Pipeline Management

Step-by-step workflows for analyzing pipeline, tracking deals, and improving sales performance.

Pipeline Health Check

Goal: Quick overview of pipeline status

What's our pipeline by stage and expected close date?

Requires: HubSpot (HUBSPOT_ACCESS_TOKEN)

Goal: Identify deals that need attention

Which deals have been in the same stage for more than 2 weeks?

Requires: HubSpot (HUBSPOT_ACCESS_TOKEN)

Goal: Prepare for sales calls

Research [company] and summarize what I need to know for my call

Requires: Web search (built-in), optionally Gmail for email history

Goal: Understand what’s working

What's our win rate by lead source this quarter?

Requires: HubSpot (HUBSPOT_ACCESS_TOKEN)