The PLAN Deal Review
Most deal reviews waste eighty percent of the time on updates you could read in the CRM and twenty percent on what actually moves the deal. This is the review that flips it: sixty seconds on what happened, twenty five minutes on what has to happen next, and a number at the end you can forecast on.
Paste the deal, or connect the CRM and the call transcripts. The skill runs each of the five questions against what is actually in the record, scores one to five with the reason, flags the red flags (single-thread, unquantified problem, no compelling event), gives the forecast call, and drafts the mutual next steps plus the exact questions to press the rep on. The AI does the prep and the scoring. You run the review and make the call.
Run your top three commit deals through the five questions this week. Any deal you cannot answer all five on with evidence is not a commit, no matter what the rep says. Move it, or find out what is missing.
Add the skill to Claude and run this on your own business.
Browsing is open. A free signup unlocks the download.