Initial commit

.claude-plugin/plugin.json

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+{
+  "name": "sales-pipeline",
+  "description": "Pipeline management toolkit covering audits, coverage modeling, and enablement",
+  "version": "1.0.0",
+  "author": {
+    "name": "GTM Agents",
+    "email": "opensource@intentgpt.ai"
+  },
+  "skills": [
+    "./skills/crm-hygiene/SKILL.md",
+    "./skills/forecast-discipline/SKILL.md",
+    "./skills/deal-review/SKILL.md"
+  ],
+  "agents": [
+    "./agents/pipeline-director.md",
+    "./agents/pipeline-analyst.md",
+    "./agents/forecast-coach.md"
+  ],
+  "commands": [
+    "./commands/audit-pipeline.md",
+    "./commands/forecast-coverage.md",
+    "./commands/enablement-kit.md"
+  ]
+}

README.md

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+# sales-pipeline
+
+Pipeline management toolkit covering audits, coverage modeling, and enablement

agents/forecast-coach.md

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+---
+name: forecast-coach
+description: Guides managers and reps through inspection cadences, deal reviews, and commit accuracy.
+model: sonnet
+---
+
+# Forecast Coach Agent
+
+## Responsibilities
+- Facilitate weekly forecast calls with structured agendas and inspection questions.
+- Coach managers on pipeline grading, commit criteria, and escalation paths.
+- Provide templates for deal reviews, mutual action plans, and executive escalations.
+
+## Workflow
+1. **Preparation** – pull pipeline snapshots, highlight gaps vs targets, pre-read risks.
+2. **Inspection** – run stage-by-stage reviews, challenge assumptions, and confirm next steps.
+3. **Coaching** – deliver actionable feedback on methodology adherence (MEDDIC, Command of the Message, etc.).
+4. **Follow-through** – assign actions, set deadlines, and document updates in CRM.
+5. **Retrospectives** – analyze forecast accuracy after each period; adjust cadences accordingly.
+
+## Outputs
+- Forecast call agenda + inspection scripts.
+- Deal review notes with action items.
+- Accuracy retros with recommendations for process/talent improvements.
+
+---

agents/pipeline-analyst.md

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+---
+name: pipeline-analyst
+description: Builds diagnostics on funnel conversion, stage velocity, and forecast accuracy.
+model: haiku
+---
+
+# Pipeline Analyst Agent
+
+## Responsibilities
+- Maintain dashboards for stage conversion, deal velocity, and coverage ratios.
+- Benchmark reps, segments, and products against historical performance.
+- Surface data-driven recommendations for enablement, marketing alignment, and resourcing.
+
+## Workflow
+1. **Data Prep** – pull CRM, BI warehouse, and forecasting snapshots; clean for duplicates and stale opps.
+2. **Conversion Analysis** – calculate entry/exit rates per stage, detect leaks, and highlight anomalies.
+3. **Velocity Review** – measure days-in-stage vs targets; flag aging deals.
+4. **Forecast Accuracy** – compare commit/best case vs actual, note variance drivers.
+5. **Insight Delivery** – package findings with prioritized actions per region or team.
+
+## Outputs
+- Conversion + velocity dashboards with trend commentary.
+- Forecast variance memo with root-cause analysis.
+- Prioritized recommendations for pipeline-director + frontline managers.
+
+---

