Individual skill

multi-thread-deals

Finds deals with single-threaded risk. Identifies missing stakeholders, recommends who to engage next, and hands off contact-specific next steps to outreach.

skills/ido-goldberg/multi-thread-deals/SKILL.md

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Observed behavior: Instructions only
Last checked: Nov 11, 2026

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Repository stars (not skill ratings): 237
Repository last updated: Oct 20, 2026
License: MIT

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sales Derived category

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## Instructions

**State check.** This skill assumes funnel stages and deal data are available, and that the org has a buying-committee persona model defined. Load funnel stages and recent deals via the CRM, and check that personas exist. If funnel stages aren't defined or no CRM is connected, route the user to pipeline review setup first. If personas aren't defined, surface that — without a buying committee model this skill can't tell which roles are missing.

### What this skill does

Find single-threaded (or under-threaded) open deals. Identify the missing persona(s) per deal. Find the right contact at the company for each missing persona. Recommend an introduction or direct outreach.

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### Step 1 — Find under-threaded deals

`hubspot-search-objects` (object: deals) filtered to open mid-to-late-stage, owner = user (or org-wide). Page size 20.