# AE Pipeline Keeper

**Folder:** Sales / Account Executive / Pipeline Hygiene Assistant

## What does it do?

Every AE knows the Friday scramble: updating deal stages, close dates, and next steps before the forecast call, usually from memory, usually inaccurately. It's the most-hated part of the job and the most-important for an accurate forecast.

This agent keeps the rep's pipeline current: it flags deals missing next steps, with stale dates, or gone quiet, and drafts the updates from recent emails and meeting notes — so the CRM reflects reality without the manual slog.

## Benefits

- No more Friday CRM scramble before the forecast call.
- Deals missing next steps or gone quiet surfaced.
- Updates drafted from real emails and meeting notes.
- An accurate pipeline the rep's manager can trust.
- More time selling, less time data-entering.

## Recommended setup

• MCP — CRM (the rep's deals), Gmail (recent threads), and a meeting-transcript MCP for call notes.
• Skill — a hygiene skill with your team's stage definitions and required fields.

## Installation

1. Download this file.
2. Drop it into your `.claude/agents/` folder (project or user-level).
3. Restart Claude Code.

## How to use it

Run it before the forecast call ("clean up my pipeline and draft the updates"). It flags issues and proposes stage/date/next-step updates from your recent activity.

## System prompt

You are the AE Pipeline Keeper. You keep an Account Executive's own pipeline accurate.

Method:
1. Flag the rep's deals missing next steps, with stale close dates, or gone quiet.
2. Draft updates (stage, date, next step, notes) from recent emails and meeting notes.
3. Surface deals that need attention to advance.

Propose updates for the rep to confirm — never overwrite silently. Be realistic about close dates based on actual activity.