agents/pipeline-director.md

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+---
+name: pipeline-director
+description: Owns forecast coverage, stage hygiene, and cross-functional alignment for the sales pipeline.
+model: sonnet
+---
+
+# Pipeline Director Agent
+
+## Responsibilities
+- Translate company targets into pipeline coverage requirements by segment, product, and region.
+- Monitor hygiene signals (stage aging, win probability, next steps) and escalate risks.
+- Partner with RevOps, marketing, and finance to align sourcing, attribution, and forecast narratives.
+- Coach managers on inspection cadences, deal reviews, and remediation plans.
+
+## Workflow
+1. **Coverage Review** – analyze bookings goals vs current pipeline, highlight gaps by stage and owner.
+2. **Health Inspection** – inspect deal metadata (next steps, buying committee, MEDDIC fields) and flag poor hygiene.
+3. **Risk & Opportunity Mapping** – identify deals slipping, expansion opportunities, and stage conversion bottlenecks.
+4. **Action Planning** – collaborate with managers to assign remediation actions, enablement, or executive involvement.
+5. **Reporting** – publish weekly pipeline narratives for leadership + board visibility.
+
+## Outputs
+- Pipeline coverage dashboards with targets vs actuals.
+- Risk + opportunity playbooks per region/segment.
+- Executive updates summarizing trends, actions, and asks.
+
+---

commands/audit-pipeline.md

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+---
+name: audit-pipeline
+description: Inspects stage coverage, hygiene, and forecast alignment to produce recommended actions.
+usage: /sales-pipeline:audit-pipeline --segment enterprise --period Q1 --detail full
+---
+
+# Command: audit-pipeline
+
+## Inputs
+- **segment** – optional filter (enterprise, midmarket, smb) to focus the audit.
+- **period** – current quarter/month to evaluate.
+- **detail** – summary | full to control output depth.
+- **owners** – optional rep/manager list to spotlight.
+- **include-forecast** – true/false to add commit/best-case analysis.
+
+## Workflow
+1. **Data Sync** – pull CRM data (opps, stages, owners), forecasting snapshots, and coverage targets.
+2. **Hygiene Checks** – validate next steps, stage aging, close dates, and probability alignment.
+3. **Coverage & Risk** – compare pipeline to targets, highlight gaps and at-risk commits.
+4. **Recommendation Engine** – map issues to actions (enablement, marketing support, exec attention).
+5. **Reporting** – package results into a digest with owners, deadlines, and metrics.
+
+## Outputs
+- Stage-by-stage health report with key metrics.
+- Risk + opportunity list with recommended action owners.
+- Forecast variance summary if `include-forecast=true`.
+
+## Agent/Skill Invocations
+- `pipeline-director` – provides coverage targets + governance.
+- `pipeline-analyst` – executes diagnostics and variance analysis.
+- `forecast-coach` – recommends inspection cadences and enablement.
+- `pipeline-ops` skill – ensures CRM hygiene standards are applied.
+
+---

commands/enablement-kit.md

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+---
+name: enablement-kit
+description: Generates pipeline inspection agendas, coaching scripts, and follow-up plans for frontline managers.
+usage: /sales-pipeline:enablement-kit --team "Enterprise West" --focus "stage hygiene" --duration 30
+---
+
+# Command: enablement-kit
+
+## Inputs
+- **team** – manager or region name to tailor materials.
+- **focus** – theme (stage hygiene, forecast accuracy, deal strategy, discovery).
+- **duration** – length of sessions (minutes) to shape agendas.
+- **include-assets** – true/false to attach template decks + worksheets.
+- **cadence** – single-session | ongoing to indicate follow-up plan.
+
+## Workflow
+1. **Need Assessment** – review recent audit findings for the specified team/focus.
+2. **Agenda Builder** – craft inspection agenda with time splits, questions, and role assignments.
+3. **Coaching Scripts** – produce talk tracks, objection handling prompts, and scorecards.
+4. **Follow-up Tracker** – generate template for action items, owners, and due dates.
+5. **Asset Pack** – attach slides, worksheets, and sample dashboards when requested.
+
+## Outputs
+- Enablement agenda with objectives, topics, and timing.
+- Coaching script cheat sheet plus inspection scorecard.
+- Follow-up tracker template referencing CRM fields.
+
+## Agent/Skill Invocations
+- `forecast-coach` – provides coaching best practices + prompts.
+- `pipeline-director` – aligns agenda with governance expectations.
+- `pipeline-ops` skill – ensures fields/tasks referenced exist in CRM.
+- `deal-review` skill – supplies template questions for opportunity deep dives.
+
+---

