Sales Pipeline

Execution

Step 0: Pre-Flight Check

Before running any skill, verify the environment:

1. NOTES PATH
   - Resolve meeting_notes_path (argument → $MEETING_NOTES_PATH → ./meeting-notes/)
   - Glob for *.md files
   - Report: "Found [N] meeting notes in [path]"
   - If 0 files: STOP with clear error

2. AVAILABLE TOOLS (check once, share with sub-skills)
   - Notion MCP: check if mcp__plugin_Notion_notion__notion-search is available
   - WebSearch: check if WebSearch tool is available
   - GitHub CLI: check if `gh --version` succeeds
   - Report:
     ✅ Notion MCP — available (will create Notion pages)
     ❌ WebSearch — not available (battle cards will use notes only)
     ✅ GitHub CLI — available (can create issues)

3. DOCS PATH (for help-center-gaps)
   - Check $DOCS_PATH env var
   - If set: verify directory exists
   - If not: note "No docs path — gap analysis will skip cross-reference"

4. Print pre-flight summary and proceed

Step 1: Run Weekly Deal Review

If config is "full" or "review-only":
  1. Invoke /weekly-deal-review with:
     - meeting_notes_path: [resolved path]
     - --format: [user's format choice]
     - --range: 7d (default weekly)
  2. Capture output as DEAL_REVIEW
  3. Extract key metrics:
     - deal_count: number of active deals
     - pipeline_value: total budget range
     - deals_needing_followup: count
     - stages: breakdown by stage

Step 2: Run Battle Cards

If config is "full" or "compete-only":
  1. Invoke /battle-cards with:
     - meeting_notes_path: [resolved path]
     - --format: [user's format choice]
  2. Capture output as BATTLE_CARDS
  3. Extract key metrics:
     - competitor_count: unique competitors detected
     - high_threat: competitors at 🔴 level
     - most_mentioned: top competitor name

Step 3: Run Help Center Gaps

If config is "full" or "docs-only":
  1. Invoke /help-center-gaps with:
     - meeting_notes_path: [resolved path]
     - --docs: $DOCS_PATH if available
     - --format: [user's format choice]
     - --issues: false (don't auto-create issues in orchestrated mode)
  2. Capture output as DOC_GAPS
  3. Extract key metrics:
     - p1_gaps: count of P1 documentation gaps
     - p2_gaps: count of P2 gaps
     - total_questions: total questions extracted

Step 4: Compile Unified Report

# Weekly Sales Pipeline Report — [DATE]

## Executive Summary

| Metric | Value |
|--------|-------|
| Active Deals | [deal_count] |
| Pipeline Value | [pipeline_value] |
| Deals Needing Follow-up | [deals_needing_followup] |
| Competitors Tracked | [competitor_count] |
| High-Threat Competitors | [high_threat] |
| P1 Doc Gaps | [p1_gaps] |
| Prospect Questions Logged | [total_questions] |

## Key Actions This Week

Based on all analyses, prioritized actions:

1. **[Most urgent deal action]** — from deal review
2. **[Competitive response needed]** — from battle cards
3. **[Documentation to write]** — from gap analysis
4. [Additional actions...]

## Pipeline by Stage

| Stage | Deals | Value | Trend |
|-------|-------|-------|-------|
| Discovery | [N] | [range] | [↑↓→] |
| Qualification | [N] | [range] | [↑↓→] |
| Proposal | [N] | [range] | [↑↓→] |
| Negotiation | [N] | [range] | [↑↓→] |

---

## Full Deal Review

[DEAL_REVIEW output here]

---

## Competitive Intelligence

[BATTLE_CARDS output here]

---

## Documentation Gaps

[DOC_GAPS output here]

Step 5: Output

Markdown (default):

• Print unified report to console
• Save as pipeline-report-YYYY-MM-DD.md in current directory

Notion (--format notion):

• Check for Notion MCP
• If available:
  1. Search for "Sales Pipeline" page/database
  2. Create new page with report content
  3. Return Notion URL
• If not: fall back to markdown

Scheduling

Claude Code Cron

To run this automatically every Monday:

# In Claude Code, use:
/cron create "Every Monday at 9am" "/sales-pipeline --config full"

OpenClaw Workflow

This skill is designed to be convertible to an OpenClaw scheduled workflow. The orchestrator's sequential skill invocation maps directly to OpenClaw's step-based execution model:

# Example OpenClaw trigger (future)