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PLAYBOOK · LEADERSHIP
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Run the weekly revenue cadence

The Monday number is always a surprise because nobody agrees on what moved it. Turn the weekly number into the operating rhythm instead of a rear-view mirror.

[ SALES OPERATOR ]

Run the weekly revenue cadence

G / Groundthe problem that started all of it
Leadership

The Monday number is always a surprise because nobody agrees on what moved it.

Turn the weekly number into the operating rhythm instead of a rear-view mirror.

A / Assignthe build, block by block, and who owns each one. Open a step to see it run.
HUMAN + AI, IN THE LOOP
The skills run the work. You stay in the loop on the calls that need judgment.
Salesforce01
Turn revenue data into a wrap-up that drives action.
Details
Turn revenue data into a wrap-up that drives action.
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AI
Salesforce02
Build the pipeline report a review actually needs.
Details
Build the pipeline report a review actually needs.
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AI
Salesforce03
Walk into the forecast call with a number you can defend.
Details
Walk into the forecast call with a defensible number.
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AI
Salesforce04
Put the whole GTM funnel on one screen every week.
Details
Put the whole funnel on one screen.
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AI
T / Tie backthe result it drove, and how they know
RESULT · 01

Deal slippage down 50%+

Reporting that drove action, not a dashboard.

OUTPUT · 01

A revenue read

OUTPUT · 02

A pipeline read

OUTPUT · 03

A defensible forecast

OUTPUT · 04

A one-screen digest

The Sales Operator
01 / WHY RUN IT
RUN THIS AND YOU CAN
A revenue read
A pipeline read
A defensible forecast
A one-screen digest
02 / THE RUN, STEP BY STEP

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.

1✓ TESTED
Turn revenue data into a wrap-up that drives action.

A weekly or monthly recap that ends in decisions, not a dashboard screenshot: position vs plan, what moved, the risks, the next moves.

YOU GETPosition vs plan, what moved, sized risks, and owned next moves.
OPEN THE SKILL →
2✓ TESTED
Build the pipeline report a review actually needs.

Coverage, creation, movement, and aging on one page, ending in the deals to decide this week.

YOU GETCoverage vs target, creation vs goal, aging, and a decision list.
OPEN THE SKILL →
3✓ TESTED
Walk into the forecast call with a number you can defend.

Sorts each deal into commit, best-case, or pipeline by evidence, flags one risk, and scripts what to press each rep on.

YOU GETThe evidence-based sort, one risk per deal, and the press question.
OPEN THE SKILL →
4✓ TESTED
Put the whole GTM funnel on one screen every week.

The three numbers that matter, what changed week-over-week, and what needs attention across the funnel.

YOU GETThree headline metrics, one line per stage, and an attention list.
OPEN THE SKILL →
WHERE YOU LAND

A revenue read, a pipeline read, a defensible forecast, and a one-screen digest.

EVERY STEP, TESTED AND PASSED
EVAL RESULTPASS4/4 dimensions
HOW WE EVAL →
Skills resolve
Structure + proof
Example chat
Quality judge
  • 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.
Last eval run 2026-09-12
DEEP EVAL · PASS
THE STANDARD →

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: It's Monday morning and the VP Revenue needs a defensible read before the leadership standup, without re-litigating what moved.

03 / WHO ELSE HAS TO MOVE

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.

REVOPS
Metric definitions and the single source every report pulls from

Without it: Two dashboards disagree and the meeting argues math

FINANCE
Reconciliation between the weekly number and the board number

Without it: The board hears one number and the team runs another

SALES LEADERSHIP
The rep-level truth behind the committed forecast

Without it: The forecast is a mood, restated weekly

CS
Renewal and churn inputs to the revenue read

Without it: The number surprises you from the retention side

04 / SEE IT RUN

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.

EXAMPLE CHATAlex, VP Revenue, running the loop in one sitting
A
It's Monday. Give me where we stand on revenue and what actually moved last week.
S
Step 1· Revenue Report
Here's position versus plan, what moved since Friday, the risks sized, and the moves those risks call for. It ends in decisions, not a dashboard shot.
Receipt
78% to plan with 3 weeks left; two deals slipped, one pulled in, net down $140K.
A
What's the pipeline picture behind that, and what do we need to decide this week?
S
Step 2· Pipeline Report
Coverage, creation, movement, and aging on one page, ending in the specific deals that need a call this week rather than a status update.
Receipt
Coverage 2.8x; 4 deals aged past 60 days at proposal need a decision now.
A
Forecast call is Thursday. Help me get to a number I can defend.
S
Step 3· Forecast Call Prep
I sorted every deal into commit, best-case, or pipeline by the evidence in it, flagged one risk each, and scripted what to press each rep on.
commit$1.2M
reps called$1.6M
Receipt
Commit is $1.2M by evidence, with one press question per slipping deal.
A
Now boil the whole thing to one screen I can drop in the leadership channel.
S
Step 4· Gtm Weekly Digest
The three numbers that matter, what changed week over week, and what needs attention across the funnel. One screen, no scrolling.
Receipt
Three headline metrics, one line per stage, five accounts flagged for attention.
05 / SEE IT IN PRODUCTION

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.

THE BUILD · GTM OPERATING RHYTHM
Reporting That Drove Action
65% → 90%+
forecast accuracy, on a Deal Confidence Score instead of a guess
-50%+
deal slippage, via the Deal Confidence Score
6 motions
one weekly read: leads, deals, expansion, churn, renewals, forecast
2 teams
sales and CS, running the week off one read
WHAT I DID
01
Automate the report itself. The weekly report generated itself from the source of truth, so no one spent a day assembling slides. The time went to the action, not the assembly.
02
Let AI surface what a human read misses. AI read across the whole dataset and pulled the insights a person scanning a dashboard would never see: the account quietly cooling, the team over-consuming its seats, the deal whose activity did not match its stage.
03
Build the sales action layer. The report did not end at a number. It surfaced the hot leads worth working and a deal tracker with every deal risk and next step, each pointed at the rep who could move it.

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
06 / ROLL IT OUT AND INSPECT IT · THE OTHER HALF

A forecast is only as good as the argument it survives

The skills hand a revenue leader the revenue read, the pipeline read, the forecast prep, and the one-screen digest; the cadence earns its slot when the room argues about what to do, not about whose number is right. Here is how a revenue leader runs the hour so it changes the week.

THE FRAMEWORK BEHIND IT
The same-number standard

One agreed source per metric, set before the cadence starts. Any number that cannot be traced to it does not enter the room, and the meeting opens with deltas, not totals.

  1. 01
    Teach the room to read deltas

    Train every presenter to open with what moved since last week and why. The revenue-report and pipeline-report exist so the total is already known before anyone speaks.

  2. 02
    Lock the rhythm and the order

    The gtm-weekly-digest lands before the meeting, the reports run in the same order, and the forecast segment ends with a committed number and its owner. Same day, every week.

  3. 03
    Make every number carry names

    In forecast-call-prep, each committed dollar traces to specific deals. A number without deal names is a mood, and the room should say so.

  4. 04
    Read past calls against the closes

    Once a month, put the last forecast calls next to what actually closed, and coach the gap between confidence and outcome. The cadence learns or it decays.

07 / INSTALL THE WHOLE PLAYBOOK

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.

OR KICK IT OFF IN CHAT
Here is my situation: [describe your workflow or account in a sentence or two]. Walk me through Run the weekly revenue cadence step by step, and run each skill as we go.
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