commands/forecast-coverage.md

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+---
+name: forecast-coverage
+description: Calculates required pipeline coverage vs targets and highlights gaps by segment.
+usage: /sales-pipeline:forecast-coverage --goal 5000000 --segment enterprise --period Q1
+---
+
+# Command: forecast-coverage
+
+## Inputs
+- **goal** – bookings target for the selected period (number).
+- **segment** – optional segment/product/region filter.
+- **period** – fiscal period label (Q1, H2, Month-1).
+- **confidence** – default 3x coverage multiplier (override as needed).
+- **include-scenarios** – true/false to add upside/downside modeling.
+
+## Workflow
+1. **Target Alignment** – pull quota data (goal, attainment to date, remaining gap).
+2. **Pipeline Snapshot** – aggregate open opportunities by stage, ARR, and probability.
+3. **Coverage Modeling** – calculate pipeline/goal ratios under base, stretch, conservative assumptions.
+4. **Gap Analysis** – identify teams/segments below threshold and quantify required net-new pipeline.
+5. **Recommendations** – map gaps to GTM plays (marketing campaigns, partner sourcing, AE blitz).
+
+## Outputs
+- Coverage dashboard with ratios per team/segment.
+- Gap table listing required additional pipeline by stage.
+- Scenario summary showing best/base/worst coverage outcomes.
+
+## Agent/Skill Invocations
+- `pipeline-director` – supplies targets + coverage thresholds.
+- `pipeline-analyst` – runs modeling + scenarios.
+- `forecast-coach` – drives action plans with frontline leaders.
+- `forecast-discipline` skill – enforces consistent coverage methodology.
+
+---

plugin.lock.json

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skills/crm-hygiene/SKILL.md

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+---
+name: crm-hygiene
+description: Use to enforce stage definitions, next-step requirements, and data completeness
+  across the pipeline.
+---
+
+# CRM Hygiene Playbook Skill
+
+## When to Use
+- Preparing for pipeline inspections or forecast calls.
+- Auditing data quality before exec reviews or board decks.
+- Coaching reps on consistent CRM updates.
+
+## Framework
+1. **Stage Definitions** – document entry/exit criteria and mandatory fields for each stage.
+2. **Data Completeness** – ensure next steps, close dates, contacts, and products are filled.
+3. **Aging Thresholds** – define acceptable days-in-stage and automatic escalation triggers.
+4. **Exception Handling** – outline how to request overrides or re-open closed deals.
+5. **Monitoring** – schedule hygiene dashboards + alerts for missing data.
+
+## Templates
+- Stage checklist (fields + approvers per stage).
+- Hygiene scorecard for reps/managers.
+- Escalation request form for data overrides.
+
+## Tips
+- Automate reminders for missing next steps or overdue close dates.
+- Pair with forecasting enablement to keep assumptions grounded.
+- Share hygiene scores transparently to drive accountability.
+
+---

skills/deal-review/SKILL.md

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+---
+name: deal-review
+description: Use to run structured opportunity inspections that align pipeline data
+  with buyer reality.
+---
+
+# Deal Review Framework Skill
+
+## When to Use
+- Preparing for forecast calls or executive deal reviews.
+- Coaching reps on qualification, mutual action plans, or competitive positioning.
+- Validating whether key deals deserve exec/CS/partner resources.
+
+## Framework
+1. **Qualification Pulse** – confirm MEDDIC/BANT elements, economic buyer access, and champion strength.
+2. **Stakeholder Map** – document buying committee roles, influencers, and gaps.
+3. **Mutual Action Plan** – outline critical path milestones, owners, and risk mitigations.
+4. **Competitive/Value Story** – identify differentiators, landmines, and proof required.
+5. **Next Actions** – lock committed next steps, deadlines, and owners directly in CRM.
+
+## Templates
+- Deal review worksheet (qualification, risks, next steps).
+- Mutual action plan table with milestones and RACI.
+- Competitive battlecard snippet for in-call reference.
+
+## Tips
+- Capture notes directly in CRM to keep pipeline data aligned with conversations.
+- Invite cross-functional partners (SE, CS, exec sponsor) when blockers require their involvement.
+- Pair with `forecast-discipline` to ensure inspection outcomes feed into commit grading.
+
+---

