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Deal review prep

@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)
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  1. 1# Deal review prep
  2. 2
  3. 3Builds one page per deal for your weekly deal review: MEDDICC gaps, the real next step, risks, and the three questions to ask the rep. Deals with the biggest gaps rise to the top, so the meeting spends time where it matters.
  4. 4
  5. 5## Who it is for
  6. 6
  7. 7Sales managers, founders running the forecast call, and reps who want to pressure-test their own commit deals. Works with HubSpot, Salesforce, or any CRM that exports CSV.
  8. 8
  9. 9## Example
  10. 11Input: `examples/opportunities.csv` (three deals).
  11. 13Output (`out/deal-review-2026-11-04.md`), summary row:
  12. 15| Deal | Amount | Category | MEDDICC | Top risk |
  13. 16| --- | ---: | --- | --- | --- |
  14. 17| Contoso Robotics: new logo | $120,000 | Best Case | 1 strong, 3 weak, 4 missing | No economic buyer, no dated next step, no activity in 23 days |
  15. 19Then a page per deal with each element scored strong, weak, or missing, the evidence, and questions for the rep.
  16. 21## What it can access
  17. 23- Reads `data/` (plus the kit's own `examples/`), writes `out/`. No scripts, no network, no CRM writes.
  18. 25## Setup
  19. 27None. Export your open opportunities to `data/opportunities.csv` and drop any call notes in `data/notes/`.