Pipeline Review
作者 anthropicsae1513ea94dc無授權條款27K 個星標收錄於 2026年10月8日更新於 2026年10月8日儲存庫今天更新
Stage-by-stage pipeline health check - coverage, aging, conversion, and at-risk deals - from CRM opportunity data. Use when the user asks "review my pipeline", "pipeline health", "where's my pipeline stuck", "weekly pipeline review", "which deals should I focus on this week", "any stale or stuck deals", "which deals have past close dates", "which deals are single-threaded", or "check my pipeline coverage against my number".
- ae1513ea94dc目前提交 ae1513e發布於 2026年10月8日
來源與署名
來源：anthropics/knowledge-work-plugins位於sales/skills/pipeline-review提交ae1513e
授權條款： 無授權條款
內容歸原作者所有。SourceWeft 從公開儲存庫中收錄這些內容。
更多來自 anthropics/knowledge-work-plugins 的技能
Ticket Deflector
anthropics
Reads a forwarded customer email or ticket, pulls order and refund status from a payments connector (PayPal, Square, or Stripe) or Shopify, account history from the CRM, and open tickets from a support desk (Zoho Desk), drafts a tone-matched reply in the owner's writing voice, and can issue a refund through the payments connector with explicit owner approval. With Shopify connected it also runs a proactive order-triage mode that surfaces orders needing attention — unfulfilled past the promised window, payment problems, pending refunds, stuck shipments — and drafts the next action for each before the customer has to ask. Use when the user says "draft a response," "answer this customer," "where's my order," "I want a refund," "check my orders," or "anything about to blow up."
Tax Season Organizer
anthropics
Prepares tax-season materials for the owner's accountant, not tax advice. US federal tax; a non-US business gets its closed-books packet instead. Two modes: (1) quarterly estimated tax from YTD net income in the ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books); (2) year-end 1099 prep, scanning the ledger, PayPal, and Stripe for contractors paid over USD 600 into a 1099-NEC list with missing W-9 flags. Any tax request routes first to /tax-prep, which confirms the books are closed and reconciled before running this skill. Use this skill directly only when the owner says the period's books are already closed: "books are closed, now do the 1099s," "run the quarterly estimate off the closed numbers," or "just the contractor W-9 list."
Tax Prep
anthropics
根據已結帳的帳目準備稅務資料：季度預估繳稅明細，或年終 1099-NEC 清單與會計師資料包。
Smb Onboard
anthropics
引導小型企業主完成首次設定：連接工具、執行一次展現價值的配方、記錄業務背景並設定每週檢查節奏。
Smb Router
anthropics
將小型企業主的需求轉接到合適的外掛技能或指令，並說明可用功能。
Month End Prep
anthropics
Reconciles the accounting ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books) against PayPal, Shopify, Square, and Stripe settlements, flags transactions that need attention, suspicious duplicates, and missing receipts, then writes a plain-English P&L narrative and exports a close packet (xlsx + one-page PDF). This is the first link of the /close-month command; a request to close the month or the books routes there, and the command runs this skill before refreshing the forecast and distributing the packet. Use this skill directly only when the owner wants the reconciliation alone, with no forecast refresh and no distribution: "just reconcile, no packet," "what's missing from the books," "flag the duplicates and missing receipts," or "write the P&L narrative for this month."
更多Business & Finance技能
Plan Payroll
anthropics
串接現金流預測、逾期發票催款與薪資發放準備，讓業主在提交前確認薪資是否付得出來。
Job Post Builder
anthropics
依職缺需求產出招募文件包：職缺公告、面試指南與評分表，以及錄取通知書範本。
Contract Review
anthropics
審閱保密協議、主服務協議與供應商合約，以白話標出風險條款，並可匯出含修訂標記的 DOCX。
Close Month
anthropics
執行月末結帳鏈：核對總帳、更新現金流預測，然後發布結帳資料包。
Business Pulse
anthropics
為中小企業主產出一頁式跨職能業務快照，整合已連接的財務、銷售、管道、行事曆與收件匣工具資料。
Cash Flow Snapshot
anthropics
依據帳簿、支付平台或 CSV 資料產出 30/60/90 天現金流預測，含信心區間與具名風險提示。