Deals

21 skills in Deals.

Deals816

Ido Goldberg

getswan.comCo-Founder & CPO

Multi-thread deals

Finds deals with single-threaded risk. Identifies missing stakeholders, recommends who to engage next, and hands off contact-specific next steps to outreach.

Deals816

Ido Goldberg

getswan.comCo-Founder & CPO

Score

Qualifies and scores accounts against ICP and buying signals. Use for account fit, lead tiering, inbound signals, pipeline rescoring, re-engagement, and expansion potential.

Deals814

Ido Goldberg

getswan.comCo-Founder & CPO

Pipeline review

Reviews pipeline health before forecast calls or recurring check-ins. Flags stuck, skipped, regressing, or at-risk deals and recommends one concrete action per issue.

Deals30

Amos Bar-Joseph

getswan.comCEO & Co-Founder

Account tier scoring

Use this skill when you want a production-grade account scoring system instead of a vibes-based one: it tiers every account onto a Bronze/Silver/Gold/Diamond ladder, scoring pre-conversion accounts on intent signals + ACV potential and trials/customers on activation depth + expansion headroom. It encodes the judgment that makes scoring trustworthy — a hard self-serve gate with LinkedIn headcount verification, an enterprise persona gate, anonymous-signal and social-engagement caps, prior-relationship floors, and never-demote rules — with every threshold exposed as a tunable default. Each run produces a verified tier tag and ACV tag, a prepended signal-stack snapshot in account memory, a CRM lead-score sync, and correctly routed Gold/Diamond alerts with per-stakeholder engagement recommendations.

Deals29

Jeremy Hurst

getswan.comVP of Autonomous GTM

Post-meeting execution

Use this skill when you want every sales meeting to produce its follow-through automatically: transcript pulled, outcome classified, account rescored, and a ready-to-send follow-up drafted in the meeting owner's voice within minutes of the call ending. It runs the full production loop — qualification scoring with a human-in-the-loop deal decision, contact and stakeholder loading, CRM lifecycle updates, and a single review post where the owner answers three Yes/No questions to trigger everything downstream. Built for teams where one person takes many external meetings and the follow-up quality (and CRM hygiene) shouldn't depend on their memory.

Deals27

Ariel Cohen

getswan.comFounding Growth Engineer

Customer expansion scoring

Use this skill when scoring a paying customer (closed-won account) for expansion. It evaluates product usage depth, persona quality, and expansion headroom to produce an expansion tier with short actionable reasoning. Designed as a sub-skill of your lead-scoring methodology — the parent runs the ACV assessment first and this returns a tier to it.

Deals24

Jeremy Hurst

getswan.comVP of Autonomous GTM

Account health audit

Use this skill when you need an on-demand health check of a trial or customer account — before a renewal conversation, when adoption looks shaky, or when a champion goes quiet. It audits five lanes from real data: what the account is actually solving for, lead scoring and qualification integrity, alerting coverage, messaging architecture, and user adoption trends. The output is a tight, evidence-only report with hard numbers on every gap and a concrete intervention mapped to every flag — no hedging, no filler. Built for vendors whose product runs their customers' GTM workflows: the audit reads the account's scoring, sequencing, and messaging configuration inside your own platform.

Deals2

Rutger Katz

neontriforce.comFounder @ Neon Triforce — AI-Ready Revenue Systems

Deal qualification gates

Install evidence-gated qualification on a live pipeline: score the QUALITY of evidence behind every deal (1-5 per qualification dimension), set minimum scores per stage, and enforce qualify-or-kill at each gate. Triggers on 'zombie deals,' 'pipeline is full of junk,' 'is this deal real,' 'qualify or kill,' 'deals stall at proposal,' 'forecast built on hope,' 'reps say every deal is closing,' 'stage criteria,' 'exit criteria,' 'MEDDIC scoring,' 'SPICED scoring,' 'qualification framework rollout,' or any situation where deals advance on rep optimism instead of buyer evidence. Works with SPICED by default and maps to MEDDICC or BANT. BOUNDARY: icp-builder owns ACCOUNT-level fit (is this the right company) and carries a summary of these gates as its pipeline-enforcement step; this skill is the full deal-level operating system (is this deal real). deal-velocity-engineer treats slow deals as a speed problem; this skill treats false deals as a truth problem, and it runs first, because accelerating an unqualified deal just produces a faster loss. Weekly pipeline reviews consume the scores this skill produces; they read the dashboard, this skill builds the engine under it.

