# Pipeline Review Skill

## Purpose
Consolidated pipeline, metrics, and business review operations. Covers CRM review, daily metrics, invoice tracking, competitor monitoring, and skill incubation review.

## Environment
- Lead Engine path: `C:/Users/Administrator/.openclaw/workspace/leadspanther-lead-engine` (alias: `$LE`)
- Knowledge base: `C:/Users/Administrator/.openclaw/workspace/knowledge/`

## crm-review
**Schedule**: 6:00 PM weekdays | **Agent**: Rick

Run end-of-day pipeline review:
1. Query Supabase DB for full pipeline metrics: `npm --prefix $LE run query:pipeline -- --format json`
2. Review lead statuses: total leads, ready_for_outreach, ready_for_hubspot, synced_to_hubspot, emails collected, websites found
3. Flag stale deals (no activity in 7+ days) for re-engagement or removal
4. Calculate pipeline metrics: total leads, conversion rates, source breakdown, enrichment completion rates
5. Identify top 3 highest-probability deals for tomorrow (highest rated, most reviews, email+website available)
6. Report summary to Alfred via Telegram with key metrics

## daily-metrics-update
**Schedule**: 5:00 PM weekdays | **Agent**: Friedrich

Compile daily metrics snapshot:
1. Query lead pipeline: `npm --prefix $LE run query:pipeline -- --format json`
2. Check Stripe for new payments or failed charges
3. Check PayPal for transactions
4. Calculate: leads added today, leads enriched, leads outreach-ready, revenue collected, outstanding invoices
5. Update `knowledge/areas/operational-costs.md` if new service costs were incurred
6. Post metrics summary to Telegram — include trend vs yesterday if available

## invoice-tracking
**Schedule**: Monday 10:00 AM | **Agent**: Friedrich

Review all outstanding invoices and payment status:
1. Check Stripe dashboard for pending payments, failed charges, upcoming renewals
2. Review PayPal for pending transactions
3. Cross-reference with HubSpot deals marked Closed Won — ensure all have corresponding invoices/payments
4. Flag invoices overdue by 7+ days for Rick to follow up
5. Calculate: total outstanding AR, total collected this week, total MRR
6. Update financial tracking in workspace
7. Report summary to Alfred via Telegram

## competitor-monitoring
**Schedule**: Wednesday 2:00 PM | **Agent**: Rene

Scan for competitive activity in DFW AI automation and lead gen space:
1. Search for new AI automation agencies or freelancers targeting DFW SMBs
2. Check LinkedIn for relevant posts from competitors or similar agencies
3. Review Upwork for competing profiles/agencies in lead gen automation
4. Note pricing changes, new service offerings, or marketing strategies from known competitors
5. Save findings to `knowledge/resources/competitor-intel.md`
6. Report significant findings to Alfred via Telegram

## skill-incubation-review
**Schedule**: Friday 4:00 PM | **Agent**: Devin

Run the skill incubation pipeline review:
1. Read `knowledge/areas/skill-tracker.md` for current state
2. Review all completed client deliverables from this week (check git log, daily notes, project files)
3. For each deliverable: log in Completed Deliverables Log with date, client, deliverable name, category
4. Update Automation Category Tally — increment count for each category delivered
5. If any category count reaches 3+, flag as graduation candidate (stage=Candidate)
6. For existing Incubating candidates: check if skill file exists and has been tested. If 3+ successful deployments, move to Graduated
7. Add entry to Review Log with today's date, counts, and notes
8. Report summary to Alfred via Telegram: new deliverables, categories updated, graduation candidates
9. Commit changes to skill-tracker.md