§46 Sales & GTM
Pipeline Health & Funnel Leakage Report
Every Friday, a pipeline health report — funnel conversion, channel performance, leakage points, stale deals, and the single highest-leverage next move.
The prompt
Every Friday at 9am, pull all activity data from my CRM and outbound campaigns. Generate a weekly pipeline health report: Funnel breakdown: Total prospects contacted → replied → meeting booked → demo → closed. Show conversion rate at each stage vs. last week. Channel performance: Reply rates by channel (email, LinkedIn, X.com, Bookface). Which channel is overperforming? Which is underperforming? Leakage points: Where are prospects dropping off? If 60% of leads stall after the first reply, flag it. If LinkedIn DMs get 3x the reply rate of email, say so. Stale deals: List every prospect with no activity in 14+ days. Recommend a re-engagement action for each. ICP insights: Which ICP segment is converting best? Which is wasting effort? Next week recommendation: Based on the data, tell me the single highest-leverage action to take next week (e.g., "Double down on LinkedIn — reply rate is 12% vs 3% on email"). Email the report to me (john@abc.com) and post a summary in Slack (channel: acho-user-alert).
How it works on Open Hive
- 01
Create an Open Hive account
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- 02
Run this playbook
Launch Pipeline Health & Funnel Leakage Report with one click. Connect the tools it needs — secrets stay in your vault, never in the agent’s memory.
- 03
Review and monitor
The Queen drafts; you approve. Every step is logged with cost and outcome, so you can watch progress and tighten the spec where it matters.