deal-review

## Purpose Get a comprehensive view of your deal pipeline health - identify at-risk deals, surface blockers, and ensure every deal has clear next steps. ## Usage - `/deal-review` - Review all active deals - `/deal-review [stage]` - Filter by deal stage (e.g., "discovery", "proposal", "negotiation") - `/deal-review [timeframe]` - Focus on deals closing in timeframe (e.g., "this month", "Q1") --- ## Step 1: Identify Deal Files Search for deal-related files: 1. **Primary location:** 04-Projects/ 2. **Search patterns:** - Files containing "deal", "opportunity", "proposal" - Company names from People/External/ - Tags like `#deal` or `#pipeline` 3. **Extract from each deal file:** - Company/account name - Deal size/value (if mentioned) - Stage (discovery, demo, proposal, negotiation, contract) - Last modified date - Next steps - Close date (if mentioned) - Stakeholders involved --- ## Step 2: Analyze Deal Health For each deal, assess health: ### Staleness Check - **Fresh:** Updated within last 5 days - ✅ - **Aging:** 6-10 days without update - ⚠️ - **Stale:** 11+ days without update - 🚨 ### Next Steps Check - **Clear:** Next step defined with owner and date - ✅ - **Vague:** Next step exists but unclear - ⚠️ - **Missing:** No next step documented - 🚨 ### Risk Indicators - Keywords: "ghosting", "went dark", "waiting", "blocked", "concern", "competitor" - Missing stakeholders (no champion, no economic buyer) - Extended timeline (deal age >...