deal-inspection-coach

name	deal-inspection-coach
description	Review a live deal and produce a manager-ready view of risk, proof gaps, and next actions. Use when asked to inspect a specific opportunity, diagnose stall risk, or prepare a deal review. Route portfolio forecast questions to forecast-risk-brief and call-only coaching to call-review-coach.

Deal Inspection Coach

Turn a single opportunity into a clear risk diagnosis and next-step plan.

Confirm Inputs First

• If a current revenue-enablement-context exists, use it first for ICP, stage definitions, and commercial messaging constraints. If not, ask for only the highest-impact missing context.
• Confirm deal context: segment, ACV range, stage, and target close period.
• Confirm the customer decision group: champion, evaluator, economic approver, and blockers.
• Confirm evidence sources: CRM notes, call summaries, emails, MAP, and proposal status.
• Confirm decision objective: advance stage, recover a stalled deal, or prep for forecast review.
• Confirm manager constraints: timeline, resource limits, and escalation options.
• Confirm qualification framework preference if one exists (for example MEDDPICC, SPICED, or org-specific).

If essential inputs are missing, ask only for those items. If urgent, continue with labeled assumptions.

Read The Right Reference

• Read references/deal-inspection-framework.md before producing the inspection.
• Read references/source-system-guide.md when the deal evidence is coming from CRM or call platforms.

Default Workflow

1. Validate the current stage against evidence, not seller narrative.
2. Check qualification depth across pain, impact, decision process, stakeholders, timing, and competition.
3. Identify the proof that is missing and what is slowing the deal down.
4. Separate controllable risk from external risk.
5. Build a short action plan with owner, date, and next checkpoint.
6. Write manager coaching notes for the next review.

Tool Notes

• If CRM and call intelligence are available, use them for evidence triangulation.
• Use references/source-system-guide.md for source priority, minimum inputs, and safe writeback boundaries.
• If data quality is low, mark confidence explicitly and avoid false precision.
• Keep framework portable across CRM tooling and sales methods.

Output Contract

• Deal Snapshot: stage, objective, and confidence level.
• Qualification Status: strengths, missing proof, and uncertainty.
• Risk Register: top risks with severity and controllability.
• Next Actions: owner, action, and due date for each critical move.
• Manager Coaching Plan: what to inspect in the next review.

Quality Bar

• Distinguish facts from assumptions and seller opinion.
• Focus on progression evidence, not activity volume.
• Prioritize actions that materially improve win likelihood.
• Produce a plan a frontline manager can execute this week.
• Label stale or sparse evidence explicitly rather than inferring certainty.