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Skill

Pipeline review brief

The Monday pipeline meeting starts from a written brief, not a scroll through the CRM.

By
Caleb and Ryan, the founders
Updated
September 2, 2026
Version
0.1, in the library
  • Claude Code
  • Cursor

A skill that reads a pipeline export and writes the meeting brief: what moved, what stalled, what closes this month if nothing changes, and the three deals that most need a decision. The judgment rules are in the file, so the brief says what your team means by at risk.

Built, documented, running.

Part of the working library we deploy from on every engagement.

Bring this into a project

Runs on

  • Claude Code
  • Cursor

2 requirements, below.

  • Complete and documented: the same files we run ourselves.
  • Deployed and tuned to your stack as part of an engagement.

The file

Draft excerpt
---name: pipeline-review-briefdescription: Read the pipeline export; write the Monday brief.--- # The brief has four sections, in this order

What is inside

3 items. Includes deployment guide.

  • SKILL.mdThe brief: sections, judgment rules, tone
  • sample-brief.mdWhat a finished brief looks like
  • guide.mdPointing it at your CRM's export

Who it is for

  • Pipeline meetings are a live tour of the CRM instead of a conversation.
  • The same stuck deals hide in the middle of the board for weeks.
  • Forecast talk is vibes with numbers sprinkled on.

Requirements

  • A pipeline export (CSV or API)
  • An agent runtime that reads skills

Where this sits

  1. This system

    Pipeline review brief

    In the library, running.

  2. In your stack

    Deployed on an engagement

    The audit finds which system earns its place first; we install and tune it around how you work.

Changelog

  1. September 2, 2026In the library. Version 0.1 runs in our own operation.

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