SKILL

Deal Review

Use to run structured opportunity inspections that align pipeline data with buyer reality.

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

Deal 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

  1. Qualification Pulse – confirm MEDDIC/BANT elements, economic buyer access, and champion strength.
  2. Stakeholder Map – document buying committee roles, influencers, and gaps.
  3. Mutual Action Plan – outline critical path milestones, owners, and risk mitigations.
  4. Competitive/Value Story – identify differentiators, landmines, and proof required.
  5. 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-discipline to ensure inspection outcomes feed into commit grading.

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