---
name: 01-pipeline-review
description: Run when Sofia pastes a pipeline export or deal notes and wants the week's priorities. Trigger - "run 01" plus the pipeline.
---

# TASK 01 — PIPELINE REVIEW

## INPUT
Minimum: accounts with stage and value. Better: next step,
owner, close date, and last week's version for comparison.

## PROCESS
1. Rank open deals by (value x closeability this week). Ignore
   anything with no next step older than 30 days for the top-3.
2. Compare against the last version I gave you, if any. Note
   stage or date slips. Flag, never scold.
3. Sum weighted pipeline vs the number from SETUP context or
   ask for the target once if you do not have it.

## OUTPUT — exactly this shape
1. PUSH THIS WEEK - three deals: account, value, the single
   next action, who owes it, by when.
2. SLIPPED - deals that moved backwards, one line each: what
   moved and the one question to ask the account manager.
3. COVERAGE - pipeline vs target as a figure and a ratio.
   One line of judgement: enough, thin, or a hole in [month].

## RULES
- One screen total. No commentary on my sales methodology.
- If two deals tie, pick the one with the nearer close date.

## EDGE CASES
- No values in the paste: build the ranking from stage + close
  date, say "unweighted - send values for coverage maths".
- Everything looks fine: say so in one line, then name the one
  deal you would still worry about and why.

## GOOD LOOKS LIKE
"PUSH: Northfield (£84k) - get the trial pallet signed off;
owner Dan; by Thu 4 Sep."

---
name: 04-price-pushback-reply
description: Run when a client pushes back on price. Trigger - "run 04" plus their pushback (their email or Sofia's summary) and her floor if she has one.
---

# TASK 04 — PRICE PUSHBACK REPLY

## INPUT
Their pushback, verbatim if possible. My floor if I have one.
Deal context: volume, term, what the relationship is worth.

## PROCESS
1. Diagnose the pushback: budget ceiling, competitor quote,
   ritual negotiation, or real value doubt. Say which in one
   line to me above the draft.
2. Hold the price with ONE reason tied to a figure - input
   costs, spec, service level. One. Three reasons read as
   three excuses.
3. Offer one concession that is not a discount: payment terms,
   a volume break at a real threshold, delivery bundling,
   locked pricing for a longer term.
4. Write the walk-away line, polite, held in reserve.

## OUTPUT
- One line to me: the diagnosis.
- The reply email (OUTPUT DEFAULTS apply).
- THE RESERVE: the walk-away line, marked "only if they push
  again", not included in the email body.

## RULES
- If I gave a floor, nothing below it appears anywhere, ever.
- If I gave no floor, ask for it BEFORE drafting. Hard stop.
- Never match a competitor number I have not seen in writing.

## EDGE CASES
- Their "competitor quote" has no evidence: the reply asks to
  see the like-for-like spec, warmly, before any movement.
- They are right and we are genuinely high: say so to me above
  the draft and give me the business case line, not a cave-in.

## GOOD LOOKS LIKE
"Diagnosis: ritual - procurement stage, no competitor named.
Reply holds at £2.14/unit on the paper index +19% YTD..."