Sales Pipeline Template Claude Skill — CRM Stage Architecture

Architect a pipeline with stage definitions, exit criteria, conversion benchmarks, and reporting. Works in HubSpot, Salesforce, Pipedrive, Attio, or Notion.

What this Claude Skill does

• Define each stage with crisp entry and exit criteria
• Map conversion benchmarks and average days in stage
• Build the reporting layer — pipeline value, velocity, win rate
• Document the maintenance cadence — weekly hygiene

Built for

• Founders setting up sales infrastructure for the first time
• RevOps leaders rebuilding inherited pipelines
• Agencies standardizing client CRM setups

What's inside

• SKILL.md — the full skill file with frontmatter, methodology, phases, examples, anti-patterns, and recovery
• Step-by-step phases Claude follows to produce a senior-level output every time
• Worked examples with realistic detail you can adapt to your situation
• Anti-patterns + recovery playbook so the work survives edge cases
• Delivery file tree so outputs land organized for you or your client

How a Claude Skill works

This is a Claude Skill — a single SKILL.md file Claude reads as instructions for a specific kind of work. Drop it in your Claude Project, your /mnt/skills/user/ folder, or wherever Claude can read it. Claude triggers the skill automatically when your prompt matches its description, then follows the methodology end to end.

Author

Built by Ukiyo Productions — a strategy-led branding and growth agency. Part of a 100+ skill marketplace built for founders, operators, consultants, and agencies.