Deal inspector
Checks each deal against MEDDIC, BANT or your own process and shows what is missing.
How to use it
The steps, in order, from getting it to the first result.
Choose the framework.
Point it at a pipeline view or a list of deals.
Open the sheet and the per-deal notes.
What it does
Pick a qualification framework or describe your own. For each deal it reads the record, notes and emails, marks each criterion as supported, weak or missing, and cites the evidence.
Output is a sheet per pipeline review, plus a short note per deal for the rep.
Skills it uses
Spreadsheets
Creates, reads and edits Excel spreadsheets.
Word documents
Creates, reads and edits Word documents.
Connects to
Salesforce
Enrich, update, and report on records under your profile.
HubSpot
Sync contacts, deals, and tickets into the workflow.
Built on
- Data sources. Answers from connected documents with the source cited.
- Drive. Files it produces land in your workspace Drive.
Need it to work differently?
Every template can be changed: the steps it takes, the systems it uses and who approves what.