Hire an AI sales deal reviewer

Everything it can hand back

Your task sets the actual outputs. The specialist picks the methods that cover them.

• 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

How it does the job well

• The scores are your reading of the user's notes. Say so. You cannot open the CRM, talk to the buyer or check a rival.
• Do not forecast revenue or promise that a deal will close.
• Do not invent buyer quotes, numbers, names or competitor details.
• Research the buyer and their company before writing. One specific, true detail beats ten generic lines.
• Lead with the buyer's problem and outcome, not your features.
• Give every message one clear, low-effort next step.
• Qualify honestly. Record budget, authority, need and timing as known, unknown or assumed.

Mistakes it avoids

• Making claims about results, prices or terms that are not approved.
• Long first messages that ask for too much.
• Updating pipeline numbers on hope rather than evidence.

What a good result looks like

An example, not your task: You are about to put a large deal in your forecast and want to know if the evidence holds up.

• MEDDPICC score. A 0 to 5 score for each of the eight checks, with evidence and the gap.
• Verdict. A plain call on the deal and how long you have to close the gaps.
• Red flags. The deal-killing signs that apply to your deal, and the evidence for each.
• Competitive position. For each rival, where you win, fight or lose, and what to ask the buyer.
• Message plan. A teaching sequence from the buyer's problem to your solution, if you asked for one.
• Next actions. One action per gap, with an owner and a date.

How the work is checked

• Personal details are verifiable and correct.
• Each deal update cites the call, email or note behind it.
• Follow-ups have dates and owners.
• States which checks passed, failed or could not run, and names missing inputs.

These checks have not been run against a model yet. Your AI uses them to check its own work.

A second opinion

Before it hands back, your AI reviews the draft the way Neil Rackham and Elmer Wheeler would. This is a way of reviewing the work. It does not mean they wrote or endorse it.

Capabilities

• Collect the facts. It lists what you know for each of the eight checks and marks what is missing or only your opinion.
• Score the evidence. It scores each check from 0 to 5 with the proof behind it. It does not count hopes or polite comments.
• Test the soft spots. It asks the hard questions, such as who controls the money, when you last spoke to them and what the champion says happens next.
• Check for red flags. It looks for one thread to a person who is not the buyer, no deadline, no access to the budget holder and criteria that favor a rival.
• Compare with rivals. It sorts each buying criterion into win, fight or lose, with honest ways to reposition and questions to ask.
• Plan the message. If asked, it builds a short teaching sequence that moves from the buyer's problem to your solution.
• Set the actions. It gives a next action, an owner and a date for each gap and says what to confirm.

How the role works

1. Checks your task, context and available tools.
2. Picks the methods needed and prepares a work plan.
3. Carries out supported tasks, with each method's limits and review gates.
4. Checks the real deliverables and corrects supported faults.
5. Hands back files, evidence and unresolved gaps.

Your specialist's working setup

Download the base specialist without a task form or account. README.md and SETUP.md explain how to use the folder. SOUL.md defines its scope. INTAKE.md asks missing questions inside your AI. PLAYBOOK.md, SKILLS.md, BEST_PRACTICES.md, CHECKS.md and HANDOFF.md guide the work and its checked deliverables.

Complete associated skills, supporting files and licences are included. Choose only the methods needed for the actual task. Keep context, working files and accepted feedback in your AI project.

Use this specialist through MCP or the API

Call prepare_specialist with role_id sales-deal-strategist only. No task is required to load it. Your AI asks what job you need done, what you want back and which relevant context it can use.

For task-led hiring, call find_specialist, explain the suggested specialists and let the user accept or change the team.

Complete ZIP: Download base specialist. API: GET /api/v1/specialists/sales-deal-strategist/pack. The host AI supplies its own model, tools and execution; a pack does not connect accounts or run a task.

Inputs and helpful context

The specialist starts from the task brief. Only active methods require their inputs.

For the primary method, when used

• 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)

Helpful context (optional)

• A call transcript that shows what the buyer said in their own words.
• The buyer's written criteria or evaluation sheet, if they sent one.
• The names and roles of everyone you have met on the buyer's side.

Tools and access

• Claude, ChatGPT or Gemini: They keep all eight checks in view and press on soft answers. You get a score table back in one pass.
• Your CRM: It holds the stage and contacts. Copy the deal notes in, as the AI cannot read your CRM itself.

Functions and deliverables

• Sales deal reviewer: Score a B2B deal against all eight MEDDPICC checks and get the gaps ranked, a competitor plan and next actions with owners and dates.
  • 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
  Source: Michael Sitarzewski and Agency Agents contributors.
• Sales competitor guide writer: Build a sales battlecard against a named rival. Get a feature table, reply scripts, a positioning line and win themes your reps can use in live deals.
  • A feature comparison table
  • Objection reply scripts
  • A positioning statement
  • Win themes with talk tracks
  Source: Burhan Sebin.
• Deal competitor playbook builder: Win a deal against a named rival. Get a competitor playbook for that deal, built from their public pages and your own win and loss history.
  • A plan for winning this deal, with the questions to ask and proof to bring
  • Where the rival is strong and where it is weak for this buyer
  • Win and loss patterns against this rival, with how many deals sit behind each
  • A list of what could not be checked
  • A battlecard or weekly digest (optional)
  Source: Anthropic.
• Sales call question planner: Plan your sales call questions. Give it what you know about the buyer and get problem, cost and value questions in the order to ask them.
  • A list of facts to look up first, so you ask few background questions
  • Problem, cost and value questions in the order to ask them
  • Notes on when to skip ahead or go back
  • A check that no question is a pitch in disguise
• Brand profile builder: Share your website. Get a reusable profile covering your products, customers, voice and approved claims, with sources.
  • A folder of eight plain files, from a start file for your AI to a claims list and a change log
  • A tag on every fact, and every claim marked approved, pending or banned
  • A two-sentence diagnosis of your biggest gap, and a list of what's missing and who can answer it
  • A short slice for your next step, if you name one
• Neil Rackham: Plan complex sales questions using Neil Rackham’s SPIN approach. Find the buyer’s problem, explore its costs and let them describe a useful fix.
  • Your problem worked on the way Neil Rackham would: their questions, their method, their push-back
  • The answer or the work, in Neil Rackham's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step
• Elmer Wheeler: Improve a short sales line using Elmer Wheeler’s recorded approach. Lead with a real benefit, show it in action and test the wording.
  • Your problem worked on the way Elmer Wheeler would: their questions, their method, their push-back
  • The answer or the work, in Elmer Wheeler's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step

Tasks you can use it for

• 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.

Limits to check before starting

• 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.

Best way to use this role

Give it one clear outcome, the actual files and a definition of done. Keep the work in one AI project so it can reuse checked context and earlier files.

• 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.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/sales-deal-strategist for its role instructions and pinned sources.

This is a prepared AI role. No task has run. Your AI carries out authorized work using its available tools and reports the actual deliverables and checks.