A well-maintained pipeline is the foundation of every reliable forecast and every clean management report, yet it often gets neglected in day-to-day business. The Pipeline Protocol systematically works through your open deals, flags outdated entries, suggests status updates, and summarizes the state of play in a compact report: pipeline overview, metrics, at-risk deals, quick wins, and prioritized next steps per deal.
\nBuilt for sales leaders and managers preparing for a pipeline review or looking to establish a weekly routine for data hygiene. The skill exports nothing from your CRM and writes nothing back either; it works exclusively with the deal list you hand it, and it does not replace a CRM integration.
\nWhat it deliberately does not do: it does not invent deal information and does not make automatic decisions about closing deals. Where information is missing, it points out the gap instead of filling it in.
\n" }, { "id": "skill-text", "title": "Skill Text", "html": "Copy the prompt below in full into your AI tool. As a file: pipeline-protokoll.en.json
\n" } ], "schritte": [ { "nr": 1, "titel": "Provide pipeline data", "beschreibung": "The current deal list with name, status and value is exported from the CRM and handed to the skill.", "rolle": "mensch" }, { "nr": 2, "titel": "Capture pipeline status", "beschreibung": "All deals are structured, missing information is flagged as a gap, and deals without an update for more than seven days are flagged.", "rolle": "automatisch" }, { "nr": 3, "titel": "Determine action items and metrics", "beschreibung": "The weighted pipeline value is calculated, and at-risk deals and quick wins are identified.", "rolle": "automatisch" }, { "nr": 4, "titel": "Create recommendations", "beschreibung": "Concrete next steps with a priority are generated for each deal, along with justified suggestions for status changes.", "rolle": "automatisch" }, { "nr": 5, "titel": "Receive the pipeline report", "beschreibung": "A compact report with metrics, at-risk deals, quick wins, and a management summary in three to five points is ready.", "rolle": "ergebnis" } ], "herausgeber": "Voyage Digital", "version": "2.0", "stand": "2026-07-26", "umsetzung": [ { "titel": "Set up the skill", "text": "The skill text is copied into the preferred AI tool, and the current pipeline is exported from the CRM." }, { "titel": "Establish it as a weekly routine", "text": "The pipeline is checked by the skill every Friday, before the weekend begins." }, { "titel": "Review and apply the results", "text": "Recommended changes are applied in the CRM, and the management summary goes into reporting." } ], "zutaten": [ "Deal List", "Update Date", "Sales Targets" ], "beispielSzenario": "It is Friday afternoon, and a sales lead is preparing for Monday's pipeline review. The skill is given the current pipeline overview. It identifies three deals without an update for two weeks, suggests suitable status changes, calculates the weighted pipeline value, and delivers a one-page report with the key metrics.", "eingaben": [ { "feld": "Current pipeline or deal list with name, status and value", "pflicht": true }, { "feld": "Last update date per deal", "pflicht": false }, { "feld": "Next planned activities", "pflicht": false }, { "feld": "Sales targets or quota", "pflicht": false }, { "feld": "Notes on individual deals", "pflicht": false } ], "ausgabe": "A CRM update report with a pipeline overview, deals that need action, recommended status changes, metrics (conversion rate, average deal value, sales velocity), at-risk deals, quick wins, the next activity per deal, and a management summary in three to five points.", "prompt": "# DESCRIPTION\nSystematically work through the submitted pipeline, flag deals that need action, suggest status updates, and summarize the result in a compact pipeline report with metrics. Address the user in a professional manner throughout. Explicitly mark assumptions as an assumption when information is missing from the input, and do not invent deal information.\n\n# INPUT\n- Current pipeline or deal list with name, status and value (required)\n- Last update date per deal (optional)\n- Next planned activities (optional)\n- Sales targets or quota (optional)\n- Notes on individual deals (optional)\n\n# OUTPUT\nCRM update report plus pipeline summary (500 to 1,000 words):\n1. Pipeline overview: number of deals, total value, weighted value\n2. Deals that need action: outdated entries, missing information\n3. Recommended status changes with rationale\n4. Pipeline metrics: conversion rate, average deal value, sales velocity\n5. At-risk deals: long without an update, stalled negotiations\n6. Quick wins: deals close to closing\n7. Next activity per deal\n8. Management summary in 3 to 5 points\n\n# CONTEXT AND LIMITS\n- Do not invent deal information. Where data is missing, recommend following up with the person responsible instead of speculating.