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Cómo pedir trabajo con esta skill instalada
Instalar la skill da un método a tu IA. Tu petición todavía debe aportar los hechos del caso, las restricciones y el entregable esperado.
1Nombra la tarea real
Describe la decisión o el entregable, no solo el tema.
2Aporta la información
Añade materiales, público, límites y hechos conocidos.
3Define qué significa acabado
Fija formato, criterios de calidad y comprobaciones.
Ejemplo de origen
Sustituye los corchetes por tu caso
Cuándo usarla
- Setting up a new CRM from scratch (Salesforce, HubSpot, Pipedrive, Zoho, etc.)
- Your current pipeline doesn't reflect how your sales team actually sells
- Deal stages are too vague to give managers meaningful data
- Forecasting accuracy is poor (stages don't correlate with actual close probability)
- Different teams sell differently (SMB vs. enterprise, inbound vs. outbound, product vs. service)
- Your deal sizes vary so much that a single pipeline doesn't capture the process
- You need a customer success pipeline (post-sale) separate from sales pipeline
Errores que conviene evitar
- Building too many stages — if a rep has to click through 12 stages to close a $5,000 deal, they'll game the system or stop using the CRM; 5-7 stages is the practical maximum for most SMB/Mid-market processes
- Stage names that are vague ("Engaged," "Working," "Active") — these mean different things to different reps and produce inconsistent data; be specific: "Discovery Call Completed," "ROI Calculator Sent"
- Not enforcing required fields at stage transitions — if reps can advance a deal without updating the "Next Steps" or "Close Date" field, your forecasting will be meaningless
- Forgetting the "Closed Lost" stage — deals that are left in a late stage without being marked lost distort the pipeline and create false hope in forecasts; require a loss reason to exit properly
- Building a pipeline once and never updating it — stage probabilities change as your product, market, and sales motion evolve; review and recalibrate quarterly