Deal Risk Pressure-Test
Use when the user wants one deal honestly judged: "pressure-test this deal", "am I being too optimistic about Acme", "what's actually weak in this opportunity". Grades urgency, pain, champion, multi-threading, decision process, proof, and next step against evidence. For a neutral summary before a reply use Deal Context Builder; pipeline-wide auditing lives in Pipeline Truth.
Sample result
Run live demo
Audit deal health| Dimension | Grade | Evidence & Red Flags | |
|---|---|---|---|
| 1 | Urgency | Weak | Target go-live slipped twice; buyer has not cited an external deadline or penalty. |
| 2 | Business Pain | Strong | Amara Costa quoted: 'Scheduling errors cost us $18k monthly in missed patient slots.' |
| 3 | Champion Strength | Weak | Amara is friendly but hasn't shared internal docs or set up access to executive signers. |
| 4 | Multi-Threading | Weak | Single contact engaged; VP of Operations Dr. Aris Thorne has missed two scheduled demos. |
| 5 | Decision Process | Unknown | No documented legal, HIPAA compliance, or procurement review steps in thread history. |
| 6 | Next-Step Quality | Weak | CRM lists 'Follow up next week'—no mutual calendar invite or buyer commitment. |
Example run
“Can you pressure-test my $140,000 Ember Collective deal? Amara Costa seems enthusiastic, but it feels like it's stalling in Stage 4 and I want an honest evaluation of where we actually stand.”
Found opportunity 'Ember Collective' ($140,000, Stage 4 Negotiation). Contact: Amara Costa. Next step listed: 'Follow up next week'.
Analyzed emails with Amara Costa ($18k monthly scheduling loss mentioned). VP of Operations Dr. Aris Thorne missed 2 scheduled demos.
Deal Audit: Ember Collective ($140k) — Stage 4 Slipped, Single-Thread Risk
More in Pipeline Management
- Sample resultStalled deal recovery plan
Diagnostic Area Status / Blocker Evidence (Inbox & CRM) Buyer Engagement Blocked: Timing Slipped Emeka Andersson cited Q3 plant expansion delay on Aug 14; last 2 touches asked 'any updates?' without re-anchoring. Stakeholder Coverage Gap: Economic Buyer CFO Marcus Vance requested loss-run audit authority on Jul 29; never added to proposal threads or CRM contacts. Technical / Terms Unresolved Objection Risk Director Sarah Lin flagged deductible structure in clause 4B on Aug 02; no counter-proposal provided. Use when a user asks “Why is this deal stuck?”, “This deal has been sitting in proposal forever,” or “Rescue my stalled deals.” Diagnoses the blocker behind an open, stale deal and gives the owner a cause-based recovery plan. Not for a single quiet-thread bump, which belongs in No-Reply Rescue, or stage-label validation, which belongs in Deal Stage Reality Check.
- Sample resultBuild outbound campaign status report
Funnel Stage Current Rate (Wk 6) Benchmark Target 1. Dials → Connects 4.8% (48/1,000 dials) 4.0% – 8.0% 2. Connects → Conversations 31.2% (15/48 connects) 25.0% – 40.0% 3. Conversations → Meetings 6.7% (1/15 conversations) 10.0% – 20.0% 4. Meetings Booked → Held 100.0% (1/1 booked) 60.0% – 75.0% 5. Meetings Held → Opportunities 0.0% (0/1 held) 30.0% – 50.0% Diagnose an outbound campaign from its funnel numbers and produce a weekly status report — selling days remaining, current vs target metrics, the single binding constraint, and the one fix for next week. Use this whenever someone shares outbound activity numbers, asks why a campaign isn't producing meetings, wants a weekly or monthly campaign update or client report, says outbound "isn't working," is deciding whether to kill or extend a campaign, or is reviewing SDR performance. Also use when someone asks for a pipeline or outbound review, or hands over dials, connects, replies, or meeting counts without a specific question — raw activity data almost always means a diagnostic is needed. Reach for this before offering generic outbound advice, because the fix depends entirely on which funnel stage is actually broken.
- Sample resultDaily quota pacing and execution plan
Account / Target Quota Impact Stage & Risk Q3 Quota Pacing $240,000 Gap Behind Pace (2.1x Cover) Larkspur Outfitters $85,000 ARR Decision Stage (At Risk) Apex Freight Systems $62,000 ARR Evaluation (Priority) Cascade Logistics $45,000 ARR Proposal (At Risk) Vanguard Express $110,000 ARR Whitespace Prospect Use this when you say: plan my day, run my territory, am I on pace, what do I need to close, prep me for this call, help me follow up, update CRM, rescue this deal, find whitespace, build a bigger deal, or close out my day. It shows where you stand against quota, what needs attention, and the next actions that move you toward bigger deals and quota attainment.
