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deal-review

Review active sales deals to flag stale opportunities, missing next steps, and deadline risks.

1|Updated Jun 28, 2026
Search Tags:#sales#pipeline#meeting notes#risk analysis#follow-up#deals
One-click install
npx skills add https://github.com/whmathews15/DEX-Personal-Operating-System --skill deal-review-whmathews15
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: deal-review
Source: https://github.com/whmathews15/DEX-Personal-Operating-System/tree/main/.claude/skills/_available/sales/deal-review
Command: npx skills add https://github.com/whmathews15/DEX-Personal-Operating-System --skill deal-review-whmathews15

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill helps sales teams and leaders quickly see which active deals need attention, so stale opportunities, missing next steps, and closing risks do not get overlooked.

Core Features & Use Cases

  • Pipeline Health Review: Assesses deal freshness, stage, and last activity to highlight opportunities that are at risk.
  • Risk Detection: Flags missing next steps, overdue follow-ups, competitor pressure, and approaching close dates.
  • Cross-Reference Context: Checks stakeholder notes, person pages, and recent meeting notes to build a more complete view of deal status.
  • Use Case: A manager can ask for a review of all deals closing this month and immediately see which ones are on track, which need follow-up, and which require escalation.

Quick Start

Ask the assistant to review your active deals and highlight stale opportunities, missing next steps, and anything closing soon.

Frequently Asked Questions about deal-review

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

FAQPage Schema
How do I identify stale sales opportunities and missing next steps in my pipeline?▼

To identify stale sales opportunities and missing next steps, you can run a pipeline health review that scans deal files and recent meeting notes to flag inactive deals and missing follow-up actions.

What is deal risk analysis and how does it detect slipping opportunities?▼

Deal risk analysis detects slipping opportunities by cross-referencing stakeholder person pages and meeting notes to flag overdue follow-ups, competitor pressure, and approaching close dates.

How do I check pipeline health for deals closing this month?▼

To check pipeline health for deals closing this month, request a review of active deals to assess deal freshness, stage, and last activity, producing prioritized risk flags and next actions.

Can I use meeting notes to flag overdue follow-ups across deal stages?▼

Yes, you can use meeting notes to flag overdue follow-ups by scanning recent meeting notes alongside person pages and deal files to assess stakeholder engagement across deal stages.

What's the best way to prioritize sales deals that need escalation?▼

The best way to prioritize sales deals for escalation is to assess deal freshness, stage, and last activity to produce prioritized risk flags highlighting which deals require immediate follow-up or escalation.

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