32 lines
1.3 KiB
Markdown
32 lines
1.3 KiB
Markdown
---
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name: deal-review
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description: Use to run structured opportunity inspections that align pipeline data
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with buyer reality.
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---
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# Deal Review Framework Skill
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## When to Use
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- Preparing for forecast calls or executive deal reviews.
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- Coaching reps on qualification, mutual action plans, or competitive positioning.
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- Validating whether key deals deserve exec/CS/partner resources.
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## Framework
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1. **Qualification Pulse** – confirm MEDDIC/BANT elements, economic buyer access, and champion strength.
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2. **Stakeholder Map** – document buying committee roles, influencers, and gaps.
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3. **Mutual Action Plan** – outline critical path milestones, owners, and risk mitigations.
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4. **Competitive/Value Story** – identify differentiators, landmines, and proof required.
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5. **Next Actions** – lock committed next steps, deadlines, and owners directly in CRM.
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## Templates
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- Deal review worksheet (qualification, risks, next steps).
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- Mutual action plan table with milestones and RACI.
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- Competitive battlecard snippet for in-call reference.
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## Tips
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- Capture notes directly in CRM to keep pipeline data aligned with conversations.
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- Invite cross-functional partners (SE, CS, exec sponsor) when blockers require their involvement.
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- Pair with `forecast-discipline` to ensure inspection outcomes feed into commit grading.
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---
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