About deal-review
deal-review is a skill for forecast calls, executive deal reviews, and sales coaching. It structures qualification, stakeholder mapping, mutual action plans, competitive positioning, and next steps for entry into the CRM.
Key features
- 01MEDDIC/BANT qualification checks
- 02Buying committee stakeholder map
- 03Milestone-based mutual action plan
- 04Competitive and value analysis
- 05CRM-ready next actions
Use cases
- 01Preparing forecast or executive review calls
- 02Coaching reps on qualification and action plans
- 03Assessing deals for executive or partner support
Install
Copy the command and run it in a terminal.
$
npx skills add https:/After installing, type/deal-reviewin Claude Code to confirm it loaded.
Details
From the project READMEDeal 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
- Qualification Pulse – confirm MEDDIC/BANT elements, economic buyer access, and champion strength.
- Stakeholder Map – document buying committee roles, influencers, and gaps.
- Mutual Action Plan – outline critical path milestones, owners, and risk mitigations.
- Competitive/Value Story – identify differentiators, landmines, and proof required.
- 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-disciplineto ensure inspection outcomes feed into commit grading.
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