| name | deal-health |
| description | Audit any open deal against the Arkangel sales submarine — which compartments are closed, which are open, what's missing to advance, who hasn't been touched, and the risk of stalling. Use to triage pipeline, unblock stuck deals, or prep a sales review. |
Deal Health
deal-health is the diagnostic skill for the pipeline. It tells you which deals are alive, which are stuck, and exactly what's missing to advance — measured against the submarine compartments in sales-pipeline.
When to Use
- Weekly pipeline review or before a 1:1 con el lead comercial.
- A deal hasn't moved in 2+ weeks and you want to know why.
- The owner says "cómo va el deal con X", "qué le falta a Y", "qué deals están en riesgo".
- Before forecast — to flag deals that are actually stalled vs the ones that look open in Attio but are dead.
Do not use for closed-won/lost deals (run a postmortem instead) or for prospects without a deal in Attio.
Inputs
- One deal mode: deal ID or company name.
- Pipeline mode: no input → audita todos los deals abiertos en Attio.
- Filtered mode: filter (stage, owner, last activity date).
If Attio MCP is unavailable, ask the user for the deal data inline (compartment, stakeholders, last meeting, blockers).
Procedure
-
Fetch deal state.
- Single deal: pull from Attio with all fields (
pipeline_stage, stakeholders, pain_quantified_cop, last_meeting_date, next_meeting_date, blockers, notes history).
- Pipeline mode: pull all deals where
pipeline_stage not in (won, lost).
-
For each deal, run the audit checklist — one row per compartment, mark closed / open / not-yet:
| Compartment | Criterion | Evidence required |
|---|
| 1. Qualify dolor | Match dolor + presupuesto + DMs | Notes mention dolor concreto, presupuesto reconocido, lista de DMs |
| 2. Diagnose dolor | Dolor cuantificado + ROI + champion identificado | pain_quantified_cop populated, champion contact set |
| 3. Champion kit | Champion vendió internamente y agendó próxima | next_meeting_date set with DMs in attendees |
| 4. DMs cercanos | DMs vieron propuesta + validaron precio | DM emails appended, price-bracket sent |
| 5. Procurement | Vendor form + condiciones aceptadas | Note "procurement done" |
| 6. Legal | Contrato + DPA / BAA / Hab. Datos | Note "legal signed" |
| 7. Security | Cuestionario + arquitectura validada | Note "security cleared" |
-
Compute deal health score (0–10).
- +1 per compartment closed (max 7).
- +1 if
last_meeting_date < 14 days.
- +1 if
next_meeting_date set in the future.
- +1 if
pain_quantified_cop > 0.
- −2 if
last_meeting_date > 30 days and no next_meeting_date.
- −1 per blocker without owner.
-
Identify the gap.
- Which compartment is open? What specific evidence is missing to close it?
- Is the gap information (we don't know yet) or action (we know what's needed but haven't done it)?
-
Stakeholder coverage check.
- Champion identificado? Sí / No.
- DMs identificados? Lista vs lo que esperarías por sector (CFO, CMO, CIO, CISO típicamente en healthtech enterprise).
- Algún detractor conocido?
- Quién no hemos tocado y deberíamos?
-
Stall risk assessment.
Flag the deal as one of:
- 🟢 Healthy — moving, score ≥ 7, last meeting < 14 days, next meeting set.
- 🟡 Slowing — score 4–6, or last meeting 14–30 days, no next meeting.
- 🔴 Stalled — score < 4, last meeting > 30 days, or critical blocker without owner.
- ⚫ Dead — close as lost — > 60 days no contact + no response to 3 follow-ups.
-
Recommended next action.
One concrete action, owned by someone, with a deadline. Not "follow up" — say what to do, with whom, by when.
-
Output structure.
# Deal Health — <Company> · <Date>
## Status: <🟢 / 🟡 / 🔴 / ⚫> Score: <N>/10
## Submarino
- 1. Qualify dolor [✅ closed / 🟡 open / ⬜ not yet]
- 2. Diagnose dolor [..]
- 3. Champion kit [..]
- 4. DMs cercanos [..]
- 5. Procurement [..]
- 6. Legal [..]
- 7. Security [..]
## Open compartment
<N — what specifically is missing>
## Stakeholder coverage
- Champion: <name or "missing">
- DMs identificados: <list vs expected for sector>
- Detractores conocidos: <list>
- Sin tocar (deberías): <list>
## Blockers activos
<bullets, con owner si lo hay>
## Riesgo
<1–2 frases sobre por qué puede stallear>
## Próxima acción recomendada
<quién hace qué con quién, para cuándo>
En modo pipeline, agrega una tabla resumen al inicio con todos los deals ordenados por score ascendente (los peores primero).
Pitfalls
- Síntoma: un deal aparece como 🟢 healthy pero el prospecto no responde hace 3 semanas. Causa: la skill confió en
pipeline_stage sin mirar last_meeting_date. Fix: el score debe penalizar fuertemente el gap de actividad reciente.
- Síntoma: la skill recomienda "hacer follow-up" como next action. Causa: prompt débil. Fix: la next action debe nombrar persona, canal y outcome esperado ("Llamar a María, CFO, para validar el price bracket Better antes del viernes").
- Síntoma: la skill marca compartimento 4 como abierto cuando en realidad nunca cerró el 2. Causa: confió en lo que dijo el
pipeline_stage sin validar evidencia. Fix: la auditoría no se basa en el campo pipeline_stage, se basa en la evidencia (notas + campos).
- Síntoma: en pipeline mode, los deals 🔴 stalled siguen apareciendo semana tras semana sin acción. Causa: falta cerrar como lost los muertos. Fix: después de 60 días sin contacto + 3 follow-ups sin respuesta, el output recomienda explícitamente "close as lost" con razón.
Verification
- Cada compartimento marcado como
closed tiene evidencia concreta citada.
- El score numérico coincide con la fórmula del paso 3.
- La next action incluye persona + canal + outcome + fecha.
- Si el deal está 🔴 o ⚫, el output dice qué hacer hoy (no "monitorear").
References