Get one forecast-aware brief that names today's priorities.
Composes deal risk, pipeline, coaching, and conversation reads into a single morning brief, in rep or leader mode.
Inside: Rep and leader modes, forecast-aware prioritization, and a review-first draft gate.
Install it in one line, or paste it in.
~/.claude/skills/ and runs automatically when it is relevant.Connect your context. Set it to your motion.
it reads your whole book and pipeline coverage automatically.
it adds today's meetings, prep links, and follow-up drafts.
it adds usage signal to the hot-leads and expansion reads.
This was built for a B2B GTM team running a rep-and-leader cadence. Set these to your stack:
Point it at your book and your calendar, not anyone else's. The workflow composes whatever reads you have wired up.
| Set this | What it is | Default / Example |
|---|---|---|
| MODE | which brief you get | rep (your accounts) or leader (your team) |
| MEETING source | where today's meetings and threads live | your calendara meeting or email tool |
| FIRE_TIME | when the brief lands | 07:00 localadjustable per user |
| DELIVERY | where it goes | a messaging DM or a channel |
| INCLUDE_DRAFTS | auto-draft follow-ups (rep mode) | truedrafts land for reviewnever auto-sent |
| PRIORITY_COUNT | how many top priorities to name | 3 |
Everything the skill does, in full.
This is a workflow, not a single check. It composes the reads you would otherwise run one by one, deal risk, pipeline health, coaching signals, and conversation follow-ups, into one brief that opens your day. Rep mode answers "what are my three priorities today" and drafts the follow-ups. Leader mode answers "what does my team need today" with named coaching priorities and must-win deal status. One workflow, a different brief per role.
- 1Rep mode: your accounts today
Compose the reads that decide your day and rank them into three named priorities.
- Hot leads: who engaged or replied recently and has no follow-up yet.
- At-risk deals: the opps in your book that are slipping, stuck, or gone dark, with the multi-thread gaps.
- Meetings today: what is on the calendar and the prep link for each.
- Drafted follow-ups: the highest-priority gaps, drafted and dropped in your drafts folder for review.
- Bonus: one account that needs attention this week before it becomes a problem.
- 2Leader mode: your team today
Compose the reads that decide where your attention goes.
- Coaching priorities: named rep, named issue, tied to today's 1:1s.
- Must-win deals: status and flags across the team.
- Pipeline coverage: which channel is the gap and who owns closing it.
- 1:1s today: each with a pre-1:1 brief.
- Escalation: anything that needs leadership today, honestly "none" when it is none.
- 3Prioritization is forecast-aware
The brief knows when today is the forecast call and leads with the deals that decide it. Priority is not the loudest item, it is the one that moves the number.
- Drafts are review-first. Follow-up drafts land in a drafts folder, never auto-sent, unless the user explicitly opted in.
- Empty days surface honestly. Nothing critical means "nothing critical today, here is where to invest instead," never invented urgency.
- Every priority names the specific action and the specific account or rep, never "follow up on deals."
- Leader mode names the rep and the issue together, never a standings table with no next move.
REP MODE · Monday June 1 TOP 3 PRIORITIES TODAY 1. Reply to the Acme contact who said "interested" 2 days ago. Every day cools the reply. 2. Prep the 2pm with Vortex, a $67K deal now at slip risk. 3. Unstick Blend Labs: day 30, no touch sent, milestone missed. HOT LEADS (5) Acme, replied 2d ago, no follow-up · Vortex, booked yesterday · Globex, opened 4 emails in 3d · Blend, clicked pricing yesterday · PGA, asked for info 5d ago AT-RISK DEALS (3) Vortex, slip, champion dark (today's meeting is the test) Blend Labs, stuck, no next step set Globex trial, ghost, 47 days no activity (declare lost?) MEETINGS TODAY 10:00 pipeline review · 2:00 Vortex (prep link) · 4:30 Blend Labs intro DRAFTED FOLLOW-UPS (in your drafts, review and send) To Acme: "Quick demo this week?" · To PGA: "Sending the resources" BONUS Halborn: champion just changed jobs. Re-thread the backup contact this week or risk the renewal.
The three-priority cap, the 07:00 fire time, and the review-first draft rule are defaults, not laws. They suited a daily seller-and-leader rhythm. If your day starts earlier or you want five priorities, change them. The logic does not change. The settings are yours.
Where an operator takes this next.
The read is step one. Here is where an operator takes it once the manual version proves out.
Set it up once and the brief is just there every morning, already ranked.
Set FIRE_TIME in a scheduled Claude task so the brief lands in Slack at 7am without anyone asking.
Connect Salesforce or HubSpot so hot leads and at-risk deals refresh from your real book instead of a pasted CSV.
Run leader mode nightly ahead of 1:1s, pushed to a manager's DM with named coaching priorities per rep.
One skill is the on-ramp.
A single skill does one job. Chained into a playbook, or run as a full build, it becomes a system. Here is where this one plugs in.