Deals1

Yoni Tserruya

lusha.comCo-Founder & CEO

Customer health scan

Scan a full book of business for expansion and churn risk signals in one pass. Takes a customer account list and returns a ranked brief — expansion signals at the top, churn risk flagged for immediate action. Verifies key contacts are still in seat and surfaces a recommended action for every account that moved. Requires a Lusha connection.

Deals1

Amit Rotstein

spotlight.aiHead of Product, Spotlight.ai

Deal MEDDPICC gap audit

Use this skill when a deal is coming up for a forecast call, a stage change, when someone asks what's actually missing on a deal, or after a new call or email that might change qualification — deal review, deal inspection, deal qualification, MEDDPICC gap check, qualification gap. Input: one or more meeting transcripts and/or email threads for the deal (required) plus, optionally, the deal's current CRM/qualification field values (for reconciliation). It maps MEDDPICC/MEDDIC signal straight out of the transcripts and emails, citing the exact line behind every mapping, then reconciles that against the CRM values if supplied — separating confirmed risks from open unknowns and weighting gaps by deal stage. Can optionally write reconciled values back to a connected CRM, but only field by field and only with the user's explicit permission — never from a live connection alone.

Deals1

Jeremy Hurst

getswan.comVP of Autonomous GTM

Expansion opportunity analysis

Use this skill when you want a deep-dive on a single existing customer's expansion potential — not a portfolio scoring pass, but the full account workup: an adoption and health read, a commercial analysis that decomposes their real spend and consumption, and two priced proposals anchored on trailing usage. It ends with a concrete expansion play: which signal pattern applies, who on the buying committee to approach with which role-matched gap, whether the timing is right, and a draft motion queued for human approval. Run it on accounts your scoring or intuition has already flagged as worth the effort.

Deals1

Rutger Katz

neontriforce.comFounder @ Neon Triforce — AI-Ready Revenue Systems

Procurement and security review navigation

Navigate the buyer procurement gauntlet from selected to signed. Use when a verbally-won deal enters security review, legal redlines, and vendor onboarding, and the close date starts slipping at contract stage. Maps the gauntlet early, pre-bakes the artifact pack, runs security, legal, and privacy reviews in parallel on a mutual close plan, and negotiates procurement without giving away the deal the sales team already won. Produces a gauntlet map, an artifact pack checklist, and a parallel-track close plan. Rule: a deal is not won until it clears the buying machinery; map the gauntlet before the proposal, not after selection. Trigger phrases: procurement, security questionnaire, stuck in legal, DPA, vendor onboarding, close date slipping at contract stage.

Deals1

Gali Firon

kidoz.netSales & Marketing Coordinator, Kidoz Inc.

RFP response

Use this skill when an inbound RFP, RFI, or brief lands and a proposal has to go back by a deadline - "an RFP just came in", "should we bid on this", "build the response", "the proposal is due Friday", "set up the RFP", "where are we on the [brand] RFP", "what's the status of our RFPs", "which RFP is about to slip". Produces a bid/no-bid call, a structured response built to the evaluator's criteria, a work plan sequenced backward from the deadline, and a status read across every live RFP.

Deals1

Rutger Katz

neontriforce.comFounder @ Neon Triforce — AI-Ready Revenue Systems

Win-loss program

Build a standing win-loss program that finds out why deals were actually won or lost. Use when CRM loss reasons are useless, competitive losses go unexplained, or positioning and product decisions are being made from rep-reported fields. Runs three evidence lanes: mining transcripts and threads of decided deals, interviewing the buyers themselves after the decision when there is no deal left to protect, and group customer arena sessions where the cross-functional team listens to customers walk their journey. Produces a loss-cause library, competitive findings, and themes that feed positioning, enablement, and qualification. Rule: rep-reported loss reasons are opinions; buyer-reported ones are evidence. Trigger phrases: win-loss, why did we lose, loss reasons, buyer interview, post-mortem this deal, what is killing our deals.

Deals0

Gal Aga

alignedup.comCo-Founder & CEO @ Aligned

Business case

Use this skill when a live deal needs a business case the buyer will actually believe — heading into procurement, finance review, or exec sign-off, when a champion needs an internal case to justify the spend, when a single "dream ROI" number is triggering skepticism, or when you want to pre-handle the "your-numbers-are-inflated" objection before it's raised. Instead of one optimistic figure, the agent builds a one-page business case modeling WORST / AVERAGE / BEST outcomes, each tied to the buyer's root-cause problem, with explicit conservative assumptions — which makes the AE look impartial and gives the champion a case they can defend to finance.

