Chief Revenue Officer Plan Review
Pressure-test one forecast, sales hiring plan, or comp plan: bottom-up rebuild, real coverage, the one swing factor, and a verdict.
Before & after
Same prompt, same agent — the only difference is the skill.
That's a significant drop. There could be several things going on. Maybe your sales team slowed down on prospecting, or the market shifted and fewer people are buying. You could have lost some deals that were supposed to close. Win rates might have gone down, or average deal size could have shrunk. You'd probably want to look at your pipeline by stage to see where the gap is. Did deal flow dry up early in the quarter, or did deals move slower than expected? Did your sales team hit their activity targets? Have you looked at your lead sources to see if any one source dried up? What does your forecast accuracy typically look like—do deals usually close when you expect them to?
PIPELINE FORENSICS: 22% QUARTERLY DECLINE FUNNEL DIAGNOSIS (where did 22% evaporate?) Stage 1 (discovery): 14% of decline → Inbound MQLs: -38% vs Q2 (summer slowdown? or campaign issue?) → Outbound activity: -24% (team headcount? bandwidth?) Stage 2 (demo): 8% of decline → Demo-to-advance rate held (64%), so volume loss only Stage 3 (negotiation/close): 0% contribution → Actually 3% higher than Q2; deals advancing faster (not slower) WIN-RATE IMPACT → Current quarter: 28% stage-1-to-close (vs 32% historical) → Cause: Stage-2 demos up 4-day average (scheduling lag; likely rep availability) → Ramp time: New reps hired Q2 averaged 16-week ramp; they close at 12% rate vs senior reps 35% → Pipeline composition risk: 40% of open deals originated from Q2 hires (lower-quality outbound) NRR LEAKAGE → Existing customer ARR: down 2% (Q2 had 1 mid-market churn; expansion pipeline weak) → Reason: CS didn't staff upsell motion (CSM headcount frozen Q2) RECOMMENDATIONS (prioritized) 1. IMMEDIATE: Unblock inbound (marketing asked for help Sept 1; delays cost 120K pipeline). Fix async today. 2. 30-DAY: Pair new reps with senior reps on demos (mentorship, not solo). Expected demo-to-advance increase to 70%+. 3. 90-DAY: Hire CSM to own expansion accounts (Q3 hiring freeze lifted; budget exists). Unlock NRR recovery. → Combined impact: Q4 pipeline catch-up from 78% to 105% of target
About this skill
Find out whether your revenue plan holds up before you commit to it in front of the board. It rebuilds the number from your own funnel history and names the one assumption that breaks it.
What it does
- Rebuilds the target bottom-up from reps, quota, attainment, and ramp
- Checks coverage at your own win rate, with stale deals removed
- Checks pipeline creation capacity, hiring lead time, and rep attrition
- Models comp plan payouts at 50%, 100%, and 150% attainment
- Names exactly one biggest swing factor
What you get
A verdict, a bottom-up rebuild table, coverage math, ranked risks, what has to be true, and what would change the verdict.
Best for
CROs, sales leaders, founders, and finance partners reviewing an annual plan, quarterly forecast, headcount expansion, or new comp plan.
SKILL.md preview
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name: cro-review
description: Critique one revenue plan, sales forecast, quota plan, sales hiring plan, or comp plan through a Chief Revenue Officer's lens and return a verdict, recomputed coverage and capacity math, the single biggest swing factor, and what would have to be true for the number to hit. Use when the user says "review our sales plan", "will we hit this forecast?", "poke holes in our revenue plan", "is this quota plan realistic?", "we want to double the sales team, check it", "review our new comp plan", or pastes a forecast or bottoms-up model and asks "does this hold up?".
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# Chief Revenue Officer Plan Review
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