Deal Red Flags

作者 mbfinotti1ef68881b2edMIT收錄於 2026年10月8日更新於 2026年10月8日儲存庫3 週前更新

Reviews one deal's free-text notes - call notes, opportunity fields, CRM activity log, email threads - for qualification red flags such as single-threaded deal, no champion, no compelling event, unverified budget, no agreed next step, or fading engagement, each graded on severity and confidence with the quoted note fragment behind it. Covers B2B and B2C. Use whenever the user mentions deal risk, a stalled or slipping deal, ghosting, forecast inspection, or "is this deal real", even without the words red flag. Reviews one deal, not a pipeline export. Do NOT use for structured qualification scoring (mbfinotti/sales-skills@meddpicc-scorecard) or stakeholder mapping (mbfinotti/sales-skills@deal-champion-mapping).