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deal-risk-review

Review a deal for evidence gaps across need, scope, stakeholders, process, competition, delivery, security, legal, and commercial approval.

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  • SKILL.md1.2 KB

SKILL.md(原文)

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Deal risk review

Use this before forecast, proposal, or negotiation work.

Check the deal

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.

Rank findings

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.

Return

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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中文简介正在准备中。当前显示原文说明。

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中文简介正在准备中。当前显示原文说明。

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中文简介正在准备中。当前显示原文说明。

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