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deal-review skill

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/plugins/sales-pipeline/skills/deal-review

This skill guides structured deal reviews to align pipeline data with buyer reality, covering MEDDIC, stakeholders, mutual actions, and next steps.

npx playbooks add skill gtmagents/gtm-agents --skill deal-review

Review the files below or copy the command above to add this skill to your agents.

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SKILL.md

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---
name: deal-review
description: Use to run structured opportunity inspections that align pipeline data
  with buyer reality.
---

# Deal Review Framework Skill

## When to Use
- Preparing for forecast calls or executive deal reviews.
- Coaching reps on qualification, mutual action plans, or competitive positioning.
- Validating whether key deals deserve exec/CS/partner resources.

## Framework
1. **Qualification Pulse** – confirm MEDDIC/BANT elements, economic buyer access, and champion strength.
2. **Stakeholder Map** – document buying committee roles, influencers, and gaps.
3. **Mutual Action Plan** – outline critical path milestones, owners, and risk mitigations.
4. **Competitive/Value Story** – identify differentiators, landmines, and proof required.
5. **Next Actions** – lock committed next steps, deadlines, and owners directly in CRM.

## Templates
- Deal review worksheet (qualification, risks, next steps).
- Mutual action plan table with milestones and RACI.
- Competitive battlecard snippet for in-call reference.

## Tips
- Capture notes directly in CRM to keep pipeline data aligned with conversations.
- Invite cross-functional partners (SE, CS, exec sponsor) when blockers require their involvement.
- Pair with `forecast-discipline` to ensure inspection outcomes feed into commit grading.

---

Overview

This skill runs structured opportunity inspections that align pipeline data with buyer reality. It helps sales and revenue teams validate deal readiness, flag risks, and convert conversations into concrete CRM actions. Use it to make deal reviews repeatable, data-driven, and operationally effective.

How this skill works

The skill inspects opportunities against a repeatable framework: qualification pulse, stakeholder map, mutual action plan, competitive/value story, and next actions. It produces a concise worksheet, checklist entries, and recommended CRM updates so pipeline fields reflect current buyer commitments. Outputs include risk ratings, missing information, suggested owners, and one-page battlecard snippets.

When to use it

Before forecast calls or executive deal reviews
When coaching reps on qualification, champion strength, or buyer access
To validate which deals need executive, CS, or partner attention
When updating CRM to reflect recent buyer commitments
When preparing cross-functional handoffs or escalation meetings

Best practices

Use the qualification pulse to confirm MEDDIC/BANT elements and economic buyer access
Document the buying committee and explicitly note missing influencers or gaps
Turn mutual action plan milestones into CRM tasks with owners and deadlines
Create a short competitive/value snippet highlighting differentiators and required proof
Capture notes and next actions directly in CRM to keep pipeline data aligned with reality

Example use cases

Run a 15-minute deal inspection to grade commit status before a weekly forecast meeting
Coach a rep by walking the stakeholder map and identifying a new potential champion
Assemble a mutual action plan with dates and owners before handing a deal to CS
Generate a one-page competitive battlecard for a high-priority opportunity
Escalate a stalled deal by documenting risks and requested executive interventions

FAQ

How long does a typical deal inspection take?

A focused inspection takes 10–20 minutes; preparing a mutual action plan may take longer depending on complexity.

What outputs should I capture in CRM?

Capture qualification status, stakeholder map notes, mutual action plan milestones with owners and dates, risk rating, and the agreed next actions.