Pipeline Review

---
name: pipeline-review
description: "Review active pipeline, opportunities, capacity, and stalled items needing attention. Triggers on \"pipeline status\", \"capacity check\", \"what's in the pipeline\"."
effort-level: max
---

# Pipeline Review

Review your active pipeline, opportunities, and capacity.

## What to Check

### 1. Active Pipeline (`pipeline/active.md`)
- Current engagements or deals
- Stage of each
- Health status
- Next actions needed

### 2. Prospecting (`pipeline/prospecting.md` if exists)
- Warm leads
- Outreach in progress
- Follow-ups needed

### 3. Capacity
- Current utilization
- Available bandwidth
- Upcoming endings or starts

### 4. Stalled Items
- Opportunities with no activity in 2+ weeks
- Deals that need nudging or closing

## Output Format

```
## 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]
```

## Archetype Variations

### Consultant/Solo
Focus on client pipeline, engagement renewals, and billable capacity.

### Founder
Focus on investor pipeline, fundraising progress, and deal stages.

### Executive
Focus on initiative pipeline, strategic project status, and resource allocation.

### Creator
Focus on partnership pipeline, sponsorship opportunities, and content deals.

## Tone

- Business-focused, not chatty
- Prioritize by urgency and value
- Flag stalled items prominently
- Suggest specific actions

## When to Run

- Weekly (Monday mornings ideal)
- Before capacity planning
- When feeling uncertain about workload
- Before taking on new work