\n- Flag deals without an update for more than 7 days.\n- Flag deals in the same phase for more than 14 days.\n- Name quick wins, meaning high impact at low effort, first.\n- Where facts are missing or unclear, clearly mark the statement in question as an assumption instead of presenting it as established.\n\n# WORKING INSTRUCTIONS\n## Step 1: Capture pipeline status\nStructure all deals from the input and record the current status. Mark missing information as a gap.\n\n## Step 2: Identify action items\nFlag deals that need an update: no update for more than 7 days, same phase for more than 14 days, no next activity recorded.\n\n## Step 3: Calculate metrics\nCalculate the weighted pipeline value (value multiplied by probability), the average deal size, and the sales velocity.\n\n## Step 4: Create recommendations\nFormulate concrete next steps per deal with a priority (high, medium, low). Name quick wins first.\n\n## Step 5: Create management summary\nSummarize the key findings in 3 to 5 points.\n\n### Rules\n- Every recommendation is given a priority.\n- No premature recommendations to close deals.\n- All deals from the input must be captured in the report.\n\n### No-gos\n- No invented deal information.\n- Do not propose more than 15 actions at once.\n\n# DEFINITION OF DONE\n[ ] All deals from the input captured and categorized\n[ ] Deals that need action identified and justified\n[ ] Status change recommendations with rationale\n[ ] Pipeline metrics calculated\n[ ] At-risk deals and quick wins identified\n[ ] Next activity per deal recommended\n[ ] Management summary in a maximum of 5 points\n[ ] Missing or uncertain information marked as an assumption\n\n# CONVERSATION START\nI am glad to help bring your pipeline up to date. Share your current deal list with me (name, status, value), and I will check the entries and put together a compact report for you.", "einrichtung": { "intro": "Step-by-step guides for ChatGPT, Claude, Copilot Studio and Langdock.", "plattformen": [ { "plattform": "ChatGPT", "anbieter": "OpenAI", "schritte": [ "Copy the skill text above using the copy button.", "Click your profile picture and select \"Skills\".", "Click \"Create skill\" and paste the copied text as the instruction.", "Adjust inputs, outputs and format where your case requires it.", "Save the skill. It is available in all chats from that point on." ], "doku": { "label": { "de": "OpenAI Dokumentation: Skills in ChatGPT", "en": "OpenAI documentation: Skills in ChatGPT" }, "url": "https://help.openai.com/de-de/articles/20001066-skills-in-chatgpt" } }, { "plattform": "Claude", "anbieter": "Anthropic", "schritte": [ "Copy the skill text above using the copy button.", "Open claude.ai and go to \"Skills\" in your profile.", "Create a new skill and paste the copied text as the instruction.", "The skill works in claude.ai, in Claude Code and through the API.", "Available on the Pro, Max, Team and Enterprise plans." ], "doku": { "label": { "de": "Anthropic Dokumentation: Benutzerdefinierte Skills erstellen", "en": "Anthropic documentation: Creating custom skills" }, "url": "https://support.claude.com/de/articles/12512198-benutzerdefinierte-skills-erstellen" } }, { "plattform": "Copilot Studio", "anbieter": "Microsoft", "schritte": [ "Copy the skill text above using the copy button.", "Open Copilot Studio and create a new agent.", "Paste the copied text as the instruction.", "Connect knowledge sources and tools where needed.", "Publish the agent for yourself or for your organisation." ], "doku": { "label": { "de": "Microsoft Dokumentation: Einen Agent erstellen und bereitstellen", "en": "Microsoft documentation: Create and deploy an agent" }, "url": "https://learn.microsoft.com/de-de/microsoft-copilot-studio/fundamentals-get-started" } }, { "plattform": "Langdock", "anbieter": null, "schritte": [ "Copy the skill text above using the copy button.", "Open the sidebar and click \"Add skill\".", "Paste the copied text directly as the instruction.", "Connect the skill to integrations such as Gmail or Slack where needed.", "Save the skill and release it for yourself or your team." ], "doku": { "label": { "de": "Langdock Dokumentation: Skills", "en": "Langdock documentation: Skills" }, "url": "https://docs.langdock.com/de/product/chat/skills" } } ] }, "itemIcon": "git-branch", "recommended": [ { "slug": "kundentermin-protokoll", "category": "skill", "name": "The Client Meeting Protocol", "teaser": "Turns notes or a transcript from a client meeting into a structured protocol with a BANT or MEDDIC opportunity analysis, action items, and a follow-up email draft.", "domaene": "Vertrieb & Outreach", "itemIcon": "notebook-pen" }, { "slug": "qbr-dossier", "category": "skill", "name": "The QBR Dossier", "teaser": "Creates a structured Quarterly Business Review for existing customers, from health score to a