Claude skill · Pipeline and forecast
Stakeholder map template, filled in from your CRM for every deal
Stakeholder map places everyone on a deal in a role (economic buyer, champion, evaluator, user, blocker, outside influencer), marks influence and stance on a power and interest grid, flags who is missing, and gives one next step per person.
Claude Code/plugin marketplace add revops-lab/agents/plugin install pipeline@revopslab
What does Stakeholder map do?Stakeholder map places everyone on a deal in a role (economic buyer, champion, evaluator, user, blocker, outside influencer), marks influence and stance on a power and interest grid, flags who is missing, and gives one next step per person. It reads contacts, buying roles and activity from your CRM.
What you get
- Covered, thin or single-threaded, in one line
- A stakeholder table with role, influence, stance and evidence
- A power and interest grid
- One next step per gap, with owner and date
What it asks you
Only what your website, CRM and company context cannot answer.
- Who have you met, and who is involved but not met?
- Who is pushing for this, and how was that tested?
The method
Roles, power and mobilisers
Miller Heiman’s buying roles, Mendelow’s power and interest grid and The Challenger Customer’s research on mobilisers, applied to one deal. Forrester found buying groups grow for AI purchases, so single-threaded deals are the most fragile.
The research behind it: Buying roles, The power and interest grid, Mobilisers, Buying groupsExample: what Stakeholder map gives you
VerdictThin: one champion, the economic buyer met once, IT not engaged.
| Person | Role | Power | Stance | Next step |
|---|---|---|---|---|
| Mira Jansen, CFO | Economic buyer | High | Neutral | Business case through Tom by 24 Oct |
| Tom Peeters, Head of Ops | Champion | Medium | For | Prepare him for the CFO meeting |
| Lena Maes, IT lead | Evaluator | Medium | Unknown | Send the security pack, book 30 minutes |
| Procurement | Procurement | Medium | Not met | Ask Tom for the buying process now |
Fictional company. The skill fills this in from the contacts, buying roles and activity on your deal.
Reads these HubSpot fields
The skill names each field and its internal name, and checks them with HubSpot first. It proposes before it writes anything.
- Buying role
- Job title
- Last contacted
- Recent sales email replied date
- Number of associated contacts
Questions people ask
What is a stakeholder map?
A list of everyone who influences a decision, with their role, how much power they have and where they stand, usually shown on a power and interest grid. In sales it shows who decides, pays, evaluates, uses and can block a deal.
What should a stakeholder map include?
For each person: name and title, buying role, power, stance (for, neutral, against or unknown), the evidence for that stance, and one next step with an owner and a date. Add the people who are involved but you have not met.
How do you create a stakeholder map for a deal?
List everyone you have met and everyone who is involved but not met, give each a buying role, rate power and stance with evidence, place them on the grid, then plan one step per gap. The stakeholder mapping playbook walks through it with a free template.