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goal-tracking-expert

@WalkerVVV/firstmile-deals-pipeline
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SKILL.md

name goal-tracking-expert
description Self-improving CVM goal tracking expert with automatic learning. Use when: running /cvm-goals, checking pipeline health, stage analysis, goal calculations Triggers on: "cvm-goals", "goal tracking", "stage entry", "micro-actions", "pipeline health", "rubric", "composite score", "weekly goals", "monthly goals", "quarterly goals", "funnel metrics", "archetype"

Goal Tracking Expert

Self-improving expert for CVM (Customer Value Management) goal tracking, pipeline metrics, and sales funnel analysis.

Quick Reference

Item Value
Full Funnel Pattern 15/6/4/4/3/2/1/1
Weekly → Monthly × 4.3
Weekly → Quarterly × 13
Quarterly Distribution Q1=15%, Q2=23%, Q3=28%, Q4=34%

Core Decision Rules

Stage Metric Selection

IF metric = "new_leads" → Use Contacts API (NOT Deals)
IF metric = pipeline stage → Use hs_v2_date_entered_[stageid] property
NEVER count deals currently IN stage → ALWAYS count deals that ENTERED stage in period

Goal Status Thresholds

IF actual/target >= 90% → on_track (green)
IF actual/target >= 70% → behind (yellow)
IF actual/target >= 50% → at_risk (orange)
IF actual/target < 50% → critical (red)

Red Stage Response

IF stage shows red → Look up micro-actions in 02-micro-actions-lookup.md
IF Stage 1 green + Stages 2-4 red → Outreach bottleneck (not sourcing)
Execute next incomplete micro-action → Log to HubSpot → Re-check

Reference Files

File Load When Contents
00-decision-rules.md Always IF-THEN rules for all goal tracking decisions
01-stage-entry-queries.md HubSpot queries Stage entry property names, query templates
02-micro-actions-lookup.md Red stage detected Stage-by-stage micro-actions, WIP limits
03-goal-calculations.md Goal math needed Weekly/monthly/quarterly formulas, archetypes
04-known-failures.md Before any calculation Mistakes to prevent with prevention patterns

Integration Points

Source Files (DO NOT duplicate - reference these)

  • .claude/config/cvm_goals_2026.yaml - Team config, stages, archetypes
  • .claude/config/reps/brett_walker.yaml - Personal goals, weekly pattern
  • .claude/config/GOAL_MICRO_ACTIONS.md - Micro-actions reference
  • .claude/agents/goal_tracker.py - Operational code with STAGE_ENTRY_PROPS

Commands That Trigger This Expert

  • /cvm-goals weekly - Weekly goal dashboard
  • /cvm-goals monthly - Monthly goal dashboard
  • /cvm-goals - Default to weekly

Learning Capture (Post /cvm-goals)

After every /cvm-goals run, check for:

  1. New patterns discovered - Add to expertise.yaml learned_behaviors.successes
  2. Calculation corrections made - Add to expertise.yaml learned_behaviors.failures
  3. Edge cases encountered - Document in 04-known-failures.md

Update expertise.yaml version when learning occurs:

  • Patch version (1.0.X) for new learnings
  • Minor version (1.X.0) for new patterns
  • Major version (X.0.0) for structural changes

ADHD Execution Loop

When /cvm-goals shows red stages:

1. /cvm-goals weekly → See dashboard with red indicators
2. Find red stage → Look up micro-actions (02-micro-actions-lookup.md)
3. Execute single micro-action → Log to HubSpot
4. Repeat until stage turns green or WIP limit reached

Diagnostic Patterns

Pattern Diagnosis Action
Stage 1 green, Stages 2-4 red Outreach bottleneck Focus on follow-ups, not sourcing
All stages red Systemic issue Check data integrity, review archetype
Stage 1 red only Lead generation gap Brand Scout, prospecting
Late stages red Conversion issue Review proposals, follow-up cadence