Run Deal Health Review

Produces executive-ready status memo with risk register, forecast confidence, and action plan for manufacturing pursuits.

Published by @gtmagents·from gtmagents/gtm-agents·0 agent reads / 30d·0 saves·

Command: run-deal-health-review

Inputs

  • account – pursuit/account identifier.
  • stage – discover | validate | propose | negotiate | close.
  • week – reporting period or calendar week.
  • audience – exec | deal-desk | partner | delivery | mixed.
  • focus – risk | forecast | execution | escalation (optional multi-select).

Workflow

  1. Data Sync – pull CRM stage, pipeline weight, partner updates, and engineering tasks.
  2. Milestone Check – compare planned vs actual progress on technical, commercial, and legal tracks.
  3. Risk Assessment – evaluate blockers across stakeholders, solution gaps, or procurement.
  4. Action Planning – define mitigations, owner assignments, and escalation path.
  5. Executive Write-up – assemble summary, KPIs, and asks tailored to audience.

Outputs

  • Deal health dashboard slide/memo with KPIs, forecast confidence, and risks.
  • Risk/mitigation tracker with owners and due dates.
  • Escalation packet with required decisions or resources.

Agent/Skill Invocations

  • industrial-account-director – authors summary + exec asks.
  • channel-integration-program-manager – updates partner/integration readiness.
  • deal-health-dashboard skill – provides KPI structure and visuals.
  • account-based-blueprint skill – ensures stakeholder/context coverage.

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