Initial commit
This commit is contained in:
31
skills/deal-review/SKILL.md
Normal file
31
skills/deal-review/SKILL.md
Normal file
@@ -0,0 +1,31 @@
|
||||
---
|
||||
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.
|
||||
|
||||
---
|
||||
Reference in New Issue
Block a user