deal-investigatorlisted
Install: claude install-skill Unifying-sheeptick539/revops-skills
# Deal Investigator
## What this skill does
For a single opportunity, produces a structured review answering five questions a CRO would ask in a deal review:
1. Is this deal real?
2. Is the close date credible?
3. What is the actual risk?
4. What do comparable deals tell us?
5. What is the recommendation: commit, best case, omit, or escalate?
The output is a one-page deal memo, formatted for a deal review meeting.
## Upstream context
This skill is typically invoked by `salesforce-revops-audit` once per flagged opportunity when the audit's Deal Integrity dimension surfaces individual deals with 3+ risk flags. It can also be run directly when a manager wants to pressure-test a specific deal they have in mind. Unlike the other skills in this pack, this one operates on a single opportunity, so the audit will recommend running it multiple times in sequence when multiple deals are flagged.
## When to invoke
Invoke when the user says any of:
- "investigate this deal"
- "deal review for [opp name or id]"
- "is this deal real"
- "pressure-test [opp name]"
- "deep dive on this opportunity"
- "should we call this in commit"
Do not invoke for:
- Full-team forecast prep (use `forecast-call-prep`)
- Pipeline-wide hygiene scanning (use `pipeline-hygiene-audit`)
- Multi-deal portfolio analysis
## Data sources, in order of preference
1. **Salesforce MCP**: query the specific opportunity, its account, recent activity, and comparable closed opportunities (SOQL in Appendix A).
2. **CS