Objective
For each deal in qualification or later stages, identify the specific blocker and take one concrete action to advance it. Prepare proposals, send deal positioning, or schedule the next meeting.
Outcome
Every active deal received attention today. No deal sat idle.
When
4:00 PM
Duration
30 min
Steps
3
Prompts
3
Identify deals ready to advance
2 minThe AI checks deal health, buyer room completeness, and activity recency to identify deals that should be advancing but aren't.
Prompt
Which of my deals have all the criteria met to move to the next stage? What's the one thing blocking each one?
Expected result
Deals ready to advance with the specific blocker for each: missing stakeholder, pending proposal, awaiting approval.
Create battle cards for active evaluations
5 minThe AI creates a focused deal positioning document based on the specific deal context, not generic marketing materials.
Prompt
I'm competing against [Competitor] in the [Company] deal. Create a battle card with our key differentiators, their weaknesses, and proof points I can use.
Expected result
A battle card with: key differentiators, alternative tradeoffs, proof points, and recommended talk track.
Draft proposals and next-step emails
10 minThe AI pulls meeting notes and deal context to draft personalized proposals and emails that reference specific conversations.
Prompt
For each deal that needs a proposal or next-step email, draft them. Reference our last conversation and the specific outcomes they said they care about.
Expected result
Personalized next-step emails or proposal drafts for each advancing deal.