Prep your weekly deal review
Get ready for the weekly deal review or forecast call with one page per deal and the deals at risk ranked first. Each page shows MEDDICC gaps, the real next step, risks, and the questions a manager should ask. Works from an opportunity export from HubSpot, Salesforce, or any CRM, plus your notes.
SkillSales and CRMVersion: A saved state of a kit. When the author changes it, they share a new version with a higher number, and the old one stays exactly as it was. 1.0.1 (latest)
- Activity
- New: be the first to try it
Will this work for me?
- Effort
- Needs about 10 minutes of setupOur guess from what the kit says it needs.
- Works in
- Claude Code, claude.ai, the desktop app, Codex and Cursor
- You need
HubSpot account: setup steps
- What it is
- This kit works with your own HubSpot account.
- Where to get it
- Sign in to HubSpot, or make a free account if it offers one. Go to HubSpot
Salesforce account: setup steps
How this works
- It is a skill: written instructions Claude reads when your request matches what the skill is for. You do not call it by name; just ask for the task.
- While it works, it reads and changes files in the places it lists, nowhere else.
- Nothing runs until you choose to use it, and you can remove it any time.
What it can access
What this kit says it will touch, the same list you see before you add it. These are its Permissions: What a kit is allowed to touch on your computer or accounts, such as reading a folder or using the internet. You see them before you add it.. In Claude Code they become rules, so Claude stops anything not on the list.
Reads
Reads files in ./data/**
Writes
Writes files in ./out/**
- Works with
- Claude Code, Codex, Cursor
- License
- MIT
- Cloned from
- @dealdesk/deal-review-prep