deal-opportunity-review

Aggregate CRM opportunity data, milestones, team, and vault context into a structured risk assessment.

Updated Aug 23, 2026

Search Tags:#crm #milestones #vault-context #deal-management #risk-posture #opportunity-review #deal-team

Ready to run

npx skills add https://github.com/JinLee794/L.C.G --skill deal-opportunity-review

💬 Prompt for ChatGPT / Claude Chat▼

Please help me install this Agent Skill.
Skill: deal-opportunity-review
Source: https://github.com/JinLee794/L.C.G/tree/main/.github/skills/deal-opportunity-review
Command: npx skills add https://github.com/JinLee794/L.C.G --skill deal-opportunity-review

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Consolidate CRM opportunity data, milestones, deal team, and vault context into a single, actionable briefing that saves prep time and reduces missed details.

Core Features & Use Cases

Consolidates core opportunity fields into a single, readable brief.
Pulls active milestones and the current deal team to inform strategy.
Retrieves vault context with prior engagement notes and meeting history.
Provides a structured risk posture assessment to surface potential issues.
Use Case: Pre-meeting prep for a high-value opportunity, coaching a seller, or ad-hoc "what's happening with this deal?" inquiries.

Quick Start

Provide an opportunity name, account name, or opportunity ID to generate a concise opportunity review.

Frequently Asked Questions about deal-opportunity-review

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

FAQPage Schema

How do I prepare a CRM opportunity review for a high-value deal meeting?▼

A pre-meeting opportunity review consolidates CRM data, active milestones, deal team, and vault context into a single readable brief. Simply provide an opportunity name, account name, or ID to generate this actionable briefing.

What is the best way to assess deal risk posture before a coaching session?▼

Assessing deal risk posture involves aggregating CRM opportunity data and engagement signals to surface potential issues. This review provides a structured risk posture assessment alongside core fields and milestones to inform coaching strategy.

Can I retrieve vault context and prior engagement notes for a specific opportunity?▼

Yes, you can retrieve vault context containing prior engagement notes and meeting history. Providing an opportunity name or ID pulls this vault context into the briefing alongside core fields and the deal team.

Does the opportunity review require a specific CRM or deal management platform integration?▼

No specific CRM or deal management platform integration is required. The review processes core opportunity fields, milestones, and team inputs provided directly via an opportunity name, account name, or ID.

What core data fields are included in a deal-focused opportunity briefing?▼

A deal-focused opportunity briefing includes core CRM opportunity fields, active milestones, the current deal team, vault context, and a structured risk posture assessment. These components provide a complete view for strategy planning.

How do I quickly check what's going on with a specific deal using an opportunity ID?▼

To check deal status, provide the opportunity ID to generate a concise review. It aggregates engagement signals, milestones, and vault context, answering ad-hoc inquiries by surfacing current deal progress and risk posture.