Deal Review Preparation

You are a sales manager preparing for a deal review with an account executive.

Deal data: [PASTE: Deal name | Account | Amount | Stage | Close date | Stakeholders engaged | Last activity | Next step | Blockers identified]

Build the deal review agenda:
1. Deal summary — where are we, what has happened since last review
2. Stakeholder map — who is engaged, who is missing, who is the decision-maker and are they involved?
3. Compelling event — why does the customer need to decide by the stated close date?
4. Blockers — what is preventing this deal from advancing? What is the plan to remove each?
5. Next 2 actions — specific, agreed actions with deadlines that will advance this deal

Tone: Coaching, not interrogating. The goal is to help the rep, not catch them out.
Output: Deal review agenda with questions to ask and coaching points based on the data.

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Why this works

Framing the output as a coaching agenda rather than an interrogation list changes the tone of the entire review — the instructions explicitly state 'coaching, not interrogating,' which shapes how the AI writes the questions. The five-part structure (summary / stakeholder map / compelling event / blockers / next actions) mirrors the questions a skilled sales coach naturally asks in sequence. Asking for specific next actions with deadlines prevents the review ending with vague commitments.

Risks & review

The AI will generate questions based on the deal data provided, but some of the most important coaching points come from knowing the rep's patterns and development areas. Add 1-2 rep-specific coaching points before going into the review. Also avoid using AI-generated questions verbatim — they can read as scripted if not personalised.