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sales

crm-pipeline

Manages HubSpot CRM pipeline and client deals.

Obsidian-native sales pipeline management. Track deals through stages, log activities, review pipeline health, and never lose a follow-up.

Difficulty

beginner

Input

conversation

Output

document

Needs

none

Used by

CEO / Founder, Head of Sales

What it needs

• transcript — Meeting transcript or call notes
• scope — Company or client-id
• deals — Existing deal notes used as context for updates and stage progression.

What you get

• output (markdown)
• pipeline-health (markdown)
• pipeline-review (markdown)

Ask it like this

• 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