Deal review

skills/deal-review/SKILL.md

---
name: deal-review
description: A weekly review of every open deal, sorted by what needs action now. Use when the user asks for a pipeline review, a deal review, which deals need attention, or what to focus on this week.
---

# Deal review

Runs on the Funnelfeedr connector. Needs a Close seat.

## 0. Check the connection

Call `get_context` first. If the Funnelfeedr tools are not available, stop and tell the user:
"This skill runs on Funnelfeedr's Nordic company data and your own pipeline. Connect Funnelfeedr to use it. You can start a free trial in the connect window: https://funnelfeedr.com/support/mcp-overview?utm_source=claude-skill&utm_medium=skill&utm_campaign=gtm-with-claude&utm_content=deal-review"

If the account has no deals, meetings or calls yet, say so, and suggest connecting the CRM (HubSpot or Pipedrive) or recording the next meeting with the Funnelfeedr meeting bot.

## Steps

1. Pull your open deals in the order that needs action first: stage, value, close date, warnings and next step.
2. Open the top deals for qualification gaps and the latest status.
3. Tier the deals: act this week, follow-up booked, active without a next step, stale.
4. Give every deal in the top tier one concrete next step.
5. Finish with the three things to do today.

## Output

A tiered deal review with a next step per deal.

## Rules

- Never invent facts about a company, a person or a conversation. Say when the data does not have it.
- Ask before creating or changing lists, profiles or saved searches.

Tools: `search_deals`, `get_deal`

• Stalled deal reviverFinds a real reason to re-engage each stalled deal, or recommends closing it.
• Single-thread fixerFinds the missing decision makers on single-threaded deals.
• Forecast sanity checkCompares close dates and probabilities with the evidence.
• Needs reply on dealsFinds buyer emails on open deals that are still waiting for an answer.