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Deal Pipeline

CommunityPopular
jeremylongshore
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".

Overview

Publisherjeremylongshore
Repositorytons-of-skills-marketplace
Skill namedeal-pipeline
Stars
2.8K
Forks
409
Bundled files
Instructions only
LicenseMIT
Links
  • Markdown instructions

    A SKILL.md file the model loads on demand, so it only costs tokens when a request actually matches.

  • Works with any LLM

    AI skills are plain Markdown, not provider-specific code, so this works with GPT, Claude, Gemini, Grok, or a local model.

  • Self-contained

    Everything the model needs lives in the instructions — no extra files to sync.

  • Open source

    Published by jeremylongshore on GitHub. Read the source before you install it.

Installation

Install the Deal Pipeline AI skill in TypingMind to use it with any LLM, or drop it into another agent that reads SKILL.md.

1

Install in TypingMind

TypingMind installs a skill straight from its GitHub folder — it reads SKILL.md, bundles the resource files, and stores the result locally.

  1. Open the app and go to Plugins → Skills.
  2. Choose "Install from GitHub".
  3. Paste the skill folder URL below and confirm.
    https://github.com/jeremylongshore/tons-of-skills-marketplace/tree/main/plugins/ai-agency/tonone/skills/deal-pipeline
  4. Enable the skill in any chat where you want it available.
Plugins → Skills → Add skill → From GitHub URL, then paste the folder URL and press Continue.
2

Install in another agent

Any agent that reads the Agent Skills format can use this skill — copy the folder into that agent's skills directory.

Claude Code — .claude/skills
git clone --depth 1 https://github.com/jeremylongshore/tons-of-skills-marketplace.git /tmp/tons-of-skills-marketplace
mkdir -p .claude/skills
cp -r /tmp/tons-of-skills-marketplace/plugins/ai-agency/tonone/skills/deal-pipeline .claude/skills/deal-pipeline
Restart Claude Code after copying so it picks up the new skill.

Use it in TypingMind

Enable Deal Pipeline in any TypingMind chat and the model takes it from there. Its name and description sit in the system prompt, and the moment a request matches, the model loads the full instructions itself — you never invoke it by hand, and it costs no tokens until it is actually used.

The model loads Deal Pipeline on its own as soon as a request matches it.

Works with any AI model

AI skills are plain Markdown instructions rather than provider-specific code, so Deal Pipeline is not tied to the model it was written for. Install it once in TypingMind and use it with GPT-5, Claude, Gemini, Grok, DeepSeek, Mistral, Llama, or a local model you run yourself — all on your own API keys.

  • Loaded only when it is needed

    The system prompt carries just the name and description. The instructions are fetched on the first matching request, so an idle skill costs nothing.

  • Switch models mid-chat

    Because the skill is instructions rather than code, changing model does not break it — the next model reads the same SKILL.md.

Skill instructions

This is the SKILL.md content the model loads. Read it before installing — a skill is instructions your model will follow.

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:

CriterionMust HaveNice to HaveDisqualify
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

What does the Deal Pipeline AI skill do?

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".

Why use Deal Pipeline on TypingMind?

Because you install it once and use it with any model. Deal Pipeline is plain Markdown rather than provider-specific code, so the same skill runs on GPT-5, Claude, Gemini, Grok, or a local model — and you can switch model mid-chat without it breaking. TypingMind runs on your own API keys, so you pay providers directly instead of a per-seat subscription, and your skills and chats stay in your own storage.

How do I install Deal Pipeline in TypingMind?

Open Plugins → Skills → Install from GitHub in TypingMind and paste https://github.com/jeremylongshore/tons-of-skills-marketplace/tree/main/plugins/ai-agency/tonone/skills/deal-pipeline. TypingMind reads its SKILL.md and installs it as a skill you can enable per chat.

Which AI models can use Deal Pipeline?

Any model you connect in TypingMind. AI skills are plain Markdown instructions rather than provider-specific code, so GPT, Claude, Gemini, Grok, and local models can all load this skill when a request matches it.

How many AI models can I use with Deal Pipeline?

As many as you like. As long as a model supports skills, you can use Deal Pipeline with it — GPT, Claude, Gemini, Grok, DeepSeek, Mistral, Llama and more — all on TypingMind with your own API keys.

Is the Deal Pipeline AI skill free?

Yes. It is published on GitHub by jeremylongshore under the MIT license. You only pay your own AI provider for the tokens you use.

What are AI skills?

An AI skill is a reusable instruction bundle that teaches an AI model how to do one specific task. It follows the open Agent Skills format: a SKILL.md file with a name and description, plus any scripts, templates or reference files the model may need. The model reads the instructions only when your request matches the skill, so an installed skill costs nothing until it is used.

How are AI skills different from plugins or MCP servers?

A plugin or MCP server gives a model new tools to call — code that runs somewhere and returns a result. An AI skill gives the model knowledge and process instead: how to approach a task, which steps to follow, what good output looks like. Skills are plain Markdown, so they need no server, no API key and no runtime, and they work with any model.

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