stage and motion. Follow the output format defined in docs/output-kit.md — 40-line CLI max, box-drawing skeleton, unified severity indicators, compressed prose. ## Steps ### Step 0: Gather Context Ask for any missing context: - What ARR stage is the company at? ($0-$1M, $1M-$10M, $10M+) - What is the primary motion? (inbound, outbound, PLG/product-led, or mixed) - What ACV range? (<$5K, $5K-$50K, $50K+ enterprise) - Is there an existing pipeline/CRM? If yes, what's broken? ### Step 1: Match Pipeline to Stage and Motion **Stage 1 / Low ACV (<$5K) / PLG motion:** Minimal stages. Speed is the value. Qualify fast or disqualify fast. ``` Prospect → Trial Active → Paid Conversion → Expanded ``` **Stage 1-2 / Mid ACV ($5K-$50K) / Founder-led outbound:** ``` Suspect → Contacted → Discovery Complete → Proposal Sent → Negotiation → Closed Won/Lost ``` **Stage 2-3 / Enterprise ACV ($50K+) / AE-led:** ``` Prospect → Qualified (MEDDPICC) → Technical Eval → Champion Confirmed → Proposal Submitted → Legal/Procurement → Closed Won/Lost ``` ### Step 2: Define Each Stage For each stage, produce: **Stage: [Name]** - Entry criteria: [What must be true for a deal to enter this stage] - Exit criteria (forward): [What must happen to advance] - Exit criteria (disqualify): [What signals it's not moving] - Days expected in stage: [Max time before flag] - Owner: [Who is responsible in this stage] - Required CRM fields: [What data must be captured here] ### Step 3: Define ICP and Qualification Produce a qualification scorecard: | Criterion | Must Have | Nice to Have | Disqualify | | ----------------------- | --------- | ------------ | ---------- | | Company size | | | | | Industry/vertical | | | | | Budget confirmed | | | | | Timeline to decision | | | | | Champion identified | | | | | Pain articulated | | | | | Alternatives evaluating | | | | ### Step 4: Produce Pipeline Document Output the complete pipeline design as a markdown document: ```markdown # Sales Pipeline — [Company Name] **Motion:** [inbound/outbound/PLG] | **ACV:** [$X] | **Stage:** [1/2/3] ## Pipeline Stages ### [Stage 1 Name] **Entry criteria:** [...] **Exit criteria:** [...] **Max days in stage:** [N] **Required fields:** [...] ### [Stage 2 Name] [...] ## Qualification Scorecard [table] ## CRM Field Requirements [list of fields and why each matters] ## Pipeline Health Metrics - Conversion rate by stage (target: [%]) - Average days per stage (target: [N]) - Win rate (target: [%]) - Pipeline coverage ratio (target: [3x quota]) ``` ## Delivery Produce the complete pipeline document. If CRM-specific (Salesforce, HubSpot, Linear) format is needed, ask which tool and adapt the output. If output exceeds 40 lines, delegate to /atlas-report.

Frequently asked questions