prioritized roadmap for the next quarter.", "domaene": "Vertrieb & Outreach", "itemIcon": "pie-chart" }, { "slug": "scoring-schema", "category": "skill", "name": "The Scoring Framework", "teaser": "Scores incoming leads against your ICP criteria, assigns a traceable score with a confidence rating, prioritizes them into Hot, Warm and Disqualified, and delivers first-outreach drafts for the top leads.", "domaene": "Vertrieb & Outreach", "itemIcon": "star" }, { "slug": "pipeline-schiene", "category": "workflow", "name": "The Pipeline Pulse", "teaser": "A weekly report that reads your open pipeline from the CRM and flags risks, opportunities and stagnating deals for the sales team.", "domaene": "Vertrieb & Outreach", "itemIcon": "git-branch" }, { "slug": "call-analyst", "category": "assistent", "name": "The Call Analyst", "teaser": "Turns call notes or a sales call transcript into a CRM-ready follow-up document with needs analysis, BANT assessment and a scheduled follow-up plan.", "domaene": "Vertrieb & Outreach", "itemIcon": "phone-call" }, { "slug": "angebots-schiene", "category": "workflow", "name": "The Quote Pipeline", "teaser": "A workflow that automatically turns an incoming quote request into a reviewed quote draft, from requirements extraction through to sales approval.", "domaene": "Vertrieb & Outreach", "itemIcon": "file-badge" }, { "slug": "lead-staffel", "category": "workflow", "name": "The Lead Relay", "teaser": "Every new lead from a form is automatically scored on budget, need and timing and reaches the right salesperson within minutes, complete with a priority score and rationale.", "domaene": "Vertrieb & Outreach", "itemIcon": "user-plus" }, { "slug": "termin-briefing-staffel", "category": "workflow", "name": "The Meeting Briefing Relay", "teaser": "A workflow that automatically prepares a structured briefing before every customer meeting by combining calendar details, CRM history and fresh web research.", "domaene": "Vertrieb & Outreach", "itemIcon": "calendar-clock" }, { "slug": "angebots-pruefer", "category": "assistent", "name": "The Quote Reviewer", "teaser": "Systematically checks quotes before they go out for completeness, arithmetic consistency and pricing logic, and returns a clear approval recommendation.", "domaene": "Vertrieb & Outreach", "itemIcon": "file-badge" }, { "slug": "lead-qualifizierer", "category": "assistent", "name": "The Lead Qualifier", "teaser": "Scores incoming customer emails for fit and urgency, attaches a confidence rating to every assessment, and proposes concrete next steps with clear ownership.", "domaene": "Vertrieb & Outreach", "itemIcon": "user-plus" }, { "slug": "meeting-planer", "category": "assistent", "name": "The Meeting Planner", "teaser": "The Meeting Planner turns a company name, contact person and offer into a client-meeting briefing that reads in fifteen minutes and leaves you fully prepared.", "domaene": "Vertrieb & Outreach", "itemIcon": "calendar-check" }, { "slug": "account-dossier", "category": "skill", "name": "The Account Dossier", "teaser": "The Account Dossier gathers publicly available information on a target company into a structured briefing covering profile, strategy, decision makers, and reasoned pain point hypotheses to prepare for sales conversations.", "domaene": "Vertrieb & Outreach", "itemIcon": "building-2" }, { "slug": "angebots-skript", "category": "skill", "name": "The Quote Builder", "teaser": "The Quote Builder turns conversation notes into a structured, ready-to-send quote with a personal cover letter, matching service packages, a transparent price table, and clear next steps.", "domaene": "Vertrieb & Outreach", "itemIcon": "file-badge" }, { "slug": "einwand-drehbuch", "category": "skill", "name": "The Objection Playbook", "teaser": "Classifies a customer objection psychologically and delivers three ready-to-use response strategies with concrete phrasing instead of a generic stock answer.", "domaene": "Vertrieb & Outreach", "itemIcon": "shield-question" }, { "slug": "pitch-geruest", "category": "skill", "name": "The Pitch Deck Builder", "teaser": "Builds a complete sales deck from target audience, goal and available time.", "domaene": "Vertrieb & Outreach", "itemIcon": "rocket" }, { "slug": "vertrags-dossier", "category": "skill", "name": "The Contract Dossier", "teaser": "Turns internal pricing models and contract terms into a customer-friendly overview document with a package comparison, transparent pricing, and answers to the most common questions.", "domaene": "Vertrieb & Outreach", "itemIcon": "file-signature" }, { "slug": "gong", "category": "tool", "name": "Gong", "teaser": "Gong is a revenue intelligence platform that records and analyzes sales calls with AI to power coaching, deal insights, and forecasting for enterprise sales teams.", "domaene": "Vertrieb & Outreach", "logoFile": "gong.svg", "logoEinzug": 0.78 } ] }