deal-risk-assessment

Scores clinical-trial EDC deals across six weighted dimensions to flag risks and recommend corrective actions.

1|1|Updated Feb 24, 2026
One-click install
npx skills add https://github.com/nroze22/TalosixSkills --skill deal-risk-assessment
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: deal-risk-assessment
Source: https://github.com/nroze22/TalosixSkills/tree/main/.claude/skills/deal-risk-assessment
Command: npx skills add https://github.com/nroze22/TalosixSkills --skill deal-risk-assessment

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

This Skill helps sales teams systematically evaluate the health of active deals, identify risks early, and improve forecast accuracy by moving beyond gut-feel assessments.

Core Features & Use Cases

  • Structured Deal Scoring: Evaluates deals across six key dimensions (Champion Strength, Decision Process Clarity, Compelling Event, Technical Fit, Competitive Position, Engagement Recency) using a weighted framework.
  • Red Flag Identification: Automatically flags critical issues like "Ghost Champion" or "Close Date Slippage" and warning signs such as "Expanding Evaluation" or "Budget Uncertainty".
  • Clinical Trial EDC Specifics: Includes tailored red flags relevant to the EDC sales cycle, such as "CRO Mandate" or "Regulatory Filing Dependency".
  • Actionable Recommendations: Provides specific guidance on next steps based on the deal's risk level, from "Maintain momentum" for strong deals to "Remove from active forecast" for critical ones.
  • Forecast Adjustment: Offers a methodology for calculating weighted pipeline value, adjusting for deal health.

Quick Start

Use the deal-risk-assessment skill to evaluate the health of the 'Project Nightingale' deal.

Frequently Asked Questions about deal-risk-assessment

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

FAQPage Schema
How do I assess sales deal health and identify risks in my pipeline?

Assess sales deal health by scoring opportunities across six weighted dimensions like Champion Strength and Technical Fit, automatically identifying red flags to improve forecast accuracy. This structured methodology replaces gut-feel evaluations with systematic pipeline risk management.

How does deal scoring work for clinical trial EDC sales opportunities?

Deal scoring for clinical trial EDC sales works by evaluating opportunities across six key dimensions and identifying EDC-specific red flags like CRO Mandate or Regulatory Filing Dependency. It flags critical issues to recommend corrective actions and adjust pipeline forecast value.

What is the best way to improve sales forecast accuracy for active deals?

Improve sales forecast accuracy by using a structured scoring framework to calculate weighted pipeline value based on deal health. Identifying specific red flags and warning signs early allows you to adjust your forecast methodology and remove critical risks from the pipeline.

Can I use pipeline management scoring to spot a ghost champion or close date slippage?

Yes, pipeline management scoring can spot a ghost champion or close date slippage by automatically flagging these critical issues during the deal assessment. It also catches warning signs like expanding evaluations and budget uncertainty to prevent forecast surprises.

What specific red flags should I look for when evaluating clinical trial EDC deals?

When evaluating clinical trial EDC deals, look for specific red flags like CRO Mandate and Regulatory Filing Dependency, alongside standard sales risks like Ghost Champion and Close Date Slippage. Spotting these warning signs early enables actionable corrective steps.