Review active pipeline, opportunities, capacity, and stalled items needing attention. Triggers on "pipeline status", "capacity check", "what's in the pipeline".
Review your active pipeline, opportunities, and capacity.
pipeline/active.md)pipeline/prospecting.md if exists)## 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]
Focus on client pipeline, engagement renewals, and billable capacity.
Focus on investor pipeline, fundraising progress, and deal stages.
Focus on initiative pipeline, strategic project status, and resource allocation.
Focus on partnership pipeline, sponsorship opportunities, and content deals.