{"id":"revops-deal-review-questions-checklist","audience":"managers","category":"sales-work","technique":"format","track":"sales","level":"beginner","title":"Make a 5-question deal-review checklist from a stalled deal","free":false,"task":"You are a sales manager prepping a 20-minute deal review. Write a checklist of exactly 5 questions, each line starting with \"- [ ]\" and each question under 18 words. The questions must be about gaps in the deal notes (not generic), and the first question must be about the economic buyer. Do not suggest discounting or add any answer.","materialLabel":"Deal notes (attached to your prompt automatically)","material":"Deal: Northfield Clinics - renewal + expansion, $120,000 ARR, stage: Proposal, close date Dec 15.\nRep: Salma.\n\nNotes:\n- Main contact: Greg, clinical ops manager. Likes us; says \"the group should approve.\"\n- The group CFO has never been on a call. Greg says the CFO \"rubber stamps\" anything under $150K.\n- Competitor Medley was mentioned once; rep didn't ask who owns that evaluation.\n- Proposal sent Oct 20; Greg hasn't commented on it. Last activity: Nov 2 (a text).\n- No mutual plan or dated next step.\n- Legal redlines expected, unknown who handles them at the customer.\n- Contract renewal date of current deal: Dec 31, so there's a natural deadline.","rules":[{"type":"maxBullets","max":5},{"type":"plainText"}],"mistakes":[{"title":"Generic coaching questions","why":"The AI asks \"What is the customer's pain?\" with no link to the notes.","fix":"Add: \"Each question must target a gap in the deal notes.\"","checks":["r2"]},{"title":"Wrong count or format","why":"The AI writes 8 numbered questions.","fix":"Say: \"Exactly 5 lines starting with - [ ].\"","checks":["r0","maxBullets"]},{"title":"Wrong first question","why":"The AI starts with timeline or pain.","fix":"Add: \"The first question is about the economic buyer.\"","checks":["r1"]},{"title":"Bold intro","why":"The AI adds a bold title and tips.","fix":"Add: \"Plain text, no intro.\"","checks":["plainText"]}],"promptHints":[{"label":"Uses the checkbox format","patterns":["- \\[ \\]","checklist","checkbox"]},{"label":"Sets the count","patterns":["5 questions","five","exactly 5"]},{"label":"Targets gaps","patterns":["gaps","notes","specific"]},{"label":"Orders the first one","patterns":["first","economic buyer","cfo"]},{"label":"Bans discounts and answers","patterns":["discount","no answers","don.t answer"]}],"hint":"Give the format, the count, and tell the AI the questions must come from gaps in the notes.","rubricLabels":["Has exactly 5 lines, each starting with \"- [ ]\"","The first question asks about the economic buyer or the CFO's approval","The other questions each target a gap in these notes (such as Medley, the unanswered proposal, no mutual plan or legal redlines), and none suggests a discount or contains an answer"]}