deal-risk-reviewlisted

# Deal Risk Review ## Purpose Take a single deal and produce an honest health verdict: which specific risks are present, how severe each is, what to do about each, and whether the deal is red, yellow, or green. The goal is to catch a slipping deal *before* the forecast call, not after it pushes. ## Inputs - The deal: account, stage, amount, close date - Who's engaged (and who isn't) — champion, economic buyer, blockers - Activity history: last touch, last meeting, momentum over the last 2–4 weeks - What you're trying to advance and the next confirmed step (if any) ## Method Run every deal against a fixed risk taxonomy. Don't grade on vibes — for each risk, mark present/absent, score severity, and attach a mitigation. Then roll up to a verdict. **The seven risks (taxonomy):** | # | Risk | Present when… | |---|------|---------------| | 1 | Single-threaded | Only one contact engaged; no second relationship in the account | | 2 | No economic buyer engaged | You've never met or confirmed who controls the budget | | 3 | No confirmed next step | No future meeting/milestone on the calendar with a date | | 4 | Stalled / aging | No meaningful two-way activity in 14+ days, or deal age >> sales cycle for its stage | | 5 | Active competitor | A named competitor is in the eval and not neutralized | | 6 | Close-date slipping | The close date has moved out one or more times | | 7 | No quantified pain | Pain is acknowledged but not tied to a number (cost, time, revenue, risk) | **Score