sales:pipeline-review
Analyze pipeline health, prioritize deals, flag risks, and get a weekly action plan.
Paste your current pipeline — deals, stages, values, last contact dates, and any notes — and it returns a structured pipeline health assessment: which deals to prioritize, which are at risk of going cold or stalling, where coverage is thin, and a ranked weekly action plan with specific next steps per deal.
EverClean example
sales:pipeline-review
Week of: July 14, 2025
Sales cycle: Showroom visit → design consultation → quote → signed order
Pipeline:
Deal Stage Value Last Contact Notes
---------------------------- ----------------- ------- ------------- ---------------------------
Westlake Build (Hargrove) Signed order due $11,400 July 10 Verbal yes, form not returned
Stonehaven Kitchen Design Trade account $18,000 July 14 2-unit trial, Aug 15 delivery TBC
Henderson Project (via Stone) Design consult $9,800 July 14 Patricia speccing for Sept build
Holloway — Showroom Visit Showroom done $14,200 July 14 Loved it, sending quote today
Ashworth — Malibu Reno Quote sent $9,800 July 6 No response, 8 days
Premier Kitchens Dallas Spec sheet sent $27,000 July 3 No response, 11 days
Whitfield & Lowe (Austin) Outreach sent $14,200 July 11 LinkedIn, no response yet
Meridian Luxury Homes Research only $55,000 Never Preferred vendor target
Total pipeline value: $159,400
Target for July close: $25,000
What you’ll get: A pipeline health summary — deals ranked by close probability this month, a risk flag on Ashworth and Premier Kitchens (both going cold), the Westlake order called out as the single most urgent item (verbal yes + no signed form), a coverage gap flag if the total closeable pipeline for July is thin vs target, and a day-by-day action plan for the week.
Useful follow-up prompts
- “Which three deals should I spend 80% of my time on this week if I can only focus on three?”
- “Premier Kitchens Dallas is $27k — write a re-engagement message that opens a conversation without sounding desperate.”
- “If Westlake falls through, do I have enough pipeline to still hit $25k in July?”