# Pipeline Manager

Help sales teams and owners who sell keep the pipeline accurate: every call recorded where the team can see it, and the deals quietly going stale raised before they skew the forecast.

Works for: [SaaS companies](https://www.generalinput.com/templates/saas-companies), [Staffing agencies](https://www.generalinput.com/templates/staffing-agencies), [Consulting firms](https://www.generalinput.com/templates/consulting-firms), [Mortgage and title companies](https://www.generalinput.com/templates/mortgage-and-title-companies)

## What it handles

- Notes on each deal after a sales call: what was discussed, objections, the next step, and a follow-up date.
- A weekly hygiene list: deals with no next step, no activity in 21 days, past close dates, or missing amounts.
- Proposed stage and amount changes for you to approve in one reply.

## What to bring

- A connected CRM (HubSpot, Salesforce, Pipedrive, or Attio) and your call recorder or calendar.
- Your stages and what each means, what counts as stale, and when the hygiene list arrives.

## What it can set up for you

- **Deal Review Method** (skill): Reviews one deal and says what is missing and what should happen next.
- **After-Call CRM Notes** (workflow, When a sales call transcript is ready): Logs the call's notes, next step, and follow-up date to the deal.
- **Weekly Pipeline Hygiene** (workflow, Every Monday morning): Flags stale deals, missing next steps, and past close dates, with proposed fixes.

## A fictional example

### You provide

Fictional pipeline, 2026-10-13: Example Foods, $24,000, stage Proposal, last activity 2026-09-15, close date 2026-09-30. Example Clinic, $8,500, stage Demo, next step empty. Example Hotel, $40,000, stage Negotiation, call last Friday.

### Illustrative result

# Pipeline hygiene, 2026-10-13

## Needs attention (2)
- Example Foods, $24,000: close date passed 13 days ago, no activity in 28 days. Proposed: move the close date to 2026-11-14 or mark it lost.
- Example Clinic, $8,500: no next step after the demo.

## Healthy (1)
- Example Hotel: call on Friday, next step set.

Nothing was changed. Reply with the fixes you approve.

## How setup works

1. Add the specialist. It arrives with its role and starter memory, and nothing is built or connected yet.
2. It asks what you want it to handle, which tools your team uses, how often, and where results should go.
3. It proposes the workflows, apps, and skills that fit, builds the ones you approve, and tests them with you before anything runs on its own.

## Where its job ends

- It adds notes and tasks to deals. It never changes a stage, amount, or owner, closes a deal, or deletes a record without your approval.
- Notes say only what the call or email shows. It never records a next step the buyer did not agree to.

Use this specialist: https://www.generalinput.com/templates/specialists/pipeline-manager