jonesrussell Pipeline Review
Review your active pipeline, opportunities, and capacity.
What to Check
1. Active Pipeline (pipeline/active.md)
- Current engagements or deals
- Stage of each
- Health status
- Next actions needed
2. Prospecting (pipeline/prospecting.md if exists)
- Warm leads
- Outreach in progress
- Follow-ups needed
3. Capacity
- Current utilization
- Available bandwidth
- Upcoming endings or starts
4. Stalled Items
- Opportunities with no activity in 2+ weeks
- Deals that need nudging or closing
Output Format
## Pipeline Review - [Date]
### Summary
- Active engagements: X ($Y total value)
- In prospecting: X ($Y potential)
- Capacity: X% utilized
- Stalled items: X need attention
### Active Engagements
| Client/Deal | Stage | Value | Health | Next Action |
|-------------|-------|-------|--------|-------------|
| [Name] | [Stage] | $X | On Track / At Risk | [Action] |
### Prospecting Pipeline
| Opportunity | Stage | Est. Value | Last Touch | Next Step |
|-------------|-------|------------|------------|-----------|
| [Name] | [Stage] | $X | [Date] | [Action] |
### Stalled (2+ Weeks Inactive)
| Item | Last Activity | Days Stalled | Recommendation |
|------|---------------|--------------|----------------|
| [Name] | [Date] | X | [What to do] |
### Capacity Check
- **Current utilization:** X%
- **Available for:** [type of work/hours]
- **Upcoming changes:**
- [Date]: [Engagement ending/starting]
### Upcoming Closings
| Deal | Expected Close | Value | Probability |
|------|----------------|-------|-------------|
| [Name] | [Date] | $X | High/Med/Low |
### Actions This Week
1. [Highest priority pipeline action]
2. [Second priority]
3. [Third priority]
Archetype Variations
Consultant/Solo
Focus on client pipeline, engagement renewals, and billable capacity.
Founder
Focus on investor pipeline, fundraising progress, and deal stages.
Executive
Focus on initiative pipeline, strategic project status, and resource allocation.
Creator
Focus on partnership pipeline, sponsorship opportunities, and content deals.
Tone
- Business-focused, not chatty
- Prioritize by urgency and value
- Flag stalled items prominently
- Suggest specific actions
When to Run
- Weekly (Monday mornings ideal)
- Before capacity planning
- When feeling uncertain about workload
- Before taking on new work