agentleFS
sami2919sami2919/SignalForce/skills/pipeline-tracker/SKILL.md

pipeline-tracker

Skill9 starsChanged 3 months agoMITView on GitHub

Use when needing to sync outbound activity to CRM, generate pipeline analytics, create weekly reports, or track conversion metrics across the outbound funnel

3 other projects use a version of this.

Adopted by

Most recently taken up by

The file

We split this skill into the rules it gives an agent

4 rules. 0 are common, 3 are distinctive, and 1 is very specific to this project.

  • 0

    Common

    Most of the 3 edited versions we read keep these.

  • 3

    Distinctive

    This author's own choices. Worth a look.

  • 1

    Very specific

    Tied to their project's names, files or tools. Probably skip.

  • Common
  • Distinctive
  • Very specific
  1. Distinctive:

    Create via: HubSpot → Settings → Properties → Contacts/Deals → Create property.

    line 22
  2. Distinctive:

    When a prospect enters a sequence:

    line 26
  3. Distinctive:

    Create/update Contact with all custom properties from signal stacker output

    line 27
  4. Very specific:

    Create Deal linked to Contact: name = [Company] — [Signal Type] — [Date]

    line 28

“Common” is measured: kept by at least 6 in 10 of the 3 edited versions of this file we could read. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.

Keep what fits and drop the rest. Your version, ready for your agents.
Files
SKILL.md

Pipeline Tracker

HubSpot Setup

Custom Properties (create once)

PropertyTypeValues
signal_sourceEnumgithub, arxiv, huggingface, hiring, funding
icp_tierEnumtier1, tier2, tier3, tier4
domain_maturityEnumproductionizing, scaling, building, exploring, none
composite_scoreNumber0–25
icp_gradeEnumA, B, C, D
sequence_nameStringe.g. github-signal-varA
signal_dateDatedate signal was detected

Create via: HubSpot → Settings → Properties → Contacts/Deals → Create property.

Auto-Population

When a prospect enters a sequence:

  1. Create/update Contact with all custom properties from signal stacker output
  2. Create Deal linked to Contact: name = [Company] — [Signal Type] — [Date]
  3. Set Deal stage to Sequence Active
  4. Set sequence_name to the template variant being used

Deal Stage Mapping

Email EventDeal Stage
Sequence startedSequence Active
Email opened (2+)Engaged
Link clickedEngaged
Reply receivedReplied
Meeting bookedMeeting Booked
No response after sequenceSequence Ended — No Response

Weekly Report

Pull from HubSpot and present:

## Outbound Report — Week of [date]

| Metric | This Week | Last Week | Trend |
|--------|-----------|-----------|-------|
| Signals detected | | | |
| Accounts qualified (B+) | | | |
| Sequences started | | | |
| Open rate | | | |
| Reply rate | | | |
| Meetings booked | | | |
| Cost per meeting (est.) | | | |

### Top Accounts by ICP Grade
[table: Company | Grade | Stage | Signal Source]

### Action Items
[any A-grade accounts stalled — flag for manual follow-up]

Slack Notifications

Send to #outbound-signals channel for:

  • Grade A account replies
  • Meeting booked
  • Champion job change detected (trigger champion-job-change template)

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