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Found 54 Skills
When the user wants help with revenue operations, lead lifecycle management, or marketing-to-sales handoff processes. Also use when the user mentions 'RevOps,' 'revenue operations,' 'lead scoring,' 'lead routing,' 'MQL,' 'SQL,' 'pipeline stages,' 'deal desk,' 'CRM automation,' 'marketing-to-sales handoff,' or 'data hygiene.' For cold outreach emails, see cold-email. For email drip campaigns, see email-sequence. For pricing decisions, see pricing-strategy.
Design the org-wide revenue KPI framework at the macro level - which metrics matter at each org level from board to IC, how they roll up through a reconciling metric tree with explicit math, who owns each branch, which guardrail counter-metrics ride alongside each owned number, and how the set is gated by company stage and business model. Use whenever the user mentions a revenue KPI framework, a metric hierarchy, a KPI tree, a North Star metric, driver metrics, guardrail counter-metrics, NRR, or which revenue metrics each org level should track - even if they never say "framework". Covers B2B and B2C. Do NOT use for writing the board report itself - use mbfinotti/revops-skills@revenue-reporting instead.
Run a periodic, checklist-based hygiene audit over an active pipeline snapshot - stale deals (no stage, close date, or amount change, not logged touches) flagged against segment-specific stage medians, close-date push-count anomalies, and missing forecast-critical fields - producing an exception list with a disposition per flagged deal, a remediation plan, and a pass threshold. Use whenever the user mentions pipeline hygiene, a stale deal audit, pipeline cleanup before a QBR, deals that keep pushing, a close date that keeps slipping, missing fields on deals, or "our pipeline is full of junk" - even if they never say "hygiene". Covers B2B and B2C/high-velocity/PLG. Do NOT use for rewriting stage definitions - use mbfinotti/revops-skills@pipeline-stage-definition-audit instead.
Before starting any RevOps or Sales Ops task, and at the start of every session on an ongoing RevOps project, run this first - it routes the task to exactly one skill of the revops-skills collection or says plainly that none fits, and bootstraps or resumes the project's shared, versioned context artifact so the next session starts warm instead of cold, ending in a short-list plus an ordered skill chain. Run it even when the collection's other skills are already used daily - a new project is a new context. Also use whenever the user mentions a revops kickoff, a new RevOps project, a revops project start, revops or crm skill routing, a periodic RevOps check-in, a recurring RevOps review, "which revops skill do I need", or "where do I start with RevOps" - even if they never name a skill, and even if the request looks like it already belongs to one specific skill. Do NOT use for routing quota-carrying sales tasks - use mbfinotti/sales-skills@sales-kickoff instead.
Design a company's revenue funnel model from scratch, at the macro level - the stage set, the unit of analysis (lead, buying group, account), the model purpose (process vs planning vs forecast), the cohort-based conversion assumptions behind the plan, and the ownership handoffs between marketing, sales, and CS. Use whenever the user mentions funnel design, funnel stages, a funnel model, conversion rate assumptions, a bowtie model, a demand waterfall, MQL to SQL to opportunity definitions, or marketing-sales handoff design - even if they never say "funnel". Covers B2B and high-consideration B2C. Do NOT use for auditing an existing pipeline's stage definitions - use mbfinotti/revops-skills@pipeline-stage-definition-audit instead.
Trace where deals and revenue silently exit one specific funnel and size the loss in recoverable (never gross) dollars - untracked steps, unworked leads, manual handoffs, mid-funnel stalls, paper-process drops, billing and renewal misses - separating real leaks from healthy disqualification and data-capture gaps. Use whenever the user mentions revenue leakage, funnel drop-off, a leaky funnel, deals disappearing, unworked leads, handoff gaps, "where are we losing deals", or "why did pipeline vanish" - even if they never say "leakage". Covers B2B sales-led and B2C/self-serve/PLG, one funnel instance at a time. Takes stage definitions as given - to audit those, use mbfinotti/revops-skills@pipeline-stage-definition-audit instead.
