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deal-investigatorlisted

Produce a structured deal review for a single opportunity. Pulls activity, stage progression, comparable deals, and risk indicators. Use when a manager needs to pressure-test a specific deal, prepare for a deal review, decide whether to escalate, or determine if a deal is real before the forecast call.
Unifying-sheeptick539/revops-skills · ★ 0 · AI & Automation · score 72
Install: claude install-skill Unifying-sheeptick539/revops-skills
# Deal Investigator ## What this skill does For a single opportunity, produces a structured review answering five questions a CRO would ask in a deal review: 1. Is this deal real? 2. Is the close date credible? 3. What is the actual risk? 4. What do comparable deals tell us? 5. What is the recommendation: commit, best case, omit, or escalate? The output is a one-page deal memo, formatted for a deal review meeting. ## Upstream context This skill is typically invoked by `salesforce-revops-audit` once per flagged opportunity when the audit's Deal Integrity dimension surfaces individual deals with 3+ risk flags. It can also be run directly when a manager wants to pressure-test a specific deal they have in mind. Unlike the other skills in this pack, this one operates on a single opportunity, so the audit will recommend running it multiple times in sequence when multiple deals are flagged. ## When to invoke Invoke when the user says any of: - "investigate this deal" - "deal review for [opp name or id]" - "is this deal real" - "pressure-test [opp name]" - "deep dive on this opportunity" - "should we call this in commit" Do not invoke for: - Full-team forecast prep (use `forecast-call-prep`) - Pipeline-wide hygiene scanning (use `pipeline-hygiene-audit`) - Multi-deal portfolio analysis ## Data sources, in order of preference 1. **Salesforce MCP**: query the specific opportunity, its account, recent activity, and comparable closed opportunities (SOQL in Appendix A). 2. **CS