Deals0

Boaz Descalo

node8.aiFounder & CEO, Node8

Call follow-up sweep

Use this skill when a day or a week of customer calls has piled up and the follow-through is owed but unwritten. Trigger on "review my calls this week", "draft my follow-ups", "what do I owe people", "what did I promise on these calls", "catch me up on yesterday's calls", "did anything fall through this week". Asks which window to sweep, reads every call in it, extracts the commitments — especially the ones you made — and returns one drafted email per account that earns one, the list of calls that earn none and why, and the promises still open from earlier sweeps. Produces drafts only; it never sends.

Deals0

Omer Levy

lusha.comGTM AI Solution Architect

Customer health actions

Use this skill to run a customer book through the full health workflow: Lusha scans expansion and renewal-risk signals, each customer is classified (READY, WARM, HIGH RISK, MIXED-STATE, STABLE), and a role-specific Gmail draft is prepared for every account that needs action - expansion outreach for READY, executive escalation for HIGH RISK. Drafts are created only after you approve the list, and nothing sends itself. Requires Lusha and Gmail connections.

Deals0

Nikhil Mirza

taboola.comSr Director, Sales Operations, Taboola

Deal blocker maneuvers

Use this skill after any meaningful interaction on a complex deal — a call, a stakeholder meeting, a procurement exchange — when the question is not "what's missing" but "what do I actually run next week." Takes a qualification assessment (supplied, or scored here from primary evidence), reads it against what the deal's stage should already have proven rather than against an absolute bar, and converts the single worst blocker into a two-cycle maneuver the rep can save and execute: trigger conditions, a pre-mortem, a go/no-go checklist, a verbatim opening, IF/THEN counter-moves, and explicit abort criteria. Covers deal coaching, deal strategy, forecast defence, stalled and blocked deals, gone-dark champions, procurement stalls, third-party and partner blockers, deal reviews, and "this deal is stuck and I don't know why." Built for enterprise and complex deals; not for transactional velocity motions.

Deals0

Gal Aga

alignedup.comCo-Founder & CEO @ Aligned

Multi-threading coach

Use this skill on a live deal when you need to stop relying on one contact and build a coalition across the buying committee. Run it when a deal is single-threaded (everything runs through one champion), when you can't name who actually decides, when a champion goes quiet and the deal goes dark with them, when you're entering a larger or more complex buying process, or when you want a concrete plan to reach the people who move the decision. The agent maps the buying committee, scores each contact on ACCESS (can you reach them) and INFLUENCE (do they move the decision), flags single-threaded risk, and builds a coalition plan with per-stakeholder talking points and a path to reach the high-influence people you don't yet have access to.

Deals0

Gal Aga

alignedup.comCo-Founder & CEO @ Aligned

Mutual action plan builder

Use this skill when a deal is live and you need to align the buyer on a shared path to value — when a champion asks "so what are the next steps," when you're heading into scoping, POC, security review, or procurement, when a deal has slipped once or stalled with no mutual timeline, when you just can't tell who on the buyer side actually owns the decision, or when you want to stop pushing a one-sided close plan and turn a skeptical buying committee into co-owners. Drafts a co-created Mutual Action Plan (MAP): a value summary written in the buyer's own words, the full buying committee (not just your champion), and milestones written as BUYER EVIDENCE — "impact validated by multiple stakeholders," "exec sponsor assigned a team" — never as seller activities like "demo done" or "proposal sent."

Deals0

Rutger Katz

neontriforce.comFounder @ Neon Triforce — AI-Ready Revenue Systems

Trials and POCs that convert

Design and run trials, POCs, and pilots that end in a decision instead of a drift. Use when trials go nowhere, prospects want to test first, or evaluations expire without a verdict. Picks the right evaluation motion, contracts success criteria before granting access, defines and instruments activation, and runs the conversion clock. Produces an evaluation design with success criteria, an activation definition, and a decision-forcing timeline. Rule: a POC is a proof vehicle, never a qualification substitute; granting one to an unqualified deal is how free consulting projects start. Trigger phrases: trial conversion, proof of concept, pilot, trial-to-paid, our trials go nowhere, evaluation plan.