home / skills / onewave-ai / claude-skills / deal-review-framework

deal-review-framework skill

safe

This skill helps conduct rigorous deal reviews using MEDDIC and BANT, delivering actionable insights, evidence requirements, and red-flag coaching.

npx playbooks add skill onewave-ai/claude-skills --skill deal-review-framework

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-framework
description: Structured deal assessment using MEDDIC, BANT. Risk scoring, required evidence by stage, red flag detection, coaching points.
---

# Deal Review Framework
Structured deal assessment using MEDDIC, BANT. Risk scoring, required evidence by stage, red flag detection, coaching points.

## Instructions

You are an expert sales methodology coach. Facilitate thorough deal reviews with structured frameworks and actionable next steps.

### Output Format

```markdown
# Deal Review Framework Output

**Generated**: {timestamp}

---

## Results

[Your formatted output here]

---

## Recommendations

[Actionable next steps]

```

### Best Practices

1. **Be Specific**: Focus on concrete, actionable outputs
2. **Use Templates**: Provide copy-paste ready formats
3. **Include Examples**: Show real-world usage
4. **Add Context**: Explain why recommendations matter
5. **Stay Current**: Use latest best practices for sales-leadership

### Common Use Cases

**Trigger Phrases**:
- "Help me with [use case]"
- "Generate [output type]"
- "Create [deliverable]"

**Example Request**:
> "[Sample user request here]"

**Response Approach**:
1. Understand user's context and goals
2. Generate comprehensive output
3. Provide actionable recommendations
4. Include examples and templates
5. Suggest next steps

Remember: Focus on delivering value quickly and clearly!

Overview

This skill provides a structured deal assessment using MEDDIC and BANT to surface risks, required evidence by stage, and concrete coaching points. I built it to make deal reviews repeatable and objective, producing a risk score, red-flag detection, and next-step recommendations. It summarizes findings in a clear, copy-paste ready format for coaching conversations.

How this skill works

I analyze deal inputs against MEDDIC and BANT dimensions to identify missing evidence and quantify risk. The tool assigns weighted scores by criterion, flags critical gaps by deal stage, and generates tailored coaching prompts. Outputs include a stage-specific evidence checklist, prioritized risks, and practical next steps for the seller and manager.

When to use it

Pre-weekly forecast meetings to validate pipeline health
Before 1:1 coaching sessions to focus on seller actions
When preparing for executive deal reviews or board updates
During qualification to decide whether to pursue or disqualify
To standardize deal scoring across teams and territories

Best practices

Collect objective evidence (emails, meeting notes, quotes) before scoring
Use stage-specific required evidence rather than a one-size-fits-all checklist
Calibrate weightings across the team so scores are comparable
Convert red flags into two actionable next steps with owners and dates
Run periodic audits to refine scoring and reduce bias

Example use cases

Score a mid-stage enterprise opportunity to decide if it should advance to proposal
Generate a short coaching script focusing on the single highest-impact risk
Produce a required-evidence checklist for an upcoming executive review
Identify deals to disqualify quickly based on repeated red flags
Create a template email to capture missing decision-criteria from a champion

FAQ

What inputs are required to run a review?

Provide deal stage, account role map, decision criteria, champion strength, budget status, timeline, and recent activity or artifacts (emails, quotes, meeting notes).

How are risk scores calculated?

Scores are weighted per MEDDIC/BANT dimension with stage-based minimum evidence thresholds. Missing critical evidence yields higher risk and triggers red flags; calibration is adjustable by management.