---
name: al-135-ask-your-crm-agent-exact-pipeline-and-win-rate-questions
description: "Treat your CRM as something agents can query directly for exact answers on win rates, weighted pipeline, and risky accounts, like Attio's October 2026 hybrid architecture where Ask Attio and SQL let teams answer questions such as which lead sources win deals over $50,000 without exporting data. Use when the user wants help with pipeline analytics (sales) for a small business."
---

# Ask your CRM agent exact pipeline and win-rate questions

Treat your CRM as something agents can query directly for exact answers on win rates, weighted pipeline, and risky accounts, like Attio's October 2026 hybrid architecture where Ask Attio and SQL let teams answer questions such as which lead sources win deals over $50,000 without exporting data.

## Inputs to collect first
Ask the user for anything below that they haven't already given you. Don't guess missing facts.

- Attio / Salesforce / HubSpot
- Last 12 months

## Instructions

Do the task below with the user's inputs in place of each [bracket].

You have read access to my CRM ([Attio / Salesforce / HubSpot]). Answer this question with exact numbers and the logic you used: [e.g. which lead sources have the highest win rate on deals over $50,000 / weighted pipeline by region and owner / open opportunities tied to churned customers]. Show a short table of results, name the filters and date range you assumed ([last 12 months] unless I say otherwise), and list any records you excluded and why. Don't create, update, or delete any CRM records, and don't email anyone. If you need a SQL-style query, show it so I can inspect it.

## Safety checks (share these with the user)

- Check every figure, price and total against your own records before anything is sent, posted or booked. A person approves refunds, discounts, payments and price changes.
- Remove names, contact details, account numbers and other personal data the task doesn't need before you paste, and check your AI tool's data and training settings.
- Check names, dates, numbers and any claim against your own source material before you use the answer. AI can misread or invent details.
- Say clearly which parts need a person to review or approve before anything is sent, paid, posted or filed.

## About this skill

- Works with: Attio, Claude, ChatGPT, Cursor, MCP
- Based on this real-world example: https://attio.com/blog/introducing-the-architecture-for-agentic-revenue
- Free prompt from AgentPlaybook Real Estate: https://agentic-library.netlify.app/prompt/al-135-ask-your-crm-agent-exact-pipeline-and-win-rate-questions/
- To install in an agent that supports Agent Skills, save this file as SKILL.md in a folder with the same name as `name` above (for example in your skills directory). Install steps for Claude.ai, Claude Code, Cursor and Codex: https://agentic-library.netlify.app/skills/