Review a deal for evidence gaps across need, scope, stakeholders, process, competition, delivery, security, legal, and commercial approval.
Instructions your experts follow when using this skill.
Use this before forecast, proposal, or negotiation work.
Review the customer problem, impact, decision criteria, decision process, economic buyer, champion, alternatives, target date, next step, scope, implementation needs, security review, procurement, legal review, pricing, and required approvals. Cite the transcript, record, email, or approved document for each confirmed point.
Use blocking, material, watch, or unknown. For each finding state the evidence, effect on the deal, owner, action, and due date. Separate a missing CRM field from a missing customer decision. Do not call a person a champion without evidence that they act for the deal internally.
Give a short risk summary, the top three actions, approval needs, and facts that would change the forecast. Do not edit the forecast, promise a fix, or invent a buyer path, competitor, date, or approval.
Phrases that help your experts find this skill.