Deal Strategy Coach
deal_strategy_coachHelps you decide what to do next to move a deal. You give the deal name and stage, plus competitors, stakeholder positions and blockers. You get a deal health score, a strategy for the stage, next steps and risks to handle. Ask the user to confirm blocker status, economic buyer engagement, incumbent status and project status when those facts affect the score; typed facts take precedence over text.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| blockers | No | Known blockers or objections | |
| deal_name | Yes | Deal/opportunity name | |
| close_date | No | Target close date | |
| deal_stage | Yes | Current deal stage | |
| deal_value | No | Deal value in dollars | |
| next_steps | No | Currently planned next steps | |
| competitors | No | Competitors in the deal and their position | |
| your_sector | No | Optional: your company's own industry (not your customers'). When given, it decides the sector notes; when left out, the tool reads it from your words and stays neutral if they are unclear. | |
| days_in_stage | No | Days the deal has been in current stage | |
| your_solution | No | What you are selling | |
| blocker_status | No | Ask whether any blocker is present. A confirmed typed fact overrides word reading. | |
| economic_buyer | No | Economic buyer name and engagement level | |
| project_status | No | Ask whether the project is still active. A cancelled project is held, without a close plan. | |
| champion_status | No | Champion identification status | |
| incumbent_status | No | Ask whether the buyer already uses a competing supplier. Overrides word reading. | |
| economic_buyer_engagement | No | Ask whether the budget holder actively participates in this decision. Overrides word reading. |