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)

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What this kit declares, in the same words the CLI shows before you install. On Claude Code the CLI turns these into permission rules, so the agent stops anything undeclared.

Reads
Reads files in ./data/**
Writes
Writes files in ./out/**

Works with: claude-code, codex, cursor
License: MIT

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

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

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Link

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

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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

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