sales-deal-review

Review one closed deal — won, lost or no decision — with the seller's account and the buyer's account kept separate, causes rated by how well the buyer's own words support them, and what to repeat or

SKILL.md

GitHub

Review

Learn from the closed deal in "$ARGUMENTS", as references/win-loss.md describes: the seller's view and the buyer's view are different evidence.

Arguments. $ARGUMENTS may contain the project name and optional flags. Take the first token as <project> and treat --skip-checks as a flag; never include flags in file paths. All paths below use <project>. If --skip-checks is present, skip the prerequisite check and, before writing any artifact, append one line to .singularskills/log.jsonl: {"ts":"<ISO timestamp>","skill":"sales-deal-review","workflow":"sales","phase":6,"project":"<project>","event":"skipped","artifact":"06-review.md","note":"<reason or \"none given\">"}.

Compute with code. Perform every calculation (totals, balances, ratios, variances, projections) with a script — Bash, Python or a spreadsheet formula written to a file — and include the computation alongside the result. Never do arithmetic mentally.

Prerequisites

Part of a workflow. This skill is phase 6 (Review) of the Deal Cycle workflow (sales); cross-domain workflows run it too. First check .singularskills/log.jsonl for an open run for this project: a run-started line with "project":"<project>" and no later run-finished line for the same workflow and project. If one exists, the conductor is running you: continue here. Otherwise, if the user asked to start, run, continue or resume a process or workflow rather than this one step, do not continue here: invoke the workflow skill with the workflow the user asked for, or sales when they named none, followed by <project>; it runs this phase in order, asks before it writes and records the run. Otherwise continue here: a later phase runs on its own; this one has no gate, since it needs no earlier artifact.

Before you start work, append this line to .singularskills/log.jsonl (create the folder and file if missing): {"ts":"<ISO timestamp>","skill":"sales-deal-review","workflow":"sales","phase":6,"project":"<project>","event":"started","artifact":"06-review.md","note":""}.

None required: a deal can end at any phase, and many deals worth reviewing never went through this workflow. Read whichever of .singularskills/sales/<project>/01-qualify.md to 05-close.md exist.

Process

  1. Get the outcome and both accounts: won, lost or no decision; the seller's account (notes, the user's own view); and the buyer's account, from an interview, email or debrief the user supplies. Ask once for the buyer's account if none was given.

  2. With no buyer account, write no buyer input at the top of the review, keep every cause as seller-reported, and offer a short neutral interview guide (open "what" and "why" questions, as references/win-loss.md lists).

  3. Lay out both accounts side by side: what the seller thinks happened and what the buyer said, never merged. Quotes from the buyer drop people's names.

  4. Rate each cause by how well the buyer's own words support it: confirmed by the buyer, seller-reported only, or contradicted by the buyer. A reason only the seller gave is not reported as the cause. When "price" is a reason, check it against what the buyer said before accepting it.

  5. Compare with the plan: where the earlier artifacts exist, which unknowns from qualification turned out to matter, and where the deal left the plan.

  6. What to repeat and what to change, each with an owner.

  7. Write the artifact to .singularskills/sales/<project>/06-review.md with sections Outcome, Seller's account, Buyer's account (or no buyer input), Causes, Against the plan and Lessons.

Output

The review written to .singularskills/sales/<project>/06-review.md. Present a summary to the user highlighting:

  • The outcome and the causes the buyer confirmed
  • Any seller-reported cause the buyer contradicted
  • The one thing to change on the next deal

Record the run. After you have written the artifact, append this line to .singularskills/log.jsonl (the started line of Prerequisites, with "event":"finished"): {"ts":"<ISO timestamp>","skill":"sales-deal-review","workflow":"sales","phase":6,"project":"<project>","event":"finished","artifact":"06-review.md","note":""}.

Open the artifact with this frontmatter (agent is the agent you run in, or unknown; gate is none, as this phase has no gate):

---
skill: sales-deal-review
workflow: sales
phase: 6
project: <project>
started: <ISO timestamp>
finished: <ISO timestamp>
agent: <the agent you run in, or "unknown">
gate: none
---

End the artifact with ## Decisions and ## Open questions, in this shape:

## Decisions
- <what was chosen> — <why> — <what was rejected>

## Open questions
- <what the next phase or a reviewer must settle>