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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.
+
+---