Create a Sales Pipeline Your CRM Will Actually Follow
Design a clean, stage-by-stage sales pipeline with your AI assistant, then approve it before anything goes live.
It designs a new sales pipeline with named, ordered stages that map the real journey a deal takes, then sets it up in your CRM once you approve.
Any AI assistant that reads a SKILL.md file (Claude, Claude Code, Cursor, or Codex). No separate app, no subscription, and no API key are required to design the pipeline; you only connect your own CRM when you are ready to create it.
Works with
Create Pipeline is a downloadable AI skill that helps you build a sales pipeline the right way: clear, ordered CRM pipeline stages that mirror how deals really move from first contact to closed. Instead of copying a generic sales pipeline template into a spreadsheet, you describe your sales process in plain language and the skill proposes a named funnel structure, confirms the stage names with you, and only then stands up the pipeline in your CRM. Drop the SKILL.md into Claude, Cursor, or Codex, and you get a repeatable way to design, review, and launch sales funnel stages without guesswork, dashboards, or a monthly subscription.
- A ready-to-use sales pipeline with logically ordered stages, not a blank spreadsheet
- Stage names that match how your team actually sells, so nothing gets misfiled
- A preview and approval step before anything is created, so you stay in control
- Faster CRM setup: go from an idea to a working funnel in minutes, not hours
- A consistent pipeline structure you can reuse for new products, regions, or teams
- Clear visibility into where every deal sits, from new lead to closed
- 1Drop the skill into your assistant
Add the SKILL.md file to Claude, Claude Code, Cursor, or Codex. There is nothing to install and no API key to design the pipeline.
- 2Describe your sales process
Tell it how you sell in plain language: how leads come in, when you send a proposal, how you close. The skill turns that into a proposed pipeline.
- 3Review the proposed stages
You get a named pipeline with ordered stages (for example: New Lead, In Progress, Meeting Booked, Proposal Sent, Contract, Closed). Rename, reorder, add, or remove any stage.
- 4Approve before anything is created
The skill always shows you the full pipeline name and stage list and waits for your explicit go-ahead. Nothing is created in your CRM until you confirm.
- 5Connect your CRM when ready
When you approve, point it at your own CRM account. It creates the pipeline and stages exactly as reviewed, with no surprise changes.
- 6Get your working pipeline and next steps
You receive a confirmed, live pipeline plus a plain summary of the stages so your team knows how to use it from day one.
- A named sales pipeline with ordered, ready-to-use stages
- A clear list of CRM pipeline stages mapped to your real sales journey
- A preview you approve before anything goes live in your CRM
- A plain-language summary of what each stage means and when to move a deal
- A reusable pipeline structure you can apply to new offers or teams
New product or service line
Spin up a separate pipeline with its own stages when a new offer needs a different sales journey than your main funnel.
Refine an existing funnel
Use it to rethink and rename stages so your pipeline reflects how your team truly sells, before you rebuild it in the CRM.
Team or region rollout
Reuse a proven stage structure to stand up matching pipelines for a new team, territory, or market quickly and consistently.
SKILL.md · README.txt · LICENSE.txt — Single-seat commercial use. Do not resell or redistribute the file. Compatible with Claude, Claude Code, Cursor, Codex.
What is the Create Pipeline skill?
It is a SKILL.md file you add to your AI assistant that helps you design a new sales pipeline with clear, ordered CRM stages and then set it up in your CRM after you approve it.
Does it work with Claude, Cursor, and Codex?
Yes. It works with any AI assistant that reads a SKILL.md file, including Claude, Claude Code, Cursor, and Codex.
Do I need to install anything or pay a subscription?
No. There is nothing to install, no separate app, and no monthly subscription. You only connect your own CRM account when you are ready to create the pipeline.
Will it change my CRM without asking?
No. The skill always previews the pipeline name and full stage list and waits for your explicit approval. It only creates the pipeline once you confirm, so you stay in control.
How is this different from a sales pipeline template?
A template is a static file you fill in by hand. This skill designs stages around your actual sales process, checks the names with you, and builds the pipeline directly in your CRM.
Do I need design or coding skills to use it?
No. You describe your sales process in plain language. The skill handles the structure, the stage naming, and the setup for you.
An AI skill is a small, reusable instruction file (a SKILL.md) that teaches an AI assistant to do one job well. Create Pipeline is exactly that: a Claude skill / AI agent skill you drop into your own assistant and run on demand, with no app, no subscription and no lock-in. You own the file forever.
It runs in Claude, Claude Code, Cursor, Codex and any assistant that reads a SKILL.md or a system prompt. Because it is just text, it is fully portable, and if it needs something to run, create pipeline asks you for it first instead of inventing.
Creators reach for it as a podcast clips AI and an AI podcast clip generator, to turn a podcast into Shorts and to pull podcast highlights automatically, finding the best podcast moments without scrubbing the whole episode.
- Download the file after checkout you get the SKILL.md plus a short README and your license.
- Add it to your AI drop SKILL.md into your skills folder (for example
.claude/skills/) or paste its contents as a custom instruction. - Run it ask your AI to use Create Pipeline, give it what it asks for, and it does the work.
Get this skill plus every other one in a single agent bundle, ready to drop into your AI.
Ready to run Create Pipeline?
Create Pipeline
It designs a new sales pipeline with named, ordered stages that map the real journey a deal takes, then sets it up in your CRM once you approve.
SKILL.md (plain text, nothing runs on your machine) plus a README and your license.Checkout opens soon. Get early access and I will send you the link the moment it is live.
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