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deal-evidence-pack

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Consolidate customer evidence for governance.

Content & Communication#crm#governance#evidence#vault#briefing#workiq#m365
AuthorJinLee794
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This skill solves the manual, error-prone process of assembling a complete, governance-ready evidence bundle by merging CRM milestones, meeting and email threads, chat history, and vault notes into a single briefing document.

Core Features & Use Cases

  • Consolidates CRM execution state with customer communications to provide a holistic view for governance, risk, and adoption reporting.
  • Cross-references sources (CRM, WorkIQ/M365, vault notes) and produces clearly labeled output segments for review.
  • Generates actionable dry-run follow-ups and a ready-to-dispatch briefing bundle for pre-governance prep.

Quick Start

Run the deal-evidence-pack to compile a comprehensive customer evidence pack for a given opportunity and date window.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: deal-evidence-pack
Download link: https://github.com/JinLee794/L.C.G/archive/main.zip#deal-evidence-pack

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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