Deal review prep

Name: Deal review prep
Author: @dealdesk

@dealdesk/deal-review-prep

Prepare the weekly deal review: one page per deal with MEDDICC gaps, the real next step, risks, and the questions a manager should ask. Works from an opportunity export (HubSpot, Salesforce, or any CSV) plus notes, and ranks deals by what needs attention.

SkillRevOpsv1.0.0 (latest)

Use in Claude Save Like Clone Comment

Activity: New: be the first to try it
Installs: 0 installs
Likes: 0 likes
Clones: 0 clones

1id,name,owner,amount,stage,close_date,forecast_category,next_step,next_step_date,metrics,economic_buyer,decision_criteria,decision_process,paper_process,identified_pain,champion,competition,last_activity_date
2OPP-101,Northwind Traders: platform expansion,Rep A,84000,Negotiation,2026-11-21,Commit,Send revised order form,2026-11-06,Cut month-end close from 8 to 4 days,CFO (met 10/28),Security review + price,Pilot done; CFO signs,Legal reviewing MSA redlines,Manual reconciliation errors,Controller,Incumbent spreadsheet process,2026-11-03
3OPP-102,Contoso Robotics: new logo,Rep B,120000,Proposal,2026-12-15,Best Case,Follow up,,,,Ease of use,,,"Too many tools, no single view",Ops manager (unconfirmed),Two other vendors,2026-10-12
4OPP-103,Fabrikam Health: renewal + upsell,Rep A,46000,Discovery,2026-12-31,Pipeline,Discovery call 2,2026-11-12,,IT director,,,,Compliance audit in Q1,,None known,2026-11-01

Use in Claude

Claude Code

/kit add @dealdesk/deal-review-prep

CLI

slashclone add @dealdesk/deal-review-prep

Codex

slashclone add @dealdesk/deal-review-prep --agent codex

Not enforced. Codex does not enforce the permissions this kit declares.

Cursor

slashclone add @dealdesk/deal-review-prep --agent cursor

Not enforced. Cursor does not enforce the permissions this kit declares.

claude.ai and the desktop app

Download for Claude

Not enforced. claude.ai and the Claude desktop app do not enforce the permissions this kit declares. How to upload it

As a file

Download .kit

One file with everything in it. slashclone add ./file.kit checks it against this page before installing.

Review before installing

Set up SlashClone in Claude

Health

No keep-alive checks yet

Checks run weekly once someone keeps the kit installed.

Run reports are off

Safety

Scan passed
Not reviewed yet
No tests

This kit reads ./data/** and writes to ./out/**. Install it?

Full scan and review

Similar kits

Pipeline hygiene
@revopslab
Check open deals in a CRM export (HubSpot, Salesforce, or any CSV) for past close dates, deals stuck in a stage, no recent activity, missing required fields (also by stage), zero amounts, and close dates too far out. Writes a hygiene score and a fix list per rep you can send out.
Weekly forecast rollup
@revopslab
Roll an opportunity export from HubSpot, Salesforce, or any CRM into closed won, commit, best case, and pipeline by rep and team for the quarter, then compare with last week: what moved, which deals slipped or were pulled in, upgrades, downgrades, new, won, lost, and dropped deals.
Churn risk review
@usagemetrics
Run a weekly churn risk review: pull together usage, health, support, billing, and notes for at-risk accounts, name the real risk driver for each, pick a save play with an owner and a date, and write a one-page review plus a meeting agenda.
Gtm weekly wrap
@revopslab
Write the Friday GTM wrap: one page across marketing, sales, and customer success with the numbers against plan, wins, misses, risks, and what happens next week. Works from whatever you have: CRM exports, a metrics sheet, last week's wrap, and team notes.

Link

https://slashclone.dev/@dealdesk/deal-review-prep

README badge

[![Install with SlashClone](https://slashclone.dev/badge/dealdesk/deal-review-prep.svg)](https://slashclone.dev/@dealdesk/deal-review-prep)

Embed

<iframe src="https://slashclone.dev/embed/dealdesk/deal-review-prep" width="480" height="200" title="@dealdesk/deal-review-prep" loading="lazy"></iframe>

Share card image

More from @dealdesk

Quote builder
Price a quote from your price book CSV and the products a customer picked. Handles flat, volume, and graduated tier pricing plus line and deal discounts, checks per-product discount limits, and writes a customer-ready quote and a deal file for the order form.
Po creator
Turn a deal into a clean order form or purchase order, in markdown and printable HTML. Computes line totals, discounts, contract value, and a billing schedule, and lists what finance needs before signature. Works offline from a JSON file or a short text form.
Discount approval check
Check a deal against your own approval policy file and get the list of who must approve and why: discount ladders, payment terms, billing frequency, term length, free months, non-standard terms, and deal size. Also shows how much room is left before the next approval.
Contract redline summary
Compare two versions of a contract (or one redline with insert and delete markup) clause by clause. Lists every change sorted by risk topic (liability, indemnity, termination, renewal, IP, data, payment) with the numbers that moved, then explains each in plain English with a suggested response. Not legal advice.

See all of @dealdesk's kits

Report this kit