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Zhongwei Li
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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
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# 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.
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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.
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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
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# 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.
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