Review a deal for evidence gaps across need, scope, stakeholders, process, competition, delivery, security, legal, and commercial approval.
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Use this before forecast, proposal, or negotiation work.
Review the customer problem, impact, decision criteria, decision process, economic buyer, champion, alternatives, target date, next step, scope, implementation needs, security review, procurement, legal review, pricing, and required approvals. Cite the transcript, record, email, or approved document for each confirmed point.
Use blocking, material, watch, or unknown. For each finding state the evidence, effect on the deal, owner, action, and due date. Separate a missing CRM field from a missing customer decision. Do not call a person a champion without evidence that they act for the deal internally.
Give a short risk summary, the top three actions, approval needs, and facts that would change the forecast. Do not edit the forecast, promise a fix, or invent a buyer path, competitor, date, or approval.
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Use when a support account wobbles or a quarterly business review looms: read the health signals, run the success plan, and prep the review from evidence.
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Reconcile accounts by comparing GL balances to subledgers, bank statements, or third-party data. Use when performing bank reconciliations, GL-to-subledger recs, intercompany reconciliations, or identifying and categorizing reconciling items.
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Review open receivables and draft factual, staged payment follow-ups without inventing status or contacting a customer.
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Write ad variants that each test one idea, within platform limits and supported claims.
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Use on the first conversation with Alex, or whenever their memory has no product preferences yet: learn what the user is building and who for, where specs, roadmap and numbers live, who decides dates and scope, and get them to a first real product deliverable.
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Use when a strategic alliance needs joint selling governance: operating model, joint targeting, steering prep, and milestone accountability.
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