crm-pipeline
Obsidian-native sales pipeline management. Track deals through stages, log activities, review pipeline health, and never lose a follow-up.
Inputs
- deal-template — Deal template used when adding a prospect.
- profile — Company or client profile — entity and relationship context.
- transcript — Meeting transcript or call notes
- scope — `company`, or a client-id under — a string with one reserved value, not a closed set
- deals — Existing deal notes used as context for updates and stage progression.
- partner-profiles — Partner profiles — status, relationship type, agreement type, open questions.
- partner-agreements — Agreement notes whose `status:` sets the recorded agreement state.
How you ask
- Update the pipeline stage for the Acme Corp deal
- Review all deals in the negotiation stage
- Add a new prospect to our sales pipeline
- Run a pipeline health report for this quarter
Outputs
- output (markdown)
- partner-agreement-rollup (markdown)
- pipeline-health (markdown)
- pipeline-review (markdown)
Levelbeginner
Inputconversation
Outputdocument
Setup[none]
Roles[CEO / Founder, Head of Sales]