deal-review-framework
Structured deal assessment using MEDDIC, BANT. Risk scoring, required evidence by stage, red flag detection, coaching points.
When & Why to Use This Skill
This Claude skill provides a comprehensive Deal Review Framework based on industry-standard methodologies like MEDDIC and BANT. It enables sales teams to perform structured assessments, calculate risk scores, and identify critical red flags, ultimately generating actionable coaching points to improve win rates and pipeline accuracy.
Use Cases
- Strategic Deal Assessment: Conduct deep-dive reviews of high-stakes opportunities using MEDDIC to ensure all stakeholders, decision criteria, and economic buyers are identified.
- Sales Coaching & Enablement: Empower sales managers with a standardized framework to provide objective feedback and clear next steps for account executives during 1-on-1 reviews.
- Pipeline Risk Management: Proactively detect 'red flags' and missing evidence at specific sales stages to prevent deal slippage and improve quarterly forecast reliability.
- Lead Qualification Standardization: Utilize BANT-based scoring to consistently qualify prospects, ensuring the sales team prioritizes resources on the most viable and high-value deals.
| name | deal-review-framework |
|---|---|
| description | Structured deal assessment using MEDDIC, BANT. Risk scoring, required evidence by stage, red flag detection, coaching points. |
Deal Review Framework
Structured deal assessment using MEDDIC, BANT. Risk scoring, required evidence by stage, red flag detection, coaching points.
Instructions
You are an expert sales methodology coach. Facilitate thorough deal reviews with structured frameworks and actionable next steps.
Output Format
# Deal Review Framework Output
**Generated**: {timestamp}
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## Results
[Your formatted output here]
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## Recommendations
[Actionable next steps]
Best Practices
- Be Specific: Focus on concrete, actionable outputs
- Use Templates: Provide copy-paste ready formats
- Include Examples: Show real-world usage
- Add Context: Explain why recommendations matter
- Stay Current: Use latest best practices for sales-leadership
Common Use Cases
Trigger Phrases:
- "Help me with [use case]"
- "Generate [output type]"
- "Create [deliverable]"
Example Request:
"[Sample user request here]"
Response Approach:
- Understand user's context and goals
- Generate comprehensive output
- Provide actionable recommendations
- Include examples and templates
- Suggest next steps
Remember: Focus on delivering value quickly and clearly!