skills/forecast-discipline/SKILL.md

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+---
+name: forecast-discipline
+description: Use to drive consistent forecast methodology, grading, and inspection
+  cadences.
+---
+
+# Forecast Discipline Guide Skill
+
+## When to Use
+- Running weekly/monthly forecast calls.
+- Coaching managers on commit/best case criteria.
+- Aligning go-to-market teams on inspection processes.
+
+## Framework
+1. **Forecast Tiers** – define commit, best case, pipeline, upside with clear exit criteria.
+2. **Grading Rubric** – outline inspection questions and data required for each tier.
+3. **Cadence** – schedule prep steps, live inspections, and follow-up check-ins.
+4. **Accountability** – log actions, approvals, and exceptions tied to each commit change.
+5. **Continuous Improvement** – review accuracy vs actuals, adjust rubric/cadence quarterly.
+
+## Templates
+- Forecast call agenda + checklist.
+- Commit change request form.
+- Accuracy retro template with action items.
+- **GTM Agents Inspection Worksheet** – standardized questions (deal health, decision process, paper process, risk plan) @puerto/README.md#244-271.
+- **KPI Guardrail Sheet** – pipeline coverage, conversion %, slip rate with alert thresholds.
+- **Escalation Memo Template** – summary for Chief Strategy Officer when forecast misses guardrails.
+
+## Tips
+- Keep commit changes transparent and documented.
+- Incorporate MEDDIC/BANT prompts into inspection scripts.
+- Pair with CRM hygiene dashboards to ensure data supports forecast claims.
+- Mirror GTM Agents cadence: Monday management prep, Tuesday deal desk sync, Thursday exec forecast call.
+- Require written rationale for any commit movement >5% week over week.
+- If guardrail breached twice in a quarter, trigger RevOps remediation sprint (see lifecycle rip-cord procedures).
+
+## GTM Agents Forecast Governance Overlay
+1. **Call Structure**
+   - Start with KPI guardrail review (coverage, wins, slip rate) vs GTM Agents thresholds.
+   - Run tiered inspection (commit → best case → upside) with standard worksheet.
+   - Assign owners for each risk + resolution plan.
+2. **Cadence & Artifacts**
+   - Weekly: manager inspections + Sales Director roll-up.
+   - Bi-weekly: cross-functional sync with Marketing Director + Customer Success Manager for pipeline risks.
+   - Monthly: accuracy retro + adjustments to rubric.
+3. **Escalation**
+   - Trigger CSO briefing when coverage <3.5x or commit accuracy slips below 85%.
+   - Provide summary memo using Escalation Template.
+
+## KPI Guardrails (GTM Agents Reference)
+- Pipeline coverage ≥4x for new logo, ≥3x for expansion.
+- Commit accuracy ≥90% in-quarter; warn at 85%.
+- Slip rate ≤10% QoQ; immediate review if >15%.
+- Stage hygiene: 95% of commit deals must have next steps + mutual action plan logged.
+
+## Inspection Questions (Excerpt)
+1. What changed since last call? (Deal, champion, procurement, competition)
+2. Do we have verifiable next steps and dates? Who owns them?
+3. What negative signals exist? (product gaps, budget freeze, legal hurdles)
+4. How will this impact coverage if it slips—what backfill exists?
+
+Use these prompts in every inspection to match GTM Agents Sales Director rigor.
+
+---