← ClaudeAtlas

scalar-deal-intakelisted

Turn raw deal material — meeting minutes, email threads, Slack, CRM exports, customer documents — into per-stage records and a hearing sheet. Extracts facts with a source and a confidence level, never invents an answer, and turns every gap into a question with an owner and a due date. Use for: 議事録を整理して, メールから商談情報をまとめて, ヒアリングシートを埋めて, ステージごとに整理して, ステージを上げてよいかの判断. Not: the ledger and activity plan (scalar-account-plan); one visit's materials (scalar-ae-materials); the maps (b2b-account-maps); the proposal (scalar-proposal-slides).
wfukatsu/slide-forge · ★ 2 · Data & Documents · score 66
Install: claude install-skill wfukatsu/slide-forge
*[日本語](SKILL.ja.md)* # Scalar Deal Intake Raw material in, structured stage records out. This skill does **not** generate slides. It produces Markdown under `accounts/<AE>/<customer>/stages/`, which the deck-building skills then read. Working directory: the slide-forge root. Sources of truth — this skill redefines neither: | Concern | Source | |---|---| | Phases, gate IDs, transition conditions, BANT criteria, material types | [`references/scalar/sales-playbook.md`](../../references/scalar/sales-playbook.md) | | Who you meet per stage, what you hand them, what output you must come back with | [`references/scalar/stage-io-map.md`](../../references/scalar/stage-io-map.md) | | Safety, Drive, approval and QA rules | [`references/scalar/workflow-contract.md`](../../references/scalar/workflow-contract.md) | ## Boundaries | Request | Where it goes | |---|---| | Organise minutes / email into stage records; fill the hearing sheet | This skill | | Work out what is unconfirmed and who to ask | This skill | | Update the `account.json` ledger and the activity-plan deck | `scalar-account-plan` | | Materials for one visit, WPS, Deal Desk, 稟議 | `scalar-ae-materials` | | Draw the discovery / system / influence maps | `b2b-account-maps` | | Formal customer proposal, quotation | `scalar-proposal-slides`, `spreadsheets` | | Annual Account Planning Session decks | `scalar-account-planning-session` | | Nurturing a lead before a deal exists (nurture 0–4) | `scalar-nurture-intake` | ## These