Set org-wide revenue data governance policy - which system is source of truth per object class (account, contact, opportunity, subscription, usage event, revenue metrics), how cross-team data contracts bind producers to consumers, where revenue metric definitions live, and who arbitrates disputes. Produces a per-object SOR/SOT designation table, an identity-resolution spine, a data-contract register, and a federated ownership model. Use whenever the user mentions source of truth, "two ARR numbers", GTM data contracts, revenue data governance, metric definition ownership, or "finance and sales report different numbers" - even if they never say "governance". Covers B2B, PLG/B2C, hybrid. Do NOT use for CRM field-level rules - use mbfinotti/revops-skills@crm-data-governance instead.
Build the complete hiring packet for a RevOps or Sales Ops role - archetype and level decision, outcome scorecard, interview stage map with a competency question bank and anchored rating scales, a work-sample exercise with rubric and debrief, and a 30-60-90 ramp plan branched on seniority and archetype. For the hiring manager or founder recruiting the hire. Use whenever the user mentions hiring a RevOps manager, sales ops interview questions, a RevOps take-home exercise, a scorecard for a first ops hire, or a 30-60-90 for a new ops hire - even if they never say "hiring packet". Does not source candidates or post jobs. Do NOT use for a candidate's own interview prep - use mbfinotti/revops-skills@revops-career instead.
Build and advance a RevOps or Sales Ops career from the candidate's side - place the candidate on the ladder by scope rather than title, close competency gaps, build defensible evidence of structurally invisible work, and prepare the four exercises RevOps interview loops actually run. Produces a career plan with a gap roadmap, an evidence ledger, interview readiness, and a compensation ask. Use whenever the user mentions a RevOps career, a sales ops career path, RevOps interview prep, RevOps certifications, "how do I break into RevOps", "am I ready for a RevOps manager role", or proving impact when nobody notices ops working - even if they never say "career". Candidate side only - for the hiring manager's side, use mbfinotti/revops-skills@revops-hiring instead.
Design and operate CRM field-level governance - who owns each CRM field, which system is authoritative for it, how often it must be refreshed, and how the rules are enforced. Produces a field dictionary, per-field ownership, a system-of-record map with write-precedence and conflict rules, freshness SLAs, an enforcement plan, a field lifecycle, and a governance cadence. Use whenever the user mentions field ownership, single source of truth, system of record per field, data dictionary, stale CRM data, custom field sprawl, "which system wins", or "our CRM fields contradict each other" - even if they never say "governance". Covers B2B and B2C. Do NOT use for org-wide, object-level source-of-truth policy - use mbfinotti/revops-skills@revenue-data-governance-strategy instead.
Build a personalised, time-budgeted watch list of RevOps / Sales Ops information sources - revops podcasts, revops newsletters, revops communities, industry events, and revops people to follow - every source verified still active, with a periodic refresh routine that keeps the list fresh. Use whenever the user mentions a revops radar, staying current in revenue operations, which revops newsletters or podcasts to subscribe to, which revops communities or conferences deserve their time, or who to follow in the field - even if they never say "radar". Tool-agnostic; B2B-SaaS-centric with explicit B2C guidance. Do NOT use for sales-specific sources - use mbfinotti/sales-skills@sales-radar instead.
Audit existing sales pipeline stage definitions against buyer-verifiable milestones and flag the ones built on rep activity instead. Core test - does each stage exit criterion name something the buyer did, said, or agreed to, checkable by two managers independently? Adds stage aging, conversion decay, stage-skip rate, and close-date push diagnostics. Use whenever the user mentions stage definitions, stage exit criteria, stage inflation, stages named after rep activity ("demo scheduled", "proposal sent"), "our stages don't mean anything", or "why is everything stuck in one stage" - even if they never say "audit". Covers enterprise and high-velocity pipelines, B2B and B2C. Do NOT use for designing a funnel stage set from scratch - use mbfinotti/revops-skills@revenue-funnel instead.