{ "schema": "aiblocks-page/1", "id": "agency-sales-deal-strategist", "type": "agent", "name": "Sales deal reviewer", "summary": "Score a B2B deal against all eight MEDDPICC checks and get the gaps ranked, a competitor plan and next actions with owners and dates.", "headline": "Sales deal reviewer", "subhead": "Paste your notes on one big sales deal, plus any rivals you know. It scores each of the eight MEDDPICC checks from your evidence, names what you do not know yet, shows where you win and lose against each rival, and gives next actions with owners and dates.", "job": { "id": "sell-and-negotiate", "name": "Sell and negotiate" }, "level": "intermediate", "thinking": "high", "tested": true, "updated": "2026-11-03", "first_published": "2026-10-26", "inputs": [ { "type": "question", "required": true, "label": "Question", "what": "the problem, decision or piece of work you want help with, and what a good outcome looks like" }, { "type": "source_text", "required": false, "label": "Source text", "what": "a long source in full: an article, a video or talk transcript, or notes from a book, with its title, author and link" } ], "outputs": [ { "type": "audit_report", "required": true, "label": "Audit report", "what": "findings with evidence, severity, missing inputs and next actions" }, { "type": "plan", "required": true, "label": "Plan", "what": "a dated plan: what to do, in what order, with a decision rule for each step" } ], "you_give": [ "The account, the deal value, the stage and the date you hope to close", "Everything you know under the eight MEDDPICC headings, even if it is only a line each", "Notes or a transcript from your latest calls (optional)", "The rivals in the deal, and what the buyer has said about them (optional)", "What you plan to do next (optional)" ], "you_get": [ "A score for each MEDDPICC check, with the evidence and the gap beside it", "An overall verdict, such as winnable if the gaps close in 14 days", "Red flags that often kill deals, with the ones that apply to you marked", "A map of where you win, fight and lose against each rival, with questions to ask the buyer", "A next action for each gap, with an owner and a date", "A list of what you must confirm with the buyer before you rely on the score" ], "use_when": [ "You are about to put a large deal in your forecast and want to know if the evidence holds up.", "Your deal has stalled and you suspect you have never met the person who controls the budget.", "A rival has entered the deal and you need a plan for each point where you compare.", "Your manager asks for a deal review and you have an hour to prepare." ], "skip_when": [ "You want one deal read straight from your CRM, email and calls. Use the Deal health reviewer, which is built for connected tools.", "You want a whole pipeline checked and a forecast. Use the Sales pipeline analyst.", "A deal has gone quiet and you want a message to revive it. Use the Sales deal follow-up tracker.", "You want to improve how a rep sells. Use the Sales Coach agent.", "You want a proposal or a contract written. Use the Sales proposal narrative writer." ], "output_sample": { "input": [ "The account, deal value, stage and target close date", "What you know under each of the eight MEDDPICC headings", "Notes from recent calls, and the rivals in the deal (optional)" ], "prerequisites": [ "An AI chat such as Claude, ChatGPT or Gemini", "Your honest notes. Mark unknowns as unknown, not as a guess." ], "output": [ { "name": "MEDDPICC score", "contains": "A 0 to 5 score for each of the eight checks, with evidence and the gap." }, { "name": "Verdict", "contains": "A plain call on the deal and how long you have to close the gaps." }, { "name": "Red flags", "contains": "The deal-killing signs that apply to your deal, and the evidence for each." }, { "name": "Competitive position", "contains": "For each rival, where you win, fight or lose, and what to ask the buyer." }, { "name": "Message plan", "contains": "A teaching sequence from the buyer's problem to your solution, if you asked for one." }, { "name": "Next actions", "contains": "One action per gap, with an owner and a date." }, { "name": "Still to check", "contains": "Facts to confirm with the buyer before you trust the score." } ] }, "output_shape": "BRIEF AND ASSUMPTIONS\n | value | stage | target close | ASSUMED: | MISSING: \n\nMEDDPICC SCORE\n | score <0 to 5 or UNKNOWN> | evidence | gap or risk \n total | note \n\nVERDICT\n | because | window \n\nRED FLAGS\n | applies | evidence\n\nCOMPETITIVE POSITION (if rivals are named)\n | | zone | how to handle it | question to ask the buyer\n\nMESSAGE PLAN (if asked)\n | what to say | proof you need\n\nNEXT ACTIONS\n | gap it closes | owner | due date\n\nSTILL TO CHECK\n | who confirms it", "how_to_use": [ "Download the pack and add it to your AI as a skill. Or paste SKILL.md into a new chat, then paste references/source-agent.md after it.", "Paste your notes on the deal. List each MEDDPICC heading and write what you know under it. Write \"unknown\" where you do not know.", "Add your rivals and what you have heard about them. Say if you want a message plan as well as the review.", "Read the score table first. For any heading marked MISSING or UNPROVEN, check your notes, since the score depends on what you wrote.", "Pick the top two gaps and book the actions this week. Ask the buyer the questions it gives you.", "Paste the new facts back in after your next call and ask for a new score." ], "checks": [ "The result addresses your actual task and cites the evidence used.", "Examples, role-play experience and targets are kept separate from verified results.", "Claims of tests, memory, tool access or completed actions match what actually happened." ], "next": [ { "name": "Mutual action plan builder", "url": "https://useaiblocks.com/skills/mutual-action-plan-builder", "why": "Sell it" }, { "name": "Deal payment checker", "url": "https://useaiblocks.com/skills/can-they-pay-deal-checker", "why": "Sell it" }, { "name": "Stalled deal indecision checker", "url": "https://useaiblocks.com/skills/stalled-deal-indecision-checker", "why": "Sell it" } ], "source": { "by": "Michael Sitarzewski and Agency Agents contributors", "repo": "msitarzewski/agency-agents", "url": "https://github.com/msitarzewski/agency-agents/blob/b37b5bb33b78f2c1d6567d98e25ca818e3259219/sales/sales-deal-strategist.md", "licence": "MIT", "original_name": "Deal Strategist", "commit": "b37b5bb33b78f2c1d6567d98e25ca818e3259219" }, "credits": [ { "title": "Deal Strategist", "by": "Michael Sitarzewski and Agency Agents contributors", "url": "https://github.com/msitarzewski/agency-agents/blob/b37b5bb33b78f2c1d6567d98e25ca818e3259219/sales/sales-deal-strategist.md", "used": "Original agent profile, preserved in references/source-agent.md; AI Blocks adds setup and review instructions." } ], "files": [ "LICENSE", "references/source-agent.md", "SETUP.md", "source.json" ], "links": { "page": "https://useaiblocks.com/agents/agency-sales-deal-strategist", "markdown": "https://useaiblocks.com/agents/agency-sales-deal-strategist.md", "json": "https://useaiblocks.com/agents/agency-sales-deal-strategist.json", "instructions": "https://useaiblocks.com/skills/agency-sales-deal-strategist/SKILL.md", "download": "https://useaiblocks.com/skills/agency-sales-deal-strategist.zip", "api_item": "https://useaiblocks.com/api/v1/items/agency-sales-deal-strategist", "api_document": "https://useaiblocks.com/api/v1/documents/agent/agency-sales-deal-strategist", "mcp": "https://useaiblocks.com/mcp" } }