| name | pipeline |
| description | Deal-level coaching with diagnosis, stakeholder strategy, and next-step recommendations. Use when user says "help with this deal", "deal is stalled", "how to close", "competitive deal", "multi-thread", "deal coaching", or mentions a specific stuck deal. |
/octave:pipeline - Deal Coach
Deal-level coaching and strategy. Diagnose stalled deals, plan multi-threading, counter competitive threats, engage executives, and generate deal-specific next steps — all informed by your library's Motion ICP narratives and real conversation data.
Usage
/octave:pipeline [mode] <account> [--contact <email>] [--competitor <name>]
Modes
/octave:pipeline # Interactive - describe the deal
/octave:pipeline stalled acme.com # Deal is stuck
/octave:pipeline multi-thread acme.com # Expand to more stakeholders
/octave:pipeline competitive acme.com --competitor "Acme" # Competitor entered the deal
/octave:pipeline executive acme.com # Need executive engagement
/octave:pipeline close acme.com # Final stage strategy
/octave:pipeline expand acme.com # Customer expansion / upsell
Instructions
When the user runs /octave:pipeline:
Step 1: Understand the Deal Situation
If no mode specified, ask:
Tell me about the deal. What's happening?
DEAL CHALLENGES
1. Stalled - Deal has gone quiet or lost momentum
2. Multi-thread - Need to engage more stakeholders
3. Competitive - A competitor has entered or is threatening
4. Executive - Need to get executive buy-in
5. Close - Deal is in final stages, need to close
6. Expand - Existing customer, upsell/cross-sell opportunity
7. Other - Describe the situation
Your choice:
Then gather context:
A few more details:
1. Account: [company name or domain]
2. Primary contact: [name or email, if known]
3. Deal stage: [Where is it in your pipeline?]
4. How long at this stage: [days/weeks]
5. What happened last: [last interaction or event]
6. Any other context: [budget, timeline, blockers]
Step 2: Research the Deal
# Enrich the company
enrich_company({ companyDomain: "<domain>" })
# Qualify the company
qualify_company({ companyDomain: "<domain>" })
# Research the primary contact
enrich_person({
person: {
email: "<email>",
companyDomain: "<domain>"
}
})
# Qualify the contact
qualify_person({
person: {
email: "<email>",
companyDomain: "<domain>"
},
additionalContext: "This is an active deal. Evaluate persona fit and likely buying role."
})
# Check for conversation history
list_events({
startDate: "<365 days ago>",
filters: {
companyDomains: ["<domain>"]
}
})
# Get findings from past interactions
list_findings({
query: "objections pain points next steps commitments",
startDate: "<365 days ago>",
eventFilters: {
companyDomains: ["<domain>"]
}
})
# Match to Motion ICP cell for this deal's persona × segment
list_motions() # find the Motion for the offering being sold (and motion type, e.g. NET_NEW)
list_motion_icps({ motionOId: "<motion_oId>" }) # see the persona × segment matrix
find_motion_icp({ motionIcpOId: "<motion_icp_oId>", includeLearnings: true }) # full cell narrative + Learning Loop learnings
# If a Custom Motion Playbook (COMPETITIVE / MILESTONE / ACCOUNT / THEMATIC) is more relevant:
list_motion_playbooks({ motionOId: "<motion_oId>" })
get_motion_playbook({ motionPlaybookOId: "<mp_oId>" })
# Get competitive intel if relevant
search_knowledge_base({
query: "<competitor name or signals>",
entityTypes: ["competitor"]
})
# Get proof points for this situation
search_knowledge_base({
query: "<company industry> <deal stage> results",
entityTypes: ["proof_point", "reference"]
})
Step 3: Generate Mode-Specific Coaching
Mode: Stalled Deal
See mode-stalled-output.md for the Stalled Deal mode output template.
Mode: Multi-Thread
See mode-multi-thread-output.md for the Multi-Thread mode output template.
Mode: Competitive
See mode-competitive-output.md for the Competitive mode output template.
Mode: Executive Engagement
See mode-executive-output.md for the Executive Engagement mode output template.
Mode: Close / Expand
Generate appropriate coaching for closing or expansion scenarios following the same pattern: diagnosis, strategy, specific actions, messaging, and follow-ups.
Step 4: Offer Follow-Up Actions
Always end with actionable next steps:
What would you like to do next?
1. Draft the recommended email/message
2. Generate full call prep for next meeting
3. Research a specific stakeholder
4. Get competitive intelligence
5. Analyze past conversations for patterns
6. Create a deal-specific one-pager
7. Done
MCP Tools Used
Research
enrich_company - Account intelligence
enrich_person - Stakeholder research
qualify_company - ICP fit assessment
qualify_person - Persona matching
find_person - Stakeholder discovery
Intelligence
list_events - Conversation and deal history
list_findings - Extracted insights from interactions
get_event_detail - Deep dive into specific interactions
search_knowledge_base - Competitors, proof points, references
list_motions / list_motion_icps / find_motion_icp - Pull the Motion ICP cell for this deal's persona × segment (Strategic narrative, Pains and consequences, Benefits and impacts, Methodology, References, plus Learning Loop learnings)
list_motion_playbooks / get_motion_playbook - Pull Custom Motion Playbooks (COMPETITIVE, MILESTONE, ACCOUNT, THEMATIC) when a specific angle fits the deal better than the Default Motion Playbook
Content Generation
generate_email - Outreach and follow-up drafts
generate_content - Talk tracks, one-pagers, executive messaging
generate_call_prep - Meeting preparation
Error Handling
No Conversation History:
No previous interactions found with [Company].
I'll base coaching on your library intelligence and general deal patterns.
As you log calls and emails, coaching will get more contextual.
Contact Not Found:
Couldn't find [contact] at [Company].
Options:
- Provide their email or LinkedIn
- I'll search for stakeholders at the company
- Proceed with company-level coaching
No Matching Motion ICP:
No Motion ICP cell matches this deal's persona × segment perfectly.
Using closest match: [Motion ICP cell]
If this is a recurring scenario, consider creating a Custom Motion Playbook
(THEMATIC, MILESTONE, ACCOUNT, or COMPETITIVE) layered on the relevant Motion:
/octave:library create motion-playbook
Related Skills
/octave:research - Deep research on any stakeholder
/octave:battlecard - Full competitive intelligence
/octave:abm - Complete account plan (broader than deal-level)
/octave:generate - Quick content generation
/octave:wins-losses - Learn from similar deal outcomes
/octave:analyzer - Analyze a specific conversation from this deal