Deal Review Meeting Prep

M

Marcus Lee

@marcus-lee

·

Structured deal review analysis with risk assessment and coaching recommendations.

75 copies0 forks
Prepare an analysis for my upcoming deal review meeting.

Opportunity: {{opportunity_name}}
Amount: {{deal_amount}}
Close date: {{close_date}}
Stage: {{current_stage}}

Recent activity:
{{recent_activity}}

Analyze this deal by:
1. Assessing current pipeline stage accuracy
2. Identifying gaps in qualification
3. Flagging risks that could delay or kill the deal
4. Recommending specific next actions
5. Suggesting coaching questions for the rep

Present findings in a format suitable for a 5-minute deal review discussion with my sales leadership.

Details

Category

Business

Use Cases

deal reviewpipeline managementsales coaching

Works Best With

gpt-4oclaude-sonnet-4
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