Find the funnel leak and fix it
Demo-to-proposal has quietly halved and nobody noticed until the forecast call. Diagnose the leak and close it. If the real question is whether this quarter's number is real, run diagnose-the-miss first; run this once you know which stage and which reps need to change.
Find the funnel leak and fix it
Demo-to-proposal has quietly halved and nobody noticed until the forecast call.
Diagnose the leak and close it. If the real question is whether this quarter's number is real, run diagnose-the-miss first; run this once you know which stage and which reps need to change.
Details
Details
Details
Details
The metrics the room stopped arguing with
Pinned funnel definitions turned a diagnosed leak into a coaching plan reps could actually run on.
The leak named
The metrics pinned
The coverage math
A coaching plan per rep
The workflow that solves it, one step at a time.
Each step is the plain question you are already asking. The skills answer them in order, one handing its receipt to the next.
Finds the leak, the accounts to work next, and where the scoring model is quietly letting you down.
Conversion by stage, velocity, and win rate with every definition pinned, and the leak named.
Forward-looking coverage math per channel and per rep, so you see the gaps before they cost you the number.
Turns rep data into a specific coaching priority per person, plus the team-level pattern underneath them.
The leak named, the metrics pinned, the coverage math, and a coaching plan per rep.
- All 4 chained skills resolve to real, scored skills.
- Has a problem, an outcome, 2+ steps, and proof from a real build.
- Ships an example chat showing the play run in Claude.
- Reads in plain operator voice, grounded in a real build.
We did not just check the structure. A judge read this play against the full text of every skill it chains (composition), then ran it on a real scenario end to end (simulated). It passed both. Test scenario: A VP Sales sees Q3 coming in soft and can't name the stage that's actually broken.
This play runs across the org, not inside sales.
Every function below owns a piece of the play. Skip one and it stalls where most GTM plays stall: in the handoff.
Without it: The diagnosis is right and nothing changes
Without it: Sales coaches harder at a problem coaching cannot fix
Without it: The team fixes the leak and still misses the number
Watch the skills answer in order.
Describe your situation in plain language. The right skill fires on its own and hands its receipt to the next.
Before you run it, I ran it for real.
This workflow is genericized from a real build. Here is the number it moved, and what I actually did.
WHAT I DID ›
A report a leader reads and a report a team acts on are different objects. Automate the assembly, let AI surface the insights a human read misses, and build an action layer for every motion, sales and CS, so one weekly read drives hot leads, expansion, churn saves, renewals, and a forecast the team trusts. The report becomes the operating rhythm, not the rear-view mirror.
Dig into the full build →The diagnosis is only as good as the coaching after it
The skills hand a RevOps leader the leak, the pinned math, the coverage read, and a per-rep plan; the funnel actually changes in the one-on-ones where a manager coaches a specific rep on a specific stage. Here is how a RevOps leader gets the diagnosis off the dashboard and into those rooms.
One working session where the leak gets named with funnel-metrics numbers pinned in advance, and nobody leaves without an owner, a coaching plan, and a re-check date on the same stage.
- 01Teach managers the stage reads
Train frontline managers on what a halved demo-to-proposal rate means and does not mean, so they trust the strike-zone-analyst read enough to coach from it.
- 02Pin the math before the room
The funnel-metrics numbers get agreed before the meeting, not during it. The session argues the fix; the spreadsheet argument happens in advance or not at all.
- 03Put a re-check date on every fix
Each named leak carries a date to re-read the same stage. No re-check, no closure: the leak is presumed open until the numbers say otherwise.
- 04Coach one rep plan per week
The coaching-analyst output is a list of per-rep gaps. Walk one rep's plan in the manager cadence each week, and inspect whether last week's plan changed a behavior.
One plugin. 4 skills, bundled.
The whole playbook installs as a single plugin in Claude Code, no copy-pasting 4 times. Or grab any single step above. It runs on what you paste; connect your stack to go live.