── SKILL
gtm-weekly-digest✓ APPROVED

Put the whole GTM funnel on one screen every week.

The three numbers that matter, what changed week-over-week, and what needs attention across the funnel.

Inside: Three headline metrics, one line per stage, and an attention list.

01 / HOW TO USE

Install it in one line, or paste it in.

1
In Claude Code (one command)
Copy the install line, paste it into your terminal, and restart Claude Code. The skill installs itself to ~/.claude/skills/ and runs automatically when it is relevant.
2
In Claude, ChatGPT, or a Project (no terminal)
Open the file, then upload it to your chat or paste its contents in. A skill is just a markdown file of instructions, so any capable AI can follow it.
New to skills? A skill is a plain-text file that teaches your AI a workflow. Point any capable assistant at it and it follows the steps, on your data.
02 / MAKE IT YOURS

Connect your context. Set it to your motion.

CONNECT YOUR CONTEXT · AND WHY IT HELPS
a CRM

it reads pipeline, deals, and retention automatically.

a BI tool or a sheet

pulls the trend and the prior weeks without a copy-paste.

a marketing or product tool

adds top-of-funnel and usage signals cleanly.

SET IT TO YOUR MOTION

This was built for a B2B SaaS org tracking a full funnel. Set these to your stack:

Report on any funnel you like. The skill reads your stages and your top three against last week, so point it at your metrics, not anyone else's.

Set thisWhat it isDefault / Example
FUNNEL stagesthe stages you reportleadspipelinedealsretention
TOP THREEthe numbers that lead the digestyour three most-watched metrics
MARKETING sourcewhere top-of-funnel livesa marketing toola sheet
RETENTION sourcewhere renewals and churn livea CRMa CS platform
CHANGE flagweek-over-week move worth naming+/- 15% (re-tune)
ATTENTION rulewhat earns an attention flagoff planslippingor gone quiet
03 / THE FULL SKILL

Everything the skill does, in full.

── WHAT THIS DOES

Pulls the whole go-to-market funnel onto one screen: what marketing generated, what pipeline did, how deals moved, and where retention stands. It surfaces the three numbers that matter this week, what changed since last week, and the handful of things that need attention, so a team starts the week aligned instead of digging.

── THE METHOD
  1. 1
    The three numbers that matter

    Pick the three that decide the week and put them first. Each with its value, its target, and the week-over-week move. If everything is a headline, nothing is. Three, chosen on purpose.

  2. 2
    Across the funnel

    One line per stage: marketing generated, pipeline created and covered, deals moved, retention held. A digest is one screen. If it scrolls, it is a report, and it will not get read on a Monday.

  3. 3
    What changed

    Week over week, not since the start of time. Name the moves that cross the change flag, up or down, and tie each to a cause you can see. A change with no cause is noise.

  4. 4
    What needs attention

    The short list. Anything off plan, slipping, or going quiet, across any stage. Each item names the owner and the move. Attention without an owner is a shrug.

── QUALITY GATES
  • Exactly three headline numbers. A fourth headline means none of them is.
  • The whole digest fits one screen. Length is a bug here, not thoroughness.
  • Every change ties to a cause you can show, never an unsourced "up nicely."
  • Attention items are owned. No owner, no action, no point.
── OUTPUT (EXAMPLE)
EXAMPLE OUTPUT
GTM WEEKLY DIGEST · Week of the 7th

The three
  New ARR      $110K wk  vs $125K plan   -12% wk/wk
  Pipeline     $210K created            +18% wk/wk
  Net retention 98%                      flat

Across the funnel
  Marketing    240 MQLs (+8%), 34 SQLs
  Pipeline     $210K created, 3.0x coverage
  Deals        4 advanced, 2 slipped, 1 closed
  Retention    1 renewal booked, 1 account gone quiet

Needs attention
  1. Sales: two deals slipped the week, ~$90K. Pull to a decision.
  2. CS: Delta Co dark 30d with a renewal in 75d. Re-engage.
── WHERE THE NUMBERS COME FROM

The change flag (+/- 15%) and the choice of three headline numbers are defaults, not laws. They suited a weekly SaaS cadence. If your week is noisier, widen the flag. If your funnel turns on different metrics, swap the three. The logic does not change. The thresholds are yours.

── EXAMPLE CHAT
EXAMPLE CHAT
You
Give me the Monday digest, here's this week's numbers vs last week.
CLAUDE
Here's the one screen. New ARR $110K wk vs $125K plan -12% wk/wk Pipeline $210K created +18% wk/wk Net retention 98% flat Needs attention 1. Sales: two deals slipped, ~$90K. Pull to a decision. 2. CS: Delta Co dark 30d with a renewal in 75d. Re-engage. Pipeline is up but New ARR is down, that combination usually means deals are stuck mid-funnel, not that generation slowed. Worth a look at stage velocity before Wednesday. One sharpener: connect a CS platform so the retention line reflects real churn risk instead of a flat number you typed in.
04 / GO FURTHER

Where an operator takes this next.

The digest works from numbers you paste each week. Here is where it stops taking someone an hour to assemble.

The team starts Monday already looking at the right three numbers, not digging for them.

01
Ship it every Monday without anyone building it

A scheduled Claude task pulls Salesforce and your CS tool every Sunday night and has the digest waiting in Slack Monday morning.

02
Route attention items to the owner directly

Instead of a shared list, DM each flagged item to the named owner so nothing needs a second pass to get assigned.

03
Trend the three numbers over time

Push the weekly output into a sheet or BI tool so twelve weeks from now you can see the pattern, not just this week's snapshot.

05 / PART OF A BIGGER PLAY

One skill is the on-ramp.

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