Deal Debrief Agent

Name: Deal Debrief Agent
Availability: InStock
Author: happycowboyai

Query Backstory data to generate consolidated deal debriefs for closed won and lost opportunities.

Updated Mar 4, 2026

Search Tags:#sales #knowledge #opportunity #debrief #stakeholders #lessons-learned #deal

Ready to run

npx skills add https://github.com/HappyCowboyAI/LLMSkills --skill deal-debrief-agent

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: Deal Debrief Agent
Source: https://github.com/HappyCowboyAI/LLMSkills/tree/main/18-deal-debrief-agent
Command: npx skills add https://github.com/HappyCowboyAI/LLMSkills --skill deal-debrief-agent

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Post-close analysis for won and lost deals to extract actionable lessons, identify decisive stakeholders, and capture competitive dynamics for institutional knowledge.

Core Features & Use Cases

Find the Account and surface all opportunities, including Closed Won and Closed Lost, for a holistic debrief.
Present Closed Opportunities and deliver a structured Deal Debrief using Backstory data (opportunity status, activity, engaged people, and account context).
Generate a repeatable learning loop: store lessons, identify decisive moments, and apply to active deals or onboarding of reps.

Quick Start

Type an account name to generate a comprehensive Deal Debrief for its closed opportunities.

Frequently Asked Questions about Deal Debrief Agent

High-intent search queries and answers about installing and using this skill.

FAQPage Schema

How do I generate a deal debrief for closed opportunities?▼

To generate a deal debrief, input an account name to query Backstory data, surfacing status, activity, and engaged people for closed won and lost opportunities. The analysis extracts actionable lessons and identifies decisive stakeholders for future strategies.

What is post-close analysis for sales deals and why is it needed?▼

Post-close analysis extracts actionable lessons from won and lost deals to build institutional knowledge. It identifies decisive stakeholders and competitive dynamics, creating a repeatable learning loop to inform onboarding and improve future deal strategies.

Can I analyze multiple closed opportunities for a single account?▼

Yes, you can analyze multiple opportunities for a single account. The skill queries account data to surface all closed won and closed lost opportunities, delivering a consolidated debrief that provides a holistic view of performance and lessons learned.

How do I identify decisive stakeholders from closed won and lost deals?▼

You identify decisive stakeholders by using the get_engaged_people tool during the debrief process. It queries Backstory data to surface individuals involved in the opportunity, highlighting who played a decisive role in the deal outcome.

Does the deal debrief process work without external dependencies?▼

Yes, the deal debrief process works without external dependencies. It relies entirely on internal MCP tools like find_account, get_opportunity_status, and ask_sales_ai_about_opportunity to gather Backstory data